ChurnZero has helped us automate processes and eliminate manual tasks!
Updated December 01, 2021

ChurnZero has helped us automate processes and eliminate manual tasks!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with ChurnZero

Currently, ChurnZero is being used by our Customer Success Team. The problem we are solving with ChurnZero is setting up more automated processes that help our CSMs streamline and organize their day. Rather than our CSMs fire fighting and run by email inboxes, our CSMs can control their tasks by diving into ChurnZero and focusing on customer priorities. We can visually see our tasks, due dates, renewal dates, and the help of journeys and playbooks takes off time from our hands having to deal with manual processes.

Pros

  • ChurnZero provides visual health metrics of our customers and provides full visibility into customer activity.
  • ChurnZero allows users to create segmented reports to automate workflow and create custom-centric initiatives.
  • Our Customer Success Team can execute Onboarding, Adoption and Renewal strategies with playbooks, journeys and automated processes using ChurnZero.

Cons

  • Creating workflows does get redundant when you are unable to duplicate tasks, milestones, etc across different Journeys/Playbooks.
  • Creating segments for every initiative does get redundant and it forces us to create numerous fields in other CRM's that integrate with ChurnZero.
  • We have better visibility and alerts when customers reach their 90-day window of renewing their contract, which has helped our cash flow when customers renew early by automated outreach.

Do you think ChurnZero delivers good value for the price?

Yes

Are you happy with ChurnZero's feature set?

Yes

Did ChurnZero live up to sales and marketing promises?

Yes

Did implementation of ChurnZero go as expected?

Yes

Would you buy ChurnZero again?

Yes

ChurnZero is easy to use and offers great resources/documentation if you need additional help. The customer Success team is also very helpful and available to assist when we have had questions.
ChurnZero is well suited for customer-centric departments that use systems that have the ability to integrate with it. Although we currently are unable to connect our customer usage tool to ChurnZero, we still have the ability to create tasks and have visibility to customer needs.

ChurnZero Feature Ratings

Product usage
9
Help desk / support tickets
9
NPS surveys
8
Sponsor tracking
Not Rated
Customer profiles
8
Automated workflow
8
Internal collaboration
8
Customer health scoring
8
Customer segmentation
8
Customer health trends
9
Engagement analytics
9
Dashboards
9
Role-based user permissions
9
API
9
Integration with Salesforce.com
Not Rated

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