I recommend for all Customer Success Teams - easy, accurate data on customer health, user friendly
November 01, 2021

I recommend for all Customer Success Teams - easy, accurate data on customer health, user friendly

Amy Roth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ChurnZero

CZ is used within our Customer Success department. It allows for the CSM to manage their organizations in a strategic manner. It's easy to use, allows for all customer information and follow-up to be recorded, automated emails and a great view of the entire account to review the health of the customer.

Pros

  • Data accuracy of client.
  • Understand the health of client.
  • Automated follow up.

Cons

  • Filtering segmented reports is difficult to understand.
  • When you search the customer the automated search drop-down covers the customers to choose.
  • I can view the health of my customer much more precisely so I can be proactive in retaining them.
It was not in my job description to research other products.

Do you think ChurnZero delivers good value for the price?

Not sure

Are you happy with ChurnZero's feature set?

Yes

Did ChurnZero live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of ChurnZero go as expected?

I wasn't involved with the implementation phase

Would you buy ChurnZero again?

Yes

It has helped me become more proactive with my customer by viewing the health of their account. It's easy to use and fast as well. I love the reporting and filtering capability so I can run reports quickly. You can create tasks for proper follow up and automate emails which is time effective.
I haven't had to personally use it but the head CZ advocate and trainer at our company has said it was very good.
For SaaS companies in their Customer Success department or in a sales department. You can track the customer, view the health of the customer, create tasks for follow up and also automate follow-up emails.

ChurnZero Feature Ratings

10.0
Product usage
10
Help desk / support tickets
Not Rated
9.0
NPS surveys
8
Sponsor tracking
Not Rated
Customer profiles
10
Automated workflow
10
Internal collaboration
8
Customer health scoring
10
Customer segmentation
8
8.3
Customer health trends
10
Engagement analytics
5
Dashboards
10
10.0
Role-based user permissions
10
10.0
API
10
Integration with Salesforce.com
10

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