ChurnZero makes my Account Manager life so much easier!
April 28, 2022

ChurnZero makes my Account Manager life so much easier!

Gianna Cassio | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ChurnZero

I use ChurnZero to manage my ~30 accounts. It helps me streamline tasks, quickly identify how each account is performing, log meeting activities, and where I should focus my time. I also enjoy being able to start journeys for my accounts, (for example an onboarding journey) that walks me through the onboarding steps as well as the ability to mass communicate to my accounts. I love ChurnZero because it helps keep me organized and on top of my accounts!
  • ChurnZero will help you stay organized with all of your accounts and help reduce account churn
  • ChurnZero will help you mass communicate to your accounts quickly and efficiently.
  • You can see what activity your accounts are doing (for us site creation) as well as how many meetings we've had, and the emails we have sent to them.
  • My manager can also check how my accounts are performing without asking me, which is a nice too!
  • I would like the Important Account Notes section to be scrollable, instead of expandable.
  • The ability to mass change the due date for tasks would be nice.
  • Muting alerts instead of having to exit them would be nice too.
  • We implemented ChurnZero in Q3 of last year, so it's still a little early to tell the financial impact it's been having.

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's the first tool I've used to manage my accounts and it's been great to use and organize them.
I have not used ChurnZero's support yet.
ChurnZero is well suited for me because it allows me to manage my day more efficiently, set reminders to do in the future, and continue to manage my accounts and assist them in growing. We are still working on pulling more data into our ChurnZero, so I currently need to go to other systems to look this up, which currently takes me some time.

ChurnZero Feature Ratings

Product usage
8
Help desk / support tickets
Not Rated
NPS surveys
Not Rated
Sponsor tracking
Not Rated
Customer profiles
10
Automated workflow
7
Internal collaboration
9
Customer health scoring
9
Customer segmentation
9
Customer health trends
9
Engagement analytics
10
Revenue forecasting
8
Dashboards
9
Role-based user permissions
10
API
Not Rated
Integration with Salesforce.com
10