ChurnZero is a powerful tool setup and used properly
May 08, 2022

ChurnZero is a powerful tool setup and used properly

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with ChurnZero

Like most SaaS companies we struggled to consolidate all our customer data to create a full picture of customer sentiment, stickiness, and growth rates. We use several services (Hubspot, Zendesk, Intercom, our app, TeamWork, etc.) that contained customer data including the full customer lifecycle. We selected CZ to help us aggregate all our services, automate the customer facing onboarding flow, track usage, provide tooltips and guides, and collect customer feedback into a single platform.
  • Usage tracking - we can track the journey a use takes through our app to understand which pages are the most useful and to streamline paths to make their experience better.
  • Tooltips and guides - assuming you're not iframing anything, the tooltip and guides is super nice especially when launching a new feature or app. We relied on this functionality a lot, which allowed us to free up dev cycles for building apps and fixing bugs.
  • Analytics - The thing that set CZ apart from other services we reviewed were the analytics they provided out of the box. Assuming you've setup your environment properly you can accurately track potential churn before it happens, track growth rates, see real time workload on staff and much more.
  • Powerful segments - CZ operates on creating segments to containerize specific accounts and contacts. These segments have very powerful filtering capabilities, which enables someone to create all kinds of automations.
  • Segment object types walled off - CZ doesn't let you create a segment that contains filters for both contacts AND accounts, which can create a challenge when needing to find contacts by specific parent or child account attributes. For example, if you want to get a list of all contacts who belong to accounts with more than $50k annual revenue, it's not possible. Real bummer.
  • No segment filter for child accounts - CZ uses a parent --> child relationship when you have accounts which have sub accounts. However the filtering in CZ segments doesn't allow you to filter by objects that are a parent or a child or objects that exist in a parent or child.
  • No contact deduplication - If a user exists in a parent account (Hubspot for example) and a child account (the sub account from your app), that user will exist twice in your CZ environment with different contact IDs. They are not related in anyway and you cannot remove them unless they are removed from the source. CZ has a good reason for doing this, but it creates a ton of work to filter out contacts to avoid duplicates. Now if CZ segments had a in child account = yes/no filter option, then it wouldn't be such a big deal.
  • We've been able to reduce churn by 27% by utilizing a combination of NPS, CSAT and churn score that we've created for our specific use case.
  • We increased customer engagement by 63% using in app guides and leaning on automations powered by segments.
  • We improved our NPS score by ~30% 6 months after launching our first NPS survey.

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

Zendesk Support Suite, Google Workspace (formerly G Suite), Jira Software
CZ gets dense quickly and the learning curve is steep due to the required data and structured needed to make it work well. It takes several weeks to get everything connected and pulling the right data. When you get the data you need you may get stuck with duplicate contacts and an inability to filter across object types.
CZ support is fast and responsive. They usually get back to customers within a few hours after submitting a ticket. Support is typically email based, but they can do screensharing if a problem is too complex to resolve via email. If you pay for it, you can get a dedicated CSM who can help you out as well.
CZ is great for aggregating data from many sources and helping you build a more complete picture of your customer's journey in your app. You can lean on the included CSAT, NPS and other surveys to collect actional feedback from clients to help you improve your service and experience.

Where CZ struggles is when you have an app that supports multiple sub accounts and users that normally exist in more than one of those sub accounts. You end up with a bunch of duplicate contacts which requires you to have to go through and tag one contact on each account in order to avoid sending duplicate email blasts to customers.

ChurnZero Feature Ratings

Product usage
8
Help desk / support tickets
9
NPS surveys
10
Customer profiles
8
Automated workflow
8
Internal collaboration
7
Customer health scoring
9
Customer segmentation
8
Customer health trends
8
Engagement analytics
8
Revenue forecasting
6
Dashboards
9
Role-based user permissions
10
API
Not Rated
Integration with Salesforce.com
Not Rated