Item: ChurnZero
Rating: 9
Author: Ryan McGreevy

Use Cases and Deployment Scope

ChurnZero has been beneficial to my organization as it does two major things for us. Firstly, it gives us a great (thorough yet brief) overview of our client's usage of our platform so that we are able to determine their likelihood of continuing to work with us. If we identify a problem early we can work to correct it and save the revenue.

The other incredibly helpful thing ChurnZero does is it allows us to set up and run a variety of plays/actions that go out both externally and internally. We use this function to ensure we don't 'forget' to connect with clients for too long and to make sure we are given quick insights as to what is or may be going on. This has been helpful!

Pros and Cons

Snapshot on Client Usage
Run plays to connect with Clients
Run internal plays to ensure nothing get left behind

More Dynamic Flexibility for the ChurnScore
Integrate smoothly with our other 'Tools'/platforms
It would be cool if CZ could determine if someone is active on platform vs just has it open in a 'background' tab

Return on Investment

Helped increases renewals for 4-7%
Quick to learn and use
Significantly less 'missing' paperwork

Alternatives Considered

ChurnZero does get and is an amazing one-stop hub for both checking in on clients, having outreach to them, and having reminders sent around internally to avoid anything slipping through the cracks!

Key Insights

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?

Yes

Would you buy ChurnZero again?

Yes

Other Software Used

Salesforce CMS, Jira Software, WeTransfer

Usability

ChurnZero does get and is an amazing one-stop hub for both checking in on clients, having outreach to them, and having reminders sent around internally to avoid anything slipping through the cracks!

Support Rating

ChurnZero support is great! Occasionally the make changes and don't give us a heads-up / allow us to review our options but that's just the way she goes!

Likelihood to Recommend

ChurnZero is great for wanting to know how active or engaged a client is. It is able to keep track of multiple 'actions' and users/organizations can choose how much weight to give each action.

The ability to have emails/outreach automatically go out is also very helpful. We were able to set up some plays to ensure nothing slips through the cracks and since starting those plays nothing has!

ChurnZero - Happy client making clients happy!

Software Version

Overall Satisfaction with ChurnZero