Item: ChurnZero
Rating: 10
Author: Kalyn Thorne

Use Cases and Deployment Scope

We use ChurnZero to capture client health information, as well as pull reporting, and task management. This gives us the ability to focus on the clients that need more attention, while easily keeping track of next steps. Segments really allow a streamlined processes, and are so incredibly helpful for looking at data, and mass completing certain items!

Pros and Cons

Task Mangement
Segments for Data
Platform Ease
Sync with Email and Calendar
On demand client reporting

Syncing with other CRM's
High level account notes easily accessible
Segments can be complicated to set up if youre just getting started

Return on Investment

Positive ROI
Positive impact on Client Relations
Positive impact on internal tracking

Alternatives Considered

Salesforce.com

I much prefer the ease of ChurnZero compared to Salesforce. Within my company, there are many action items that I can do within either platform, and I choose ChurnZero every time. There are items I wish I could do in ChurnZero that I cannot, however, that is due to what ChurnZero is for, and is no fault of theirs!

Key Insights

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

Other Software Used

Salesforce CMS

Usability

ChurnZero is such a breeze! The interface is beautiful, and simple, making it very easy to use. Very easy to save items in segments, as well as set them up. Seeing client information is simple, and not bogged down by any junk. The client health scores are easy to track based on the metrics we set up, and easy to navigate!

Support Rating

Getting in touch with our CSP, is so easy, she is great! Very knowledgeable and responsive, and I can't thank her enough!

Likelihood to Recommend

ChurnZero has really helped me set up and streamline my day. Using ChurnZero to track and manage my daily tasks, as well as using the health scores to help identify those clients that need more touch bases. Setting up segments, is also a great way for me to view data, various ways that we don't have the internal ability to pull. This has been very beneficial to my workflow, and helps create better client relationships!

ChurnZero makes your day to day a breeze!

Software Version

Overall Satisfaction with ChurnZero