Item: ChurnZero
Rating: 10
Author: Holly Maddox, Ed.S

Use Cases and Deployment Scope

ChurnZero is like having the MOST helpful assistant that keeps track of important tasks throughout the client journey. It sets up tasks linked to my calendar, and helps me make sure nothing falls through the cracks. The platform will auto-send surveys after tasks are done, so I can ensure every client gets a chance to provide feedback. ChurnZero helps everything running smoothly, connect better with my customers, and make decisions based on the feedback they provide. Personally, I love how my clients can fill out their survey after our call, and ChurnZero pushes it out to a Slack channel for visibility. My clients are always providing me with feedback that makes me super thankful I am valuable to them. ChurnZero reminds me of upcoming tasks and helps me ensure I am sending the emails, and logging the calls I have had. It solves organizational issues and provides transparency.

Pros and Cons

Talks to Slack to post feedback in Slack channel for visibility.
Reminds me when a specific email template needs to be sent.
Talks to Salesforce to log when calls and other tasks are completed.

I wish ChurnZero talked to Front so that when I sent an email to Front, it would auto-tag it and know the task was completed.
I wish you could mark an email as sent and not have to delete it if you choose not to send it through churn.

Return on Investment

Identifies at-risk customers.
Automated task tracking and personalized communication.
Insights into customer behavior.

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

Slack

Usability

It was easy to use with very little training. It is easy to navigate, and the tasks are easy to make as complete. There were no guessing games when I started using it, and I caught on very quickly to exactly where everything was. I have not had any issues not being able to find a component of it, or had to ask very many questions.

Likelihood to Recommend

When I get off a Zoom call, I can easily go in, copy and paste the link, mark the task as completed, and Churn sends out an email to my client at 5 p.m. to see how they enjoyed the call. I really love that. Churn also helps remind me of upcoming tasks and helps keep my thoughts organized by what is a higher priority and what is a lower priority. I like that it tells me when I should be sending specific email templates to clients.

ChurnZero or Churn"Hero"

Software Version

Overall Satisfaction with ChurnZero