ChurnZero is a CS Must-Have.
September 18, 2023

ChurnZero is a CS Must-Have.

Brad Falvey | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with ChurnZero

We use ChurnZero to track usage, renewal, client, and sales data for our Customer Success Managers. Conveniently, ChurnZero syncs to SalesForce, which makes it easy for us to sync and send data between the two platforms. Our CSMs love CZ because it gives them a snapshot of their accounts, their health, potential churn "red flags," and more!
  • Ability to create ChurnScores per product to give a snapshot of their health.
  • Fully customizable solution that allows us to pick, choose, and build our interface to fit our needs (aka not standardized).
  • Support! Their support team is incredible and fast.
  • The ability for admin users to delete and edit custom fields.
  • Ability to have users have multiple direct reports (e.g.: for creating alerts in your domain).
  • Ability to update contact level and account level information between each other (e.g.: if you select a contact as a SPOC on the account level, then it updates the user on the contact level).
  • Positive: Customer Health Tracking.
  • Positive: Segmentation based on key, to us, attributes.
  • Negative: Some custom fields need to be created by CZ staff (e.g.: aggregated).
For Customer Success activities, ChurnZero is superior.

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

Please refer to my praise on previous questions.
Our Account Manager has been extremely supportive of us, consistently provides updates, and works with us on support-related issues. Additionally, their support team is very responsive and helpful.
ChurnZero is well suited for all things Customer Success. We used to have our CSMs live on multiple platforms, but CZ allows us to take all their current daily workflows. Using in CZ only. As for less appropriate examples, please refer back to the previous question on limitations.

ChurnZero Feature Ratings

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