Item: ChurnZero
Rating: 10
Author: Jackie Breuer

Use Cases and Deployment Scope

ChurnZero has allowed us to create more standardized ways of serving our clients, forecasting health, and implementing practices that allow our account managers to work on more accounts. We're a small company looking to put practices in place as we scale to ensure that we're doing things in the most efficient manner.

Pros and Cons

Plays: Allows you to bulk send emails out to clients based on easy to make segments. Also, allows us to track success of a play. Previously, we had to work with our marketing team to send out any emails and it was an extremely bulky process that took far too long for the payout.
Segments: Better than any other CRM reporting functionality. Allows us to more accurately look at portions of our clients based on different factors that are extremely easy to use.
Health Scores: The customization allows us to really play around with different health scores as we figure out what good health across clients and services really look like.
Transparency: Allows me as a manager to see a much better comprehensive look at my team's performance.

Turnaround time: Sometimes my emails can go unanswered for a week or so and it requires us to follow-up. However, when we've needed Support, their support team is extremely responsive.

Return on Investment

We've been able to create a better way to forecast our revenue across the org.

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

Usability

It's extremely user-friendly and easy to get your team bought into utilizing it because it also saves them time in the long run.

Support Rating

Their Support team is extremely responsive! I've only had issues when trying to integrate another platform API and ultimately, ChurnZero's support team was able to figure it out while the other platform's team was unhelpful.

Likelihood to Recommend

I think ChurnZero could really help any org that's trying to create a more standardized approach to managing clients and forecasting revenue for revenue retention and expansion. I have used it at an org that has a website that provides data to track client satisfaction and use. I'm not using at an org that doesn't have any web use traffic and we've been able to develop strong health data. It's all about what you put into it and how you hold your team accountable for using it.

Worth Every Penny! Won't work anywhere without it!

Software Version

Overall Satisfaction with ChurnZero