ChurnZero Reviews

Utilizing the plays is super helpful to be able to customize and send out a lot of messages to clients very quickly.

I do not really have anything negative to say about ChurnZero.

Keeping track of tasks and activities I need to do for my clients. Being able to log information from calls/meetings. As mentioned previously, sending out bulk plays. Helps manager large number of clients in an efficent way.

I love using Churn Zero to gather Account information at glance, like usage stats, and which admin uses the tool the most. This helps me know who to reach out to with important account-related questions or upsell opportunities.

It's not necessarily a dislike, but I wish the account plays were easier to run. If there was an option to run an account play and then decide who I want to send it to, this would be easier than having to remember to find the contact and then run an account play. For some reason, my brain does not want to do this and each time I have to sit and think before I remember how to run an account play if I haven't done it in a while.

It's solving the most important thing of all for me as a CSM which is Time Management. It is simplifying processes like sending out reminders when a contract is coming to an end or running plays to initiate revenue, like notifying clients about our beta programs or early bird pricing!

Customizing several segments to monitor customer activity. That helps us determine who to spend our time with.

Tags design needs some work in regards to removing current tags. Some of the syncing with a Salesforce integration doesn't allow certain fields to be included in customized column sets.

It has automated a lot of our regular outreach to customers for scheduling appointments or delivering regular ROI presentations to customers.

The piece we have enjoyed the most is the assistance we have received through our onboarding process. Our CSMs have been great, giving us a full understanding of the solution's capabilities, best practices across the industry and many other tips for a successful deployment.

The simplicity of integrating ChurnZero to other tools used in our business has been very useful and allowed us to connect it with other systems fairly seamlessly.

The ability to segment our base in many different ways is very helpful along with the fact that we can build our own workflows, task creation and responses to live events has made our CSM team much more efficient and effective.

Nothing major, just some nuisances.

1) When attempting to create responses to live events in our application, it would be much simpler to work with specific attributes rather than segments. This is something that was raised and work is being done to implement the capability

2) Unable to see a log of email communications in our email service provider's inbox - we have resorted to including our email addresses to the BCC list on every outbound email to ensure the messages are being delivered and are traceable.

1) Increase touch points and interaction with our customers

2) Automated and personalized reactions to KPIs

3) Solidified onboarding process where milestones and timeframes must be met, otherwise certain actions take place

4) Assisting with other departments' processes through KPI monitoring and task creation

I'm in ChurnZero every single day. I love the Command Center. It has all of my important tasks and to dos, my agenda for the day, and a breakout of custom segments that help me keep an eye on support ticket lead times, reviewing my upcoming client renewals, etc. I also love the new and improved Notes feature. A game changer that allowed me to finally move most of my client related tasks, notes and responsibilities into CZ. Plus, our CSM Hoawrd is the absolute best. :)

The UI can be a little clunky, but they are also always improving it. I find a cool new feature regularly.

It makes mundane tasks so easy. The automation it allows for saves me more time in a day than I can count. And I can do it ALL in ONE TOOL.

Organization about the meeting (schedule) and comunication.

The aplication isn't some integration with whatsapp.

The Brazilian people used a lot whatsapp and maybe the sampling os surveys would increase.

Some questions about DNS, contract and usability.

The most stressful part of being a CSM is the mental load of future tasks. ChurnZero not only allows you to automate standard tasks but set up reminders in the future for odd-end ones, taking loads of stress off of you.

There is honestly nothing I don't like about CZ. Although I wish you could email a second time on the same chain of an email you sent earlier within CZ.

I can plug and chug in the most organized way through CZ.

Creating segments, plays, and journeys for my customer groups. Getting alerted when parameters I set are met. Easy integration between other software I am using.

Sometimes difficult to find specific filters I want to use in segments. I preferred the old layout before the timeline was created.

I can easily see unhealthy customers and have clear action steps to address the situation within one platform. It brings tasks and to-dos to the forefront of my daily experience.

The dashboard is reat and makes it easy to plan tasks. Followed by a seemless integration with my calendar makes my work planning easy and efficient.

I am new to the platforma nd wanted to send an email to all customers at once but not all contacts of all accounts, only the contact person. That is a challenge I haven't tackled yet. I assumed this would be a common feature and therefore more obvious but then again, as a newbie to CZ, it could also be my lack of proficiency.

CZ gives insights into metrics that I wouldn't have otherwise.

The detail and info that can be pulled from accounts. the usage reports and devless to customize exactly what you want to track.

segments can use a face lift a little bit but overall still very useful.

follow up and tracking for onboarding