Right here’s a listing of ChurnZero’s main product releases in Q1 of 2023.
Work quicker with Buyer Success AI (CS AI™)
CS AI is the primary generative synthetic intelligence constructed right into a Buyer Success platform, and the primary designed for the CS business. CS groups have the choice to make use of the instrument’s pre-loaded AI prompts or create their very own to immediately synthesize buyer knowledge, conduct analysis, draft communications and templates, and generate methods.
CS AI is built-in proper into person workflows. The CS AI button may be discovered within the toolbar in addition to in buttons above messaging content material in play steps, in content material templates, and message overview.
In the event you’re not a ChurnZero buyer, we invite you to strive a free model of CS AI.
Handle income and growth with confidence utilizing Renewal and Forecast Hub
Predict retention and quantify your CS workforce’s direct affect on income utilizing Renewal and Forecast Hub. With versatile configurations and automated analytics, this instrument offers your CS workforce a central income insights and evaluation, with out the necessity to manually transfer and set up knowledge from spreadsheets and CRMs.
CS leaders can forecast, monitor and analyze projected income throughout their workforce’s whole e-book of enterprise, whereas particular person CSMs can do the identical for their very own accounts.
Keep organized and on prime of all buyer engagements with Timeline
Constructed straight into Buyer Profile pages, Timeline offers CS groups with an simply accessible checklist view of an account or contact’s whole historic file of occasions and associated actions.
Customers can conveniently view (to prep for the day/conferences), act on (check-off duties, or create further actions) or search (search straight or filter down) all related upcoming and previous buyer engagements displayed in chronological order.
Seize, set up, and share deeper buyer insights with Notes
The times of sifting by means of scattered sticky notes, google docs and third-party notetaking apps for a buyer’s be aware historical past are gone.
With ChurnZero Notes, CS groups can take long-form notes on the account and speak to ranges to log key buyer data and actions. Notes may be reviewed and sorted by particular filters making it straightforward to entry related particulars.
CSMs can create an environment friendly notetaking course of through the use of Notes to seize vital particulars, prep for conferences, draft agendas, automate duties after a be aware is revealed, and arrange danger alerts for accounts which have gone 90 days with out a assembly be aware creation.
Managers can zoom in on account particulars through the use of Notes to overview the exercise of accounts belonging to their direct stories for one-on-ones and perceive buyer conditions and historic context inside minutes.
Improve productiveness with Content material Templates
Admins can now simply standardize messaging with templated language on any subject, permitting the workforce to conveniently insert it into their communications.
Use Content material Templates to make sure constant messaging throughout your buyer base when dealing with standardized matters like objection dealing with, FAQs, introduction of latest options, and customer-facing bulletins.
Streamline person and knowledge administration
Introducing our newest bundle of options designed to streamline your person and knowledge administration duties! With our Admin House, admins have a devoted hub for all configurations, making it simpler than ever to handle customers and knowledge. Admins can now bulk handle customers, making modifications to a number of profiles all of sudden, saving helpful effort and time.
However that’s not all – with our transparency function, CS groups can acquire perception into person integrations, guaranteeing that knowledge is at all times in sync and updated. And talking of syncing, our highly effective sync controls give CS groups full management over the information going to and from their CRM, permitting them to handle knowledge with ease.
Need to dive deeper right into a ChurnZero function or see it in motion? Schedule your demo as we speak.
