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ChurnZero product launch notes: Q2 2023

by Inspirational Matters
March 13, 2025
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Right here’s an inventory of ChurnZero’s main product releases in Q2 of 2023.   

Sharpen your buyer engagement with customizable templates

ChurnZero Launchpad screenshot - customizable customer success templates

The Launchpad is a library of pre-built, customizable templates that ChurnZero customers can seize and use to construct processes all through the post-sales buyer journey. Templates are curated by buyer success specialists and spotlight data-driven finest practices for buyer engagement and collaboration. 

Rise up to hurry on buyer exercise quick with Buyer Briefs, powered by CS AI™

Customer Success AI (CS AI) Customer Briefs screenshot

Say goodbye to writing time-consuming, guide account summaries which might be stale by the point they’re completed. 

With Buyer Briefs*, CS groups can generate a complete abstract of a buyer’s attributes, well being, utilization, engagement, communications, and extra with a single click on.  

CS crew members and leaders who don’t usually work with prospects can use Buyer Briefs to simply stand up to hurry quick. By consolidating related data from numerous sources, Buyer Briefs guarantee groups throughout your group have entry to the identical up-to-date data. 

ChurnZero is the primary buyer success platform to leverage generative AI to create such a abstract through the use of quantitative and qualitative knowledge from ChurnZero. 

*This function is barely obtainable within the Enterprise version.

Maintain buyer journeys on monitor with dependencies

ChurnZero Journey's dependencies - Gnatt chart screenshot

Dependencies in ChurnZero Journeys is the connection between two or extra actions in a Journey, the place the completion or timing of 1 exercise depends on the completion or timing of one other exercise. CS groups use dependencies to schedule and coordinate Journey begin dates, milestones, and steps in addition to allocate sources and guarantee easy venture execution.  

By constructing wait instances and dependencies into milestones and steps, CS groups can preserve full management over the Journey timeline and guarantee every merchandise happens within the meant order.  With dependencies, real-time adjustments routinely replace subsequent steps to mirror the identical adjustments, conserving your deliberate timeline in place. CS groups may also visualize the progress for the general Journey or particular milestones and steps utilizing a Gantt chart that compares deliberate and precise timelines. 

Different customer-facing groups, comparable to implementation {and professional} providers, can use Journeys to handle their workflows which regularly have extra element and steps tied collectively. 

Give prospects extra of what works with Success Middle reporting

ChurnZero Success Center report

Success Middle experiences present an all-in-one place to grasp how customers work together with ChurnZero Success Facilities. CS groups can use experiences to determine every Success Middle’s top-clicked sources and hyperlinks. They’ll then use this perception to additional refine and personalize the knowledge and widgets displayed inside these centralized areas. 

Reporting supplies a abstract view and an in depth widget view. Within the abstract view, CS groups get a fowl’s-eye-view of their Success Middle’s utilization with metrics comparable to variety of opens, variety of contacts who opened, variety of clicks, clicks per engaged session, variety of classes, and common time spent in classes. 

CS groups can use the widget view to get perception into how customers work together with the person widgets that make up their Success Middle, together with metrics like complete clicks and contacts who clicked.  

Take motion on duties immediately from buyer notes

ChurnZero Notes follow up screenshot

By no means let key takeaways and to-dos from buyer conferences get forgotten and misplaced in your notes once more. 

CS groups can now write follow-up messages to their prospects immediately from their notes in ChurnZero. Groups have the choice to draft the message themselves or to make use of our CS AI to synthesize their notes and account knowledge right into a cohesive and concise abstract message.  

Ship a follow-up instantly after a gathering or submit a abstract to customers in a Success Middle utilizing an in-app announcement.  

Moreover, buyer conferences often generate an inventory of actions (opinions, follow-ups, requests, questions) that must be assigned and fulfilled afterward. To assist maintain actions organized, CS groups can now additionally create duties immediately inside their notes, permitting them to create higher to-do lists. 

 

Need to dive deeper right into a ChurnZero function or see it in motion? Schedule your demo at present. 

Tags: ChurnZeroNotesProductrelease
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