What’s the latest on ChurnZero’s platform? Keep reading for a (big!) roundup of highlights and what you may have missed on the latest user interface, Plays widget, Command Center and Success Plans updates, meeting enhancements, and a calculated field builder.
ICYMI: ChurnZero’s new user interface.
- What to know: The user interface got a visual update recently, with refreshed colors, softer styles, and a more modern design.
- How it helps you: Don’t worry – this hasn’t changed how you work within the platform. It just makes it a little more fun.
Plays widget: Track Plays performance at a glance.
- What to know: Our latest widget brings play-level analytics into Custom Dashboards and Account Insights.
- How it helps you: Monitor progress, completion rates, and outcomes across accounts, all in one view.
Command Center: Improved and expanded personal view.
- What to know: Your personal view in the Command Center now shows all open tasks and messages, regardless of calendar date selection.
- How it helps you: Optional filters and new column labels make it simpler to scan, sort, and stay focused – which also makes it easier to manage what is on your plate.
Learn more: All things Command Center
Success Plans: Preview and duplication.
What to know:
- Easily preview what your customers will see in shared Success Plans without having to add yourself as a collaborator
- Duplicate entire plans or individual goals across plans and accounts, helping your team scale best practices without starting from scratch.
Learn more: All Things Success Plans
Meetings: Sync to SFDC, AI-powered and automated follow-up, and Zoom integration.
- What to know: Salesforce sync Completed meetings in CZ can now push to Salesforce Events, giving your CRM users a holistic view of customer engagements without extra data entry.
Learn more: ChurnZero’s integrations
- What to know: AI-powered meeting follow-up, now automated When a meeting is marked complete in CZ, CS AI automatically drafts a follow-up email using your meeting notes, ready for your review and a one-click send. It’s faster, more consistent, and doesn’t add to your workload.
- What to know: Zoom integration Sync Zoom meetings into CZ – complete with participants, recording links, and auto-generated summaries and action items. Add more context to your customer engagements, without the extra legwork.
Calculated field builder.
- What to know: Create your own formula, rollup (formerly called ‘aggregate’), and family rollup fields – no support ticket required.
- How it helps you: With expanded options for dates and text values, this builder offers more control over how your data is calculated, displayed, and used across your tech stack.
Learn more: Account Insights and advanced reporting
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