What’s the latest on ChurnZero’s platform? Keep reading for a roundup of highlights and what you may have missed on Success Plans, an updated Team View, and meeting sentiment via Engagement AI.
Success Plans: more collaborative, more actionable
- What to know: Collaborate directly with your customers in shared Success Plans, allowing them to edit goals, tasks, timelines, and more.
- How it helps you: Success Plan-specific segments and alerts make it easier for your team to report on individual plans and goals, track progress, and trigger real-time alerts when plans change.
Team View: better flexibility (and manager-friendly)
What to know: The Command Center’s Team View has a more cohesive, flexible way for managers to stay on top of tasks, meetings, and messages for review across the team – it’s all in one place.
How it helps you:
- Expand and collapse team rows
- Take action on to-do’s in bulk
- Step in for out-of-office teammates or support cross-team coverage when needed
Engagement AI: meeting sentiment and topic analysis
What to know: See the full story with more powerful customer conversations. Engagement AI tracks meeting sentiment and key topics, adding to the insights it already pulls from emails, notes, surveys, and activities.
How it helps you: See all of these insights across segments, dashboards, timelines, and customer profiles to help:
- Spot risks sooner
- Personalize outreach
- Strengthen relationships with data-backed confidence
Learn more: Reach out to a CZ team member or CSM for all things Engagement AI
More on meetings: link directly to customer accounts
What to know: Whether your meeting is synced from Gong, Chorus, or created manually, ChurnZero will automatically assign it to the right customer account.
How it helps you:
- Streamline workflows and save your team time
- Need to make tweaks? Quickly update the account right from the meeting details
Learn more: All things Customer Profiles (Accounts)
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