It was a busy, productive end to 2024 for the ChurnZero team! Read on for highlights around our reimagined Command Center, new Success Plans, and exciting enhancements to Meetings.
1. New ChurnZero feature: Success Plans
Details: Success Plans are the new blueprint for customers and CS teams alike. Set and track clear, measurable goals. Support customers while preparing for contract renewals. Tailor personalized, high value plans for accounts and communications in just a few clicks. Provide shareable documents, updated in real time, to outline a customer’s unique goals and keep them accountable, informed, and achieving at the right pace.
Benefits
- Completely customizable for each goal and customer (without limits on each account)
- Lofty goals become manageable actions, tasks, and assignments
- Keep your team updated and informed with real-time tracking
- Health scores just got smarter, via weighting ChurnScores by percentage of Success Plans and goals created and achieved
2. New ChurnZero feature: Command Center, revamped
Details: Welcome to your new home base, CSMs. The updated Command Center is redesigned with you in mind. Hit the ground running with just the right level of customization – no complex setup, no deluge of feature sets. Core functionality remains the same, but an enhanced, modern UI helps each CSM navigate all of their daily responsibilities and To Dos in one place. It’s the ultimate workspace, optimized for clarity.
Benefits
- Start with a curated default experience that allows room to customize (for both CSMs and managers)
- An intuitive, more scannable display with all of your favorites (pin segments, see score changes, manage tasks and meetings), plus more enhanced capabilities for robust datasets
- The new To Dos experience provides access to daily tasks, meetings, message reviews, and more in a simple list on the homepage
- My Book and Health sections offer curated insights for proactive strategies, expanding on the idea of pinning segments through pre-configured cards
3. Updated feature: Meetings functionality and integrations
Details: The new Meetings experience is the ideal, single workspace for managing any customer engagement, from meetings and recordings to detailed summaries and follow-up tasks. Add an integration with Gong or Chorus to unify all of your customer call recordings and their AI summaries and insights directly into ChurnZero. And it’s all built directly into the new Command Center calendar view.
Benefits
- Simplify planning, tracking, and follow-up for more efficient meeting workflows
- Automatically sync Gong and Chorus call records and notes to where the work gets done
- Access meeting details in account profiles for a fuller customer engagement picture
- Save time on manual notes and meeting prep, while gaining insight on customer health, sentiment and adoption
