ChurnZero Demo

Name: ChurnZero Demo
Uploaded: 2024-05-21T10:47:41.000Z
Duration: 18 min 26 s
Description: We're the Customer Success platform and partner for growing SaaS and subscription businesses.

Demo Summary

Watch Justin’s demo of ChurnZero, a tool that helps teams keep customers happy and stop them from leaving. You’ll see: - Command Center: one screen to see your meetings, tasks, and send emails or notes. - Smart tasks: reminders to contact customers who need help or are up for renewal. - Health scores: track customer happiness and get alerts when scores drop. - Playbooks: use ready steps for onboarding, support, and renewals with emails or in-app messages. - AI & Reports: auto-create follow-up emails, predict renewals, and share charts by email or Slack. See how ChurnZero organizes your work, helps you contact more customers, spots risks early, and shares data with your team.

AI-Detected Features

Introduction and Speaker OverviewJustin Johnson begins the demo by sharing his screen, introducing himself and ChurnZero, and explaining his four-plus years of experience helping companies of all sizes succeed with the platform.

00:00

Customer Success Market ContextAn overview of recent industry validation, including a Forrester report highlighting the growing importance of purpose-built customer success platforms and three key strengths: nimbleness, depth and innovation.

00:52

Demo Agenda: Three Core Use CasesJustin outlines the three focus areas for the demo: simplifying CSMs’ daily work, empowering scalable customer engagement without workflow interruptions, and leveraging customer data for insights and cross-team sharing.

01:48

Command Center: Your Daily WorkspaceIntroduction to the Command Center, where CSMs spend most of their day. It integrates with calendars to surface meetings, lets teams log notes, create tasks, send templated messages, and enroll customers into automated playbooks.

02:24

Automated Daily Task ListExplanation of the daily task list that automatically prioritizes customer outreach based on signals like usage dips, high support volume, renewals or upsell opportunities, and queues personalized email templates or call reminders.

03:26

Churn Score Change ReportingWalkthrough of the Churn Score Change report, which shows account health trends over time and provides prescriptive insights into what’s driving score shifts so CSMs can take targeted action.