I like best the ability to get a quick snapshot of my client.
- Playbooks can't be edited when they are live or all opportunities that are currently in the playbook will be kicked out - Salesforce Catalyst sync can take up to 8h, which means some opportunities won't pull in until the next business day, depending on...
First a summary - Our company, HomeActions, LLC, signed up for ChurnZero on January 20, 2017. I cannot say enough about how impressed we are with this company and how many benefits we now enjoy using their integrated platform. As a Customer Success...
Onboarding and implementation was not great. The UI experience could be improved. We need best practices guides for how to set-up the best journey or play. Our CSM is unable to share those details and walk us through the process
I like best the ability to get a quick snapshot of my client.
First a summary - Our company, HomeActions, LLC, signed up for ChurnZero on January 20, 2017. I cannot say enough about how impressed we are with this company and how many benefits we now enjoy using their integrated platform. As a Customer Success...
- Playbooks can't be edited when they are live or all opportunities that are currently in the playbook will be kicked out - Salesforce Catalyst sync can take up to 8h, which means some opportunities won't pull in until the next business day, depending on...
Onboarding and implementation was not great. The UI experience could be improved. We need best practices guides for how to set-up the best journey or play. Our CSM is unable to share those details and walk us through the process