ChurnZero vs. Whatfix

If you are a SaaS business with a high volume of customers, having ChurnZero is a must. If you have a subscription based business and a customer success or account management function in your company, I would highly recommend ChurnZero.

Currently, we are only using Whatfix with Salesforce but are in the process of implementing on other systems. It is an excellent tool to organize and provide in-app access to training materials already created. It excels at providing guidance about tasks users don't complete often and, therefore, forget what they were trained about the process. The only sort of system it might not work well is one that provides its own robust in-app assistance. More than one type of tip icon being displayed, for instance, could be confusing.

• Plays: Allows you to bulk send emails out to clients based on easy to make segments. Also, allows us to track success of a play. Previously, we had to work with our marketing team to send out any emails and it was an extremely bulky process that took far too long for the payout.
• Segments: Better than any other CRM reporting functionality. Allows us to more accurately look at portions of our clients based on different factors that are extremely easy to use.
• Health Scores: The customization allows us to really play around with different health scores as we figure out what good health across clients and services really look like.
• Transparency: Allows me as a manager to see a much better comprehensive look at my team's performance.

Incentivized

• Understanding the unique needs of this new emerging market and unfamiliar business processes.
• Fantastic professionalism from all the Sales team and Professional Services team, right from our first enquiry via their website.
• Providing a structured onboarding process and strong project management offering which helps us feel confident we will achieve our goals with Whatfix, despite our ambitious delivery timeline.

• More clarity around our usage (event) data - it can be difficult to understand all the terminology ChurnZero uses
• Add more functionality for use cases of Operations teams - currently focused mainly on CSM usage
• Ability to set defaults when viewing dashboards and command center - currently all choices reset

Incentivized

• Design is definitely something they can improve on. The callouts and carousels are a little bit old-school and sometimes this creates a discrepancy with your product's design language.
• They can improve with some functionality, like full-screen carousels for the web. There are points that they cannot accommodate your design and you have to iterate on that.

Incentivized

Our team is very happy with the product after evaluating multiple vendors, including Gainsight, Totango and Planhat. We like the additional functionality that CZ offers on its enterprise version. We were strongly considering other products if the price was right and functionality worked, but the change management would have been too heavy and taken too long. The ChurnZero team has been a good partner to rely on and allowed us to free up our time and resources to focus on more pressing matters

Incentivized

Whatfix are an absolutely stellar vendor in every way. As with all technology tools and platforms, it's important to evaluate the marketplace to see what else is on offer. It would have to be something exceptional for us to seriously consider discontinuing our relationship with Whatfix

ChurnZero makes my work life a complete game changer. I say it all the time ChurnZero is a one stop shop for data! I don't fumble through numerous different programs, try to remember different passwords, I literally login to CZ and it is right there in front of me

Incentivized

While they've made a lot of improvements in the last year, there are still challenges with walkthroughs and how beacons can be created. They are aware of these limitations and are actively soliciting customer feedback to help them remedy these shortcomings.

Incentivized

Quick response by the CZ team.

Incentivized

Sometimes there is a delay to showcase all whatfix elements

I recently had the opportunity to interact with ChurnZero's customer support team, and I must say, I am thoroughly impressed. Their responsiveness and willingness to solve problems are exemplary. From the moment I reached out, their team displayed a level of professionalism and dedication that truly stood out.

Incentivized

Support is very proactive and quick at solving/investigating any issue that might come up. They are very knowledgeable about their own tool and coding as well, and therefore, they quickly understand the goal you try to achieve - even doing custom code when necessary (or fixing your custom code). Even as COVID hit, Whatfix still managed to supply the same high standard of support.

The training and onboarding have been very helpful. Since I was not a part of the team when ChurnZero was implemented, it was important to get brought up to speed as quickly as possible and our CSM has been incredibly receptive in that regard.

Incentivized

While helpful, the feedback from our employee was, that [they felt] the training was very high-level - sometimes confusing. It would be great to have some kind of sandbox environment for new users to train certain scenarios.

I implemented CZ in 4 months. When I look back, this is not a long time where I needed to get to know CZ by myself (as I did not have knowledge of it at all..) study the Academy, playing around in the test environment and setting up in live environment.

Incentivized

Although Whatfix make the process relatively straightforward (they will provide Group Policy Scripts to install a Google Chrome extension specific to your organisation) its important to ensure your network deployment teams (if you have more than one) understand their role and what they need to do to test deployment once they undertaken the work.

We've used several products such as HubSpot, Asana, and Chameleon. ChurnZero gave us all of the features we were looking for including product usage, health scores, automations, journeys, in app walk-throughs and in app announcements. We were able to replace several platforms with ChurnZero and ended up with more functionality.

Incentivized

The fundamental decision for Whatfix was a management decision at the international level. The different options Whatfix offered for different systems in our company led to the decision to go with Whatfix. Basically, I am very satisfied with the decision, as the presentation of various topics, among others for our CRM system, can be mapped more individually, specifically, and directly for the different addressees. The evaluation options are also much more extensive and detailed.

Easy to escalate.

Incentivized

• Already allowing us to do some data-clean up and better identify struggling accounts
• Gives us the tools to re-teach our team on being proactive, not reactive
• We can more easily identify accounts that are positioned well for cross sell
• Over time, we hope to see higher renewal retention

Incentivized

• With 8 Systems the ROI is substantial, for every call saved, hundreds of dollars are saved.
• Providing just in time assistance with task and eliminating the search of 15 to 20 minutes to discover how to do something not only saves time, but dollars.
• Productivity increases, learning is adaptive and both are wins in ROI.
• Whatfix has paid for itself - over and over again.

Incentivized