Melissa Gerace
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Articles
Recent activity by Melissa Gerace Sort by recent activity-
Create Journeys Using Templates
The preconfigured templates found in the Launchpad help you streamline your workflows! There are a couple of different ways to get started. You can use the Launchpad navigation button on the left-s...
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Generate Customer Briefs With Snapshot AI
Snapshot AI uses the ChurnZero Customer Success AI (CS AI) to create a comprehensive summary of an account's current status based on all available information. A single click leverages qualitative ...
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Understand Journey Milestones and Steps
Every journey is made up of smaller portions called milestones. Every milestone is composed of even smaller portions called steps. Think of it like breaking up a road trip into smaller legs, and th...
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Understand Segment Types
Different segment types return different results. The first step in creating a new segment is identifying the type of segment you need, based on the results you want. For example, if you want a lis...
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Setting Up Your OKTA SSO
NOTE: Please check your login source before configuration. In the Admin space, go to General > Org Settings. Update the Allowed Login Source field. Create OKTA App Log in to Okta, then go to the ...
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Share Reports to Salesforce
ChurnZero enables seamless integration with Salesforce, allowing you to share Account/Contact profile previews, Snapshot AI briefs, Account Insights Reports, Renewal Hub Reports, and Custom Dashboa...
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Collaborate on Success Plans
Success Plan collaboration means that you can give customers a more active role in their interactions with your plans for continued success. Collaboration allows for your customers to make their ow...
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Using Your Timeline Panel
In your profiles, you'll see a panel at the right of your screen. This is your ChurnZero Timeline. Here you can get a bird's eye view of upcoming tasks, meetings, and events, items that may have be...
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Adding and Editing Custom Tables
Simply put, custom tables are any object that we have integrated into ChurnZero that do not fall into the objects in a standard table. Custom table objects may include objects from your CRM (like o...
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Read and Analyze Journey Reports
Reading journey reports can help you dive deeper into a specific journey and its associated information. Get a bird's eye view of journey progress, journey status, the details of accounts in the jo...