Retain

How to Use Retain for Customer Success

This guide explains how the Retain module empowers Customer Success teams to manage renewals and minimize churn. It covers best practices and workflows for tracking customer health, identifying risks, and executing proactive retention strategies to sustain revenue.

Adopt > Retain

This section details the handoff process from Customer Success (Adopt) to Retention (Retain), emphasizing collaboration and information transfer to ensure continuity in customer relationship management and sustained engagement.

Retain Dashboard

The Retain Dashboard offers a comprehensive overview of renewal opportunities, customer health scores, and churn risk indicators. It enables focused attention on accounts requiring intervention and streamlines retention efforts.

Retain Financial Section

This section provides financial insights related to renewals, including renewal forecasts, revenue at risk, and contract values. It supports data-driven decision-making to prioritize retention activities with the highest financial impact.

Retain Customer Filters

Customer Filters allow segmentation based on renewal status, health scores, and engagement data. This facilitates targeted outreach and personalized retention campaigns tailored to specific customer groups.

Retain Customer Detail

Retain Customer Detail delivers granular information on individual customers’ renewal histories, usage patterns, and engagement. These insights assist in crafting effective retention strategies and improving customer satisfaction.

Retain Contact Activity

Contact Activity tracks all communication touchpoints between Retention teams and customers. Maintaining detailed interaction records supports consistent follow-ups and strengthens relationships.

Update Customer ARR$

This feature enables updating and tracking of Annual Recurring Revenue within the Retain module, providing critical metrics for evaluating account health and forecasting revenue retention.