Red RetentionToolkit
Customer Retention Dashboards by RedArgyle
Overview
Great customer retention doesn't happen by accident! With the Red Retention Toolkit by Red Argyle we give you several custom fields, calculations, reports, analytic snapshots and a customer retention dashboard.
Track Customer Retention Over Time
Automate Customer History
Baseline for Additional Report Logic
The Red Retention Toolkit enables customer retention reporting, instantaneously, or over time in 30,90, and 365 day increments. Employs formula and workflow logic on the Account level to tag customers, prospects, and former customers. Reports and Analytic Snapshots on top of the base account data round out the toolkit and capture Account data monthly for further analysis and review. This toolkit is ready to go. 100% native on the Salesforce.com platform. It will require some configuration work, security review, and customization to match your business processes, but provides all the big pieces to track the complexities of retention.
Red Argyle's Achievements
Categories
- Business Needs
- Dashboards & Reports
- FeaturesEditable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Editable Code