What problems is RetainSure solving and how is that benefiting you?
Before RetainSure, getting a complete view of an account meant pulling information from multiple places—support tickets from the CEM team, invoices and ARR from Finance, NPS from HubSpot, email threads for context, and Excel sheets for account notes and plans. Preparing for a single customer meeting could easily take hours.
With RetainSure, all of this information is now available in one place. While we're still in the early stages of adoption, our Account Managers can access the complete customer context much more easily before a QBR or renewal discussion.
The RetainAI Slack bot makes it even more convenient. Anyone across the organization can ask a question about an account and get the relevant information instantly, reducing the need to chase different teams for updates.
It's helping us move toward a more proactive, informed, and collaborative way of managing customer accounts. Review collected by and hosted on G2.com.