Virtual Retention Call

We’re excited to introduce our new Virtual Retention Call. This new product will keep your retention call data organized, save your team valuable time, allow you to reach more businesses, and give you a true understanding of your region’s economy.

With the Virtual Retention Call, your organization can:

✅ Engage with businesses of all sizes – without the need for additional staffing

✅ Streamline outreach efforts without overextending your team

✅ Capture more retention call data to gain deeper insights into your local economy

✅ Automatically create retention call records in Salesforce – no time consuming data entry required

Built specifically for economic development organizations, this application increases both efficiency and impact. It integrates a retention call survey link with a customized email sent to the desired contact.

Once the survey is submitted, a new retention call record is automatically created in Salesforce in that company’s record.

This can be used for running reports, updating dashboards, and giving your team a true understanding of the local economy.

Unlike a simple Google Form, the integration with Salesforce saves your team hours of data entry and analytics work.

Getting Started

Conrin makes getting started easy.

Conrin creates a virtual retention call survey based on your needs
Conrin will work with you to create the email template containing the survey link
Your survey is sent using the Salesforce email feature
Responses are logged in Salesforce and immediately available for use in dashboards and other needs

Check out our video demo to see our virtual retention call in action.

Ready to save your organization time, get more survey responses, and a better understanding of your region’s economy? Reach out for a personalized demo or call 616-340-4519 to learn more.