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Economic Development | Salesforce CRM | Updates
10/15/2023

Business Retention Virtual Call

The Problem

Business retention calls are an important part of an Economic Development Organization’s work. However, limited staff time often forces EDOs to focus on the largest companies, missing small and medium-sized businesses. This means your team is missing valuable data for a understanding of your region’s economy.

Frustrated worker at their work station

The Solution

Conrin’s Virtual Retention Call app provides the ability to conduct surveys through Salesforce. Here is how it works:

An email template is created in Salesforce with that includes a link that takes the recipient to a web form containing Retention Call survey questions that match those found in the Salesforce Retention Call record.

 

After completed, the survey data is stored in the company record within Salesforce. Your team can then use this data in dashboards, reports, and for future retention calls.

Get Started Today

Conrin makes getting started easy.

  • We create the Virtual Retention Call survey.
  • We will work with you to create the custom email template containing the survey link.
  • The email is sent via Salesforce
  • Results start pouring in

Reach out for a personal demonstration so we can show you how to get a better understanding of your region’s business climate and save your team valuable time.