Freshly looks to Brightback to deliver $1 million in incremental retained revenue

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Salesforce

Personalize your customer’s cancel experience using Salesforce fields.

Overview

Salesforce is the gold standard in customer relationship management software, and connecting Salesforce with Brightback drives a world class customer experience beyond the point of cancellation. Pull in customer data from Salesforce fields to personalize your customer’s cancel experience based on who your customer is, and what’s most likely to get them to stay. Show customers tailored messages and custom offers based on their account size, location, plan type and more.

What you can do

  • Use Salesforce data to personalize customer’s cancel experience
  • oAuth integration connects to Salesforce in a few clicks
  • Filter reports by experiences defined with Salesforce data
  • Integrate with Brightback Experiences and Brightback Insights

Connect your Salesforce account

In just a few clicks, you can integrate Brightback and Salesforce to give your customers exactly what they need.

1 salesforce

Choose and map field data

Select the fields that matter to you, so you can segment customers, personalize cancel experiences and view useful reports.

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Personalize the cancel experience

Show customers tailored messages and custom offers based on their account size, location, plan type and more.

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Visualize your data

Collect cancellation data into one dashboard where you can see insights, run reporting and export data sets.

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Use Brightback and Salesforce to
give your customers what they need.

Schedule a demo