About Retentional
Retentional is a Customer Success planning software from Retentional that supports high-touch teams in creating strategic success plans. It combines OKR-driven success plans, collaborative design with customer success leaders, and a three-step planning process so teams can effectively secure their bottom line revenue. Retentional focuses on providing clear frameworks for goal alignment and accountability, helping teams track their progress and adapt strategies as needed. The platform offers features that enable easy sharing of plans, progress tracking, and performance assessments for improved team collaboration. Key capabilities: OKR-driven planning Collaborative design Three-step process Progress tracking Performance assessments Best for: Customer Success teams that need structured planning and alignment for revenue retention.
Retentional by Retentional is a customer success platform focused on helping companies reduce churn, increase customer retention, and boost overall satisfaction through actionable insights and automation. The software is designed with a data-driven approach to proactively manage customer health, segment accounts, and empower success teams to take timely action. Key features include customer journey mapping, churn prediction models, automated alerts and tasks, success playbooks, and robust analytics dashboards that provide a 360-degree view of the customer lifecycle. The user interface of Retentional is modern and intuitively designed, providing users with an efficient and clutter-free workspace. Navigation within the platform is smooth, with clearly labeled modules for account overviews, engagement tracking, and success workflows. The layout balances visual charts with detailed data points, offering both high-level insights and drill-down capabilities. Users can easily customize dashboards according to their roles, making it accessible for CSMs, team leads, and operations staff. One standout design element is the Customer Timeline view, which visually maps touchpoints and milestones across the customer journey for a clearer understanding of engagement patterns.
Pros & Cons
- Provides a clear framework for creating and managing customer success plans.
- AI assistance streamlines content creation and goal suggestions.
- Integrates OKRs for focused and measurable goal achievement.
- Designed to handle a large number of accounts effectively.
- Enables seamless sharing and joint tracking with customers.
- The free plan has a cap on the number of OKRs.
- The free plan offers only fundamental analytics.
- The Pro Plan incurs a per-user monthly fee.
- Users might become too dependent on AI suggestions without critical thinking.
Features
Key features
Allows users to build structured plans with goals, timelines, and owners.
Integrates the Objectives and Key Results (OKR) framework for goal setting and tracking.
Leverages artificial intelligence to suggest goals, key results, and generate content for success plans.
Enables monitoring progress and measuring results across customer accounts.
Designed to manage a large number of accounts with consistent and personalized plans.
Facilitates the creation of tailored strategies based on business details, client information, and goals.
Allows sharing success plans with customers and stakeholders for real-time tracking and collaboration.
Offers pre-built templates for creating success plans efficiently.
Provides data and insights into success plan performance and customer value.
Offers basic notifications to keep users informed.
Includes integration with Zapier (in the Pro Plan) for connecting with other tools.
Offers 24/7 priority support for Pro Plan users.
Additional features
This is the core functionality, enabling users to create, monitor, and expand their usage of success plans for customer success management.
This highlights the use of the OKR methodology, ensuring goal alignment and measurable progress within the success plans.
Users can build customized success plans tailored to individual clients or segments.
Provides a centralized and user-friendly interface for defining the objectives, deadlines, and responsible parties for each task or goal within a success plan.
Indicates the AI-powered feature that can automatically generate or suggest components of the success plan, such as goals and key results, saving time and effort.
Enables users to monitor the progress and results achieved through the implementation of the success plans, allowing for data-driven decision-making.
Provides a holistic view of how success plans are performing across the entire customer base.
The platform is designed to handle a growing number of accounts without compromising the consistency or personalization of the success plans.
This emphasizes the platform's ability to maintain a high level of individualization even when dealing with a large volume of customers.
The software assists in crafting unique strategies for each customer based on their specific circumstances.
Explains the process behind personalized strategy development, leveraging data to create relevant plans.
The platform provides a clear framework for setting and managing goals.
Reiterates the use of OKRs to provide structure, clarity, and alignment around objectives.
Refers to the AI capabilities that enhance the planning process.
Highlights the speed and efficiency gained through AI in generating content for success plans.
This feature helps identify key instances where customers realized significant value from the product or service.
Explains the purpose of the "Moments of Impact" feature in understanding customer success drivers.
Facilitates direct interaction and shared visibility of the success plan with clients.
Enables internal and external stakeholders to stay informed and involved in the success planning process.
Offers pre-designed templates to streamline the creation of success plans.
Provides fundamental analytics and reporting on success plan performance (available in the Free Plan).
Delivers basic alerts to keep users informed of relevant updates (available in the Free Plan).
Removes the limitation on the number of OKRs that can be used (in the Pro Plan).
Offers comprehensive analytics and reporting across the entire organization (in the Pro Plan).
Allows connection with thousands of other applications for automated workflows (in the Pro Plan).
Provides enhanced and round-the-clock customer support for Pro Plan users.
Pricing
Monthly plans
Countries & Languages
Available in
Interface languages
Billing currencies
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About Retentional
Retentional is a Customer Success planning software from Retentional that supports high-touch teams in creating strategic success plans. It combines OKR-driven success plans, collaborative design with customer success leaders, and a three-step planning process so teams can effectively secure their bottom line revenue. Retentional focuses on providing clear frameworks for goal alignment and accountability, helping teams track their progress and adapt strategies as needed. The platform offers features that enable easy sharing of plans, progress tracking, and performance assessments for improved team collaboration. Key capabilities: OKR-driven planning Collaborative design Three-step process Progress tracking Performance assessments Best for: Customer Success teams that need structured planning and alignment for revenue retention.
Retentional Details
Retentional's In-App Market Place
Does Retentional have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (CN¥), SEK (kr), NZD (NZ$), KRW (₩), INR (₹)
Pros & Cons
- Provides a clear framework for creating and managing customer success plans.
- AI assistance streamlines content creation and goal suggestions.
- Integrates OKRs for focused and measurable goal achievement.
- Designed to handle a large number of accounts effectively.
- Enables seamless sharing and joint tracking with customers.
- The free plan has a cap on the number of OKRs.
- The free plan offers only fundamental analytics.
- The Pro Plan incurs a per-user monthly fee.
- Users might become too dependent on AI suggestions without critical thinking.
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