What Is Retention Intelligence in Setvi?

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Retention Intelligence helps sales representatives identify customers and products that may require attention.

Potential Articles:

 Retention Intelligence Overview

1. What Is Retention Intelligence in Setvi?
2. How Does Retention Intelligence Help Me Identify Customer Risk?
3. What Information Is Available on the Retention Intelligence Dashboard?

Next Best Action

1. How Do I Use Next Best Action in Retention Intelligence?
2. How Do I Review a Retention Recommendation?
3. How Do I Understand the AI Reasoning for a Recommendation?
4. How Do I Filter Retention Recommendations by Sales Representative or Category?

Customer and Product Information

1. How Do I Review Retention Risk by Customer?
2. How Do I Review Retention Risk by Product?
3. How Do I Identify Products That a Customer May Need to Reorder?
4. How Do I Review a Customer’s Previous Ordering Pattern?

Scores and Financial Information

1. How Do I Understand Retention Intelligence Scores?
2. What Does Annual Revenue at Risk Mean?
3. What Does Reorder Value Mean?
4. What Does Recovered Revenue Mean?
5. What Do Average Days Late and Overdue Mean?

Managing Recommendations

1. How Do I Move a Retention Recommendation to Working on (CRM)?
2. How Do I Snooze a Retention Recommendation?
3. How Do I Dismiss a Retention Recommendation?
4. How Do I Review Recent Retention Recommendations?

I would put only these six core titles into the hierarchy now:

1. What Is Retention Intelligence in Setvi?
2. How Do I Use Next Best Action in Retention Intelligence?
3. How Do I Review Retention Risk by Customer?
4. How Do I Review Retention Risk by Product?
5. How Do I Understand Retention Intelligence Scores?
6. How Do I Manage Retention Intelligence Recommendations?