Integrate BrightManager with Retently

Sync client profiles with Retently to keep customer data updated, trigger NPS/CSAT surveys when a client is marked as no longer a client or when services are updated, and use survey feedback to improve client retention strategies.

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About BrightManager

BrightManager allows for client management, including creating, updating, and deleting clients, as well as marking them as no longer a client. It enables service management for clients.

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BrightManager to Retently

1

Client Created

Triggers when a Client is created within BrightManager.
2

Client Marked as NLAC

Triggers when a Client is marked as "No Longer a Client" within BrightManager.
3

Client Deleted

Triggers when a Client is deleted within BrightManager.
4

Client Updated

Triggers when a Client/Prospect is updated within BrightManager.
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Retently to BrightManager

1

Create Client

Creates a new Client within BrightManager.
2

Enable Service

Enables a service for a Client within BrightManager.
3

Update Prospect to Client

Updates a Prospect to a Client within BrightManager.
4

Client Search

Finds a client by company name.
5

Disable Service

Disables a service for a Client within BrightManager.
6

No Longer a Client

Marks a Client as NLAC.
7

Update Client

Updates a client within BrightManager.

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