Cross Selling & Referral Optimization

Actionable cross-selling and referral solutions

Product & Service Reviews:

Optimize your cross selling and referral generation efforts! Product & Service Reviews mine your clients for new, high quality opportunities. Our unique Cross Selling and Referral Methodology allows us to gather deep, candid information from your best clients:

A Unique Solution to Grow Your Business
Dramatically Increase Cross Selling Opportunities
Dramatically Increase Referral Opportunities
Measure the Competition - Target Competitor Takeaways
No IT effort required by your firm
Dashboard to drill down on all results
Guaranteed Minimum 300% potential Return On Investment
Guaranteed 50% Response Rate

Our fast and effective process will yield candid details about what your clients want, need and would like to buy. Best of all, we determine the competitive landscape, delivering details of your competitors’ performance and alerting you whenever the competition is delivering sub standard service (we call these competitive takeaways). And our state of the art technology gives you fast and easy access to your data in seconds.

Client Service Reviews:

Active Retention has pioneered a process called Client Service Reviews. This special survey process allows us to gather deep, candid information about your best clients. Our analysts review every client response and our technology rapidly disseminates the information to your management and field teams.

Improve loyalty and retention
Improve execution and delivery
Identify quality and service issues
Generate cross selling and referral opportunities
Guaranteed 50% response rate, a 300% ROI!

The executive team has an easy to use dashboard to drill down on any aspect of the survey data in seconds. Our technology rapidly disseminates the information to your management and field teams. We help you resolve your immediate product delivery issues, improve the efficiency of your organization, increase your sales and marketing execution and target your best opportunities.

Proactive Data Group, a subsidiary of Active Retention, offers products and services to help grow your business – we identify hidden opportunities through our unique survey research paradigm – we optimize the value or your best relationships.

Proactive Data Group products include our Cross Selling & Referral Optimization Solution (Product & Service Reviews) and our comprehensive Loyalty, Quality, Cross Selling & Referral Solution (Client Service Reviews). We help you select the best solution for your needs. Our Product & Service Reviews are first and foremost about cross selling and referral opportunities. Our comprehensive Client Service Reviews deliver candid feedback on service, quality, execution, delivery and cross selling and referrals opportunities.

Both products offer an easy to use dashboard which provides rapid access to strategic and tactical results. And our results are delivered quickly, making ours the only “Actionable” solution on the market.

We are so confident in our solutions that we guarantee a 50% response rate and a 300% ROI on every project – in writing! And like all of our clients, you will be surprised with the candid and deep feedback from your best clients.