Client Testimonials

I would strongly recommend Active Retention’s Actionable Client Review solution to anyone seeking to better understand loyalty, quality, and performance at their organization.
— Colleen LoConte, Vice President Customer Service, Dendrite International
We considered the responses so valuable that we are now proceeding with a second round of questionnaires for an additional group of clients.
— Chris Seitz, Manager Corporate Communications, T.J. Adams
It’s much easier to stay on top of client satisfaction when you can measure and monitor every issue on a client by client basis. Our continued goal is to deliver the highest possible level of tailored services to each and every Bolton & Company client.
— Mike Morey, COO, Bolton & Company
One of our major clients was identified by Active Retention as imminently ready to leave - our team met with this client and turned them around. That alone was worth the price of our entire investment.
— Kathy Ybarrondo, Vice President & Principal, Barney & Barney
We were very pleased with the Active Retention process and their technology made our jobs much easier. Although we have done surveys in the past, we were in a much better position to respond and act upon the results with Active Retention’s Actionable Client Review Solution
— Patty Fontneau, Chief Administrative Officer, IMA Financial
Our clients were extremely candid in their responses, thanks to Active Retention’s specific questions and methodology, which allowed us to understand exactly what our clientele expected from our sales and service teams.
— Chris Seitz, Manager Corporate Communications, T.J. Adams
Our service people are using it to better service our clients every day. Our sales people are able to target specific referral and cross selling opportunities identified in the Actionable Client Review process.
— Janet Pendexter, VP of Operations, Mastors & Servant Ltd.
We closed eight (8) new EB/FS deals and fifteen (15) EPL deals since we completed the Active Retention Actionable Client Review project.
— Liz Allen, Executive Vice President
I would highly recommend Active Retention’s Actionable Client Review Solution for organizations seeking to understand the specific needs and wants of each key decision maker within their client community. Active Retention’s Actionable Client Review process was fast and professional - it helped us better understand each client’s exact needs and concerns and we were able to share that actionable information directly with our account team for quick action.
— Brian Bair, Crawford Advisors, LLC
The value of receiving truly candid feedback from service-related perspectives was priceless to our organization. It allowed us to focus on specific needs and wants on a client-by-client basis - identifying service issues and capitalizing on cross selling and referral opportunities. One of our major clients was identified by Active Retention as imminently ready to leave - our team met with this client and turned them around. That alone was worth the price of our entire investment.
— Kathy Ybarrondo, Vice President, Barney & Barney
Active Retention was a superb organization to work with; they were not only highly responsive to our specific needs, but were also efficient in execution. With Active Retention’s solution, we gained dramatic insights both tactically for each client, and strategically across all venues and product lines.
— Colleen LoConte, Vice President Customer Service, Dendrite International