Tracking Supplier Switches During Retention Calls

Team

As part of our ongoing efforts to improve customer retention insights, we’ve introduced a new process for tracking the names of suppliers that customers switch to.

✅ A tracker has been created and linked to the Hub for easy access.

Under quick links – Customer switch reasons (click to redirect)

📌 Please make it a standard part of your retention conversations to ask and record the name of the new supplier when a customer indicates they are switching.Capturing this information will help us better understand customer behavior and improve our competitive positioning.

If you have any questions or need help locating the tracker, please reach out to your supervisor.