Solutions / Sales & retention

Answer the same day.The switch takes ten.

In Spain a switch now completes in ten working days. A retention process that waits for the next billing run arrives after the customer has gone. Synapsi answers the day the request lands.

See it happen Open workspace
Leads, tariffs and renewalsillustrative
Working days until the switch completes
With Synapsi · day 1The notice lands. Message sent, retention task openedsent
WithoutThe notice sits in a queuewaiting
Ten working days. You answer on the first.
Where the value comes from
Customers kept

A reply the day they try to leave

The switch-out notice triggers a message and a retention task the same day, while there is still time to act.

Workflows that apply

Start from templates built for this work.

wf-046

Switch-out retention

Answers the same day a competitor requests one of your supply points, and opens a retention task.

Spain · a switch completes in 10 working days
wf-051

Distance contract confirmation

Confirms a phone or web contract in writing, with the summary document, inside the withdrawal period.

Spain · within 14 days
wf-036

Switch request callback

Acknowledges a customer who wants to switch without offering anything unapproved, and books a callback for retention.

wf-042

Contract signed messages

Confirms the switch is under way, then warns about scam calls while the customer is most exposed.

wf-028

Renewal outreach

Reaches out before a contract ends and lets an agent handle the reply.

wf-055

Win-back after switch-out

A month after supply actually ended, one offer, and only if the balance is exactly zero.

Using a template creates a draft. Publishing it is a separate, deliberate step.

Before and after

The distributor says a competitor has requested one of your supply points.

Today
  1. The distributor's notice lands in a queue
  2. It is seen at the next billing run
  3. The retention call happens on day twelve
  4. The switch completed on day ten
With Synapsi
  1. The notice starts a workflow the moment it lands
  2. The customer hears from you the same day
  3. Retention calls with the account in view
  4. Stay or go, the outcome is on the record

Illustrative run. What actually happens depends on the systems you connect and the permissions you set.

What it takes

Your systems, your rules, your skills.

Skills the agents use
retain-a-customer-who-wants-to-switchquote-a-priceexplain-a-tariff-change
What you connect
  • Switching notices from your system
  • Your CRM
  • Email, plus approved WhatsApp templates
  • A task list for the retention team
Works with the software you already run
HubSpotSalesforceWhatsApp BusinessGmailNotionMailchimp
BoundaryAgents never invent an offer, promise savings or sign anybody up. Offers come from what you have written down, and people close.

See it on your own process. Not on a slide.

Tell us how sales & retention work runs today, and we will show you the first workflow to put into production.

Open workspaceTalk to the team