CRM & Sales
Salesforce Customer Win-Back Agent logo

Salesforce Customer Win-Back Agent

Lost customers are costing you revenue. This agent finds accounts and contacts that haven’t engaged recently, adds them to win-back campaigns, schedules tasks for your reps, logs outreach attempts, and tracks responses—so you can recover churned clients and boost retention effortlessly.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Churned accounts are slipping through the cracks

You know you’re losing customers, but your team is too busy to track and follow up with every disengaged account. This agent finds and enrolls them in win-back campaigns automatically.

Sales reps forget to follow up with lost clients

Your reps intend to reach out to churned customers, but manual task creation is inconsistent. The agent schedules and assigns every follow-up, so no opportunity is missed.

You can’t measure which win-back campaigns actually work

You run win-back campaigns, but tracking engagement and responses is a manual nightmare. The agent logs every outreach and tracks responses, giving you clarity on what’s driving results.

Your team spends hours building lists of lost customers

Manually searching Salesforce for disengaged contacts takes hours every week. The agent finds and segments them instantly, freeing your team to focus on selling.

You want to recover revenue from past clients, but don’t know where to start

You know there’s gold in your lost customer list, but lack a systematic process. The agent automates the entire win-back workflow, so you can boost retention with zero busywork.

How to hire your agent

1

Connect Salesforce

Securely link your Salesforce account to the agent in just a few clicks.

2

Tell the agent your win-back criteria

Specify what counts as a ‘lost’ customer (e.g., no engagement in 90 days), which campaigns to use, and how you want follow-ups assigned.

3

Agent goes to work

The agent finds disengaged accounts and contacts, adds them to your chosen campaigns, creates and assigns follow-up tasks, logs all outreach, and tracks responses—keeping you updated every step of the way.

You doing it vs. your agent doing it

Manually searching Salesforce for disengaged customers every week
Agent finds and segments lost customers instantly, every day
2-3 hrs/week
Creating and assigning follow-up tasks for each lost account by hand
Agent auto-creates and assigns tasks to the right reps
1-2 hrs/week
Manually adding contacts to win-back campaigns (and risking duplicates)
Agent adds contacts to the correct campaigns with no duplicates
1 hr/week
Logging every outreach attempt and tracking responses in spreadsheets
Agent logs all activities and responses directly in Salesforce
30 min/day
Building win-back performance reports from scratch
Agent keeps real-time records for instant reporting
1-2 hrs/month

Agent skill set

What this agent knows how to do

Identifies Disengaged Accounts and Contacts

Automatically finds accounts and contacts in Salesforce that haven’t engaged within your specified time frame, so you never miss a win-back opportunity.

Adds Lost Customers to Targeted Win-Back Campaigns

Enrolls disengaged contacts and accounts into your designated Salesforce win-back campaigns, ensuring every lost customer receives the right outreach.

Schedules Follow-Up Tasks for Sales Reps

Creates and assigns follow-up tasks to your sales team for each win-back prospect, so no outreach falls through the cracks.

Logs Every Outreach Attempt

Tracks and records every call, email, or meeting attempt as a Salesforce activity, giving you full visibility into your recovery efforts.

Monitors Campaign Engagement and Responses

Tracks which lost customers re-engage with your campaigns, updating their status and helping you measure the true impact of your win-back efforts.

Provides Real-Time Recovery Reporting

Generates up-to-date reports on win-back campaign performance, so you know exactly how many customers you’re recovering and where to focus next.

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