Case Study: RHR International boosts client retention and eliminates contact loss with Surfe

RHR International - Customer Case Study

RHR International, a global management consulting firm, needed a better way to keep track of high-level prospects and clients as executives changed jobs and their contact details became outdated in the CRM. Using Surfe with Copper, the team struggled with contact loss and time-consuming manual updates whenever people moved to new companies.

Surfe solved this with its 1-click profile update and CRM sync features, allowing consultants to update job titles, companies, and email addresses directly from social profiles and keep records current. As a result, RHR International reported 0 contact loss, a 94% satisfaction rate, a 93% retention rate over the past 18 months, and more than 3,000 actions completed, saving many hours and helping consultants nurture client relationships more effectively.

RHR International

Ariell Heacox

Project Coordinator