Frequently Asked Questions

Below are some of our most frequently asked questions. Retreva has happily fetched the answers for you.

How to Contact Retreva

How do I contact Sales?

You can contact sales by completing our contact form, email or call 380-224-2224.

How do I contact Sales for larger teams?

You can contact our specialty sales team by completing our contact form, email or call 380-224-2224. Once we connect, we’ll direct you to a national accounts specialist.

How do I contact customer support?

Our full-service concierge support team is available 24/7/365. Contact support at, call us at 380-224-2224 or click here to submit a support ticket.

What’s included in the live demo?

We’re happy to schedule a live demo with you to personally explain how Retreva works. We’lll take you through our Retreva dashboard so you how it works it in real time and answer any questions you have. From one sales professional to another, our live demos work. 95% of people who schedule a live demo sign up for Retreva!

Schedule today: Complete our contact form, email or call 380-224-2224.

Retreva Payment Questions

Can I pay annually instead of monthly?

Yes. Contact us by completing our contact form, email or call 380-224-2224. We’ll be happy to set up an annual billing for your account.

Which payment methods do you accept?

We accept most major credit cards and debit cards for Retreva.

What results can I expect?

There are many factors that go into what kind of results a Retreva customer can expect. Things like length of sales cycle, company name recognition and reputation, warmth of contacts being used, quality of contacts being added, type of business and service being represented, content, etc. all directly affect Retreva’s statistics. Most of our clients experience very high reply percentages.

Over time, more and more contacts will reply. Some of our clients have experienced higher than 50% response rates over time on Retreva. Of the contacts who respond, the response will fall into three buckets, no for now, no for forever, and Yes.  Retreva’s reply actions help keep everyone on track and help you stay top of mind.

We have seen up to an 80% response rate over the life of campaigns. Of the contacts who respond, the largest percentage will fall into our Cycle and Follow Up reply actions (opportunity for future sales dialog). A smaller percentage will fall into Remove and Inactive, and the final percentage will be active Meetings or sales dialog. Roughly a customer can expect 40-70% of their replies to be Cycle and Follow Up. 10-30% to be Inactive/Remove and 10-30% to be Meetings or active sales dialogue.

How quickly will I see an ROI?

Most of our customers get their ROI within 30-60 days. That ROI depends on what you’re selling, but our average customer sees an ROI for approx 5 years within 30 – 60 days.

What Makes Retreva Different

What makes Retreva Unique?

There are many things that make us unique. The three most significant core competencies:

  • Our reply actions make it easy to automate communication between salespeople and their future customers. Our cycle button nurtures all of those “no’s” and “not now’s” to make sure they have a good chance of becoming a “yes” in the future.
  • Retreva has sent millions of prospecting emails and has figured out what words trigger a favorable reply and which ones trigger a negative reply. Our content experts design the perfect emails that are proven to get responses.
  • Our proven algorithm has been perfected over the years to make sure we are emailing contacts at the right time. Our clients never have to worry about what to say or when to say it. We factor in logic around time of day, day of week, holidays, major events and timing in-between emails.

How is Retreva different than a CRM?

Generally, CRMs are a place to keep track of activities. It is typically very labor-intensive and heavily dependant on tasks and reminders of actions you will need to follow up on later. CRMs are also often complex and focused on CUSTOMER management and not prospecting. They are designed to be integrated with back office system such as ticketing, email marketing and provisioning systems. Retreva is focused on PROSPECTING AND SALES. Everything is fully automated so you will never worry about having to react to tasks or reminders that can easily be forgotten. You simply set the correct reply action (there are only five), and Retreva does the rest. You simply sell when someone raises their hand and wants to engage, and Retreva does the rest. It works for you. You don’t work for it.

How are you different than email marketing?

Email Marketing is typically focused on brand awareness and product or service education. Email Marketing campaigns often have fancy content and graphics and are driven around a call to action, an event or a series of drip emails. Retreva is all about the relationship. Our emails are very simple and are designed to look like the sales professional sent the email directly from their email client. Everyone remembers their prom. We often use this example to describe the difference between Retreva and email marketing. Email marketing is responsible for describing the prom and getting everyone excited for it. This will include the date and time, the band, describing the location, transportation and other details of the event. Retreva is asking your prom date to go to the prom with you.

What can’t Retreva do?

While Retreva really is the top dog of sales prospecting software, there are a few tricks we can’t perform for you. Retrieve can not:

  • Automatically schedule a meeting for you. It does notify you that a prospect has requested a meeting, but it’s up to you to schedule that meeting. We recommend scheduling as soon as you receive our notification, to improve your close rates. 
  • Close the deal for you. We can lead the the prospect to the proverbial pond, but can’t make them swim. It’s up to you to meet and close the deal.

Answer real-time questions about what your company sells when a prospects replies. It’s up to you to answer those questions and close the deal.

Can’t I just do this myself?

Sure! How much is your time worth to you? $50 an hour? $100 an hour? How much does it cost to hire a sales assistant? Whatever it is, time is much better spent on closing the meetings Retreva finds with minimal effort than devoting time to trying to duplicate our automation and managing hundreds of tasks a month. So the answer is yes, you probably could, but is it really worth it?

We find that salespeople are constantly thinking, “How am I going to get into the inbox?” We suggest you think about, “How am I going to close the deal?” And let us handle getting into the inbox.

What Makes a Retreva Customer Successful?

Our most successful Retreva customers do two things consistently: 

  1. Add new contacts regularly 
  2. Schedule a meeting as soon as they receive a notification that a prospect is interested

Using Retreva

How do I get contacts to upload to my Retreva dashboard?

Contacts are the single most important factor in your success. The more contacts you put in, the busier you will be. You can add a single contact on the fly, upload a spreadsheet, share contacts with another subscriber or ask our contact specialists for advice on finding the ideal prospects for your business. The key is to consistently add contacts all of the time. How many can you add? Our third-party validation ensures that the data you are putting in is accurate and safe.

How do I add another team member to my account?

It’s easy to add another team member. You’ll see a feature inside your manager dashboard to add someone.
Need help?  Contact

Why does my Retreva content seem impersonal?

We get this question a lot. Our content development really is what makes Retreva’s success so “rebarkable.” We combine psychology and science to write content that doesn’t just get into the inbox. Our content results in more meeting requests than any other sales prospecting software on the market today.

As part of our set-up process, we ask you specific questions to write the right content for your business and your prospects. Then, we set it live at the right time to hit inboxes for maximum success.

So, essentially, your Retreva content isn’t impersonal. It’s short, sweet and it sounds like it’s coming from a real person – you. Trust us! Retreva really is prospecting’s best friend. We’re happy to talk through our strategy with you. Just contact us.

Retreva Privacy & Data

Will my data be safe?

Absolutely. Protecting your business data and information is one of our highest priorities. That’s why we implement strict operational security practices that include many layers of protection and key certifications to keep information safe.

Do you sell the contacts I upload to my Retreva?

Absolutely not! The contacts that you upload are only utilized in your account(s). Our support team has great ideas and recommendations to help you find contacts. Contact us to discuss your lead generation strategy.

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