Portfolio protection
Give retention teams clear limits on what they can offer.
Set offer eligibility, approval thresholds and expiry dates. Record the cost, approver and merchant response so account managers can see exactly what was agreed.
What it handles
Apply controlled commercial options with approvals, expiry dates and a complete decision history.
Retentions capability
What Save offers covers
Apply controlled commercial options with approvals, expiry dates and a complete decision history.
01
Configurable offer types and eligibility
02
Approval thresholds and exception routing
03
Expiry, acceptance and follow-up controls
04
Complete commercial decision history
Workflow notes
Save offers in practice
An account manager proposes a commercial concession to retain a merchant. The offer needs the right approval and a clear period of validity.
What to prepare
Prepare permitted offer types, approval limits, expiry rules and the commercial information needed for review.
Review the workflow
- Record the reason for the proposed offer and its expected commercial effect.
- Route the exception to the appropriate approver.
- Track acceptance, expiry and the subsequent merchant outcome.
Should an offer be made before the service issue is understood?
Review the underlying reason for leaving first. A concession may not resolve an operational problem, and the person approving the offer needs to understand the issue and the cost of the concession.
Related tools for your team
- Portfolio reporting — Review merchant-level volume, margin, service history, risk and commercial performance.
- Merchant onboarding — Coordinate applications, documents, checks, acquirer requirements and progress without losing ownership.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Set eligibility, cost and approval rights before making an offer available to the team.
Continue through Retentions
Related capabilities
Start with the reasons merchants leave.
Bring examples of recent cancellations and saves. We will show how to assign the case, review the options and report what happened.