Use case · Sales · Customer service
Contract renewals
Automatic alerts in good time. No cancellations through oversight. Recurring revenue protected.
The problem
Maintenance, service and licence contracts expire without anyone handling them in time. The customer fails to renew through oversight, or a competitor gets there first. Every cancellation caused by inaction is lost recurring revenue that could often have been kept with a simple reminder.
How we solved it
The system automatically detects contracts that are about to expire and triggers a renewal workflow for the person responsible: a reminder to the account manager, a proposal prepared in advance, contact with the customer and follow-up until signature. Nothing falls through the cracks.
What you get
Areas involved
- Sales
- Contracts
- Customer service
- Automatic alerts with configurable notice
- Renewal proposal prepared in advance
- Follow-up workflow for each owner until closure
- A clear drop in cancellations through oversight
- A complete view of the contract portfolio and its status