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Three Reasons To Auto-Create Renewals


Julie Zelinka

June 20, 2017

Tech companies treat their clients right with a solid product, a great implementation plan and detailed attention for ongoing support, but forgetting about their client’s future needs can give the impression they don’t care and loose the product company on-going revenue.  Adding a renewal process to Salesforce is THE best practice, but it can be a time consuming task.  Approval processes are always better to automated rather than assigned to a person who might leave or just simply forget.    

If you set up an automatic renewal process you can deliver:

Top Notch Customer Service

Ensure your clients know they are always top of mind by setting up auto-renewals with related tasks that remind you to reach out to the client well before their subscription ends.  Rockstar!   

A Pipeline That Is Fresh & Full 

What do you mean my pipeline is only full for the next 3 months?  What about all my renewals?  Oh, I need to add those in.  Auto-renewals of closed-won opportunities will make sure they aren’t forgotten!  And you will always know before the subscription runs out!

A Rule To Never Miss A Deal

Make a line in the sand and never forget one of your clients again!  They didn’t forget about their subscription but if they didn’t get a call from you they felt their business wasn’t that important to you and went with, “sigh,” your competitor.  DON’T lose your deal to another business!  


Ensure your clients know you are always thinking of them and only them - create auto-renewals,  assigned tasks and keep your pipeline full!  Need some help with Salesforce renewals? Get Your Project Started!

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