Chapters

Introduction

Chapter 1: The Basics of Renewal Architecture

Chapter 2: Revenue Movement

Chapter 3: Mid Term Contract Changes

Chapter 4: Tracking Monthly Recurring Revenue in Salesforce

Bonus: Cohorted NRR in Salesforce

Conclusion

Reference

Field Reference

Flow Reference

Apex Reference

Reporting Reference

Package Reference


About

Brendan McDonald Consulting helps SaaS teams fix Salesforce to track MRR, churn, and upsell to help track and forecast revenue clearly.

We put this eBook together to help people navigate the tricky parts of renewal management in Salesforce. We've been through it ourselves at our past organization and know how important it is for keeping customer success running smoothly. While there are plenty of solutions out there, we think building your own gives you more flexibility, especially as your business grows and things get more complex.

YatchForce 2024

YatchForce 2024


Contact

https://brendanmcdonald.co

https://calendly.com/brendan-mcdonald/30min

Socials

🔗 Brendan’s LinkedIn

https://www.youtube.com/@wbrendanmcdonald