Chapters

Introduction

Chapter 1: The Basics of Renewal Architecture

Chapter 2: Revenue Movement

Chapter 3: Mid Term Contract Changes

Conclusion

Reference

Field Reference

Flow Reference

Reporting Reference


About

CS Toolkit provides a series of apps & services that extend CRM functionality to help improve Customer Success workflows.

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

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Contact

https://www.cstoolkit.com/

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

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Socials

https://www.linkedin.com/company/cstoolkit/

https://www.youtube.com/@CS-Toolkit

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