Chapter 1: The Basics of Renewal Architecture
Chapter 3: Mid Term Contract Changes
Effective contract renewal management is essential for driving revenue and maintaining strong customer relationships, yet many organizations struggle with its complexity. This ebook will guide you in building an efficient renewal system in Salesforce, streamlining workflows and providing actionable reporting insights that help you prioritize high-value contracts and forecast future revenue.
Whether you aim to boost renewal rates or track contract performance, this guide provides the tools you need. By leveraging Salesforce’s native tools, you can avoid costly third-party solutions and create a tailored renewal process.
This ebook is for professionals managing customer renewals and contracts in Salesforce.
Table 1: Persona List
| Persona | Focus Area | Objective |
|---|---|---|
| Salesforce Admin/Architect | Technical/Operational | Optimize and automate the renewal process using Salesforce tools like Flows, custom objects, and reporting. |
| RevOps Teams | Technical/Operational | Optimize and automate the renewal process using Salesforce tools like Flows, custom objects, and reporting. |
| Customer Success Teams | Customer Centric | Gain visibility into renewal opportunities, contract changes, and churn risks to improve retention. |
| Sales Teams | Revenue Focused | Track upsell and downsell opportunities and align renewals with revenue objectives. |
| Business Leaders | Revenue Focused | Ensure the renewal process is automated, data-driven, and provides actionable insights through reporting. |