Renewal automation involves using software to handle the administrative tasks of a contract renewal (notifications, invoice generation, e-signatures) for low-complexity accounts.
?
Which renewals should be automated?
Small/SMB accounts with no changes to their contract are prime candidates for "Auto-Renewal." This frees up CSMs to focus on high-value enterprise renewals where negotiation is required.
Knowledge Challenge
Mastered Automating Renewal Workflows? Now try to guess the related 6-letter word!
Type or use keyboard