If you don’t have a tightly structured process in place, you could be missing out on renewal opportunities and losing revenue. With Salesforce, renewals managers go into each account, one by one, to track upcoming renewal opportunities. This is not an ideal workflow, especially when your renewals team has to manage and prioritize a high volume of renewals. It also makes it difficult to have a complete, quick snapshot view of all your renewal opportunities, and to process them in a timely manner.
With AppBuddy’s solution, renewal managers can structure a renewal process to show upcoming renewals and all the data related to processing those renewals in one screen within Salesforce, saving time and improving renewal consistency. AppBuddy customers are using GridBuddy in Salesforce Lightning experience and the Service Cloud console to manage all renewals, overcome system limitations and complexity, and deliver more revenue.
A leading software provider uses GridBuddy in Lightning Experience to surface data from the Service Cloud console to handle all renewals. With GridBuddy they were able to overcome the system limitations of their complex environment.
Renewal managers used to go into each account one by one to track renewals, but now they have a streamlined grid view of upcoming renewals within the Case detail page. This not only helps them save time, but it also helps improve their renewal consistency, and revenue.
See how easy it is to manage upcoming renewals by sorting, grouping and filtering important account information such as contact records and renewal opportunities all in one grid.