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Renewal Tracking

Learn how BuildBetter helps CS teams track and optimize renewal processes for better retention rates.

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Key Benefits

  • Renewal Pipeline: Clear visibility into upcoming renewals
  • Risk Detection: Early identification of renewal risks
  • Value Tracking: Monitor and document value delivery
  • Process Automation: Streamline renewal workflows

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Common Use Cases

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1. Renewal Planning

Prepare for renewals:
  • Timeline tracking
  • Stakeholder mapping
  • Value documentation
  • Price optimization

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2. Risk Mitigation

Address renewal risks:
  • Usage monitoring
  • Satisfaction tracking
  • Stakeholder changes
  • Budget alignment

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3. Process Optimization

Streamline renewals:
  • Workflow automation
  • Document generation
  • Approval tracking
  • Communication templates

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Getting Started

  1. CRM Setup
  2. Process Automation
  3. Team Configuration
    • Define renewal stages
    • Set up dashboards
    • Create templates

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Success Metrics

  • Higher renewal rates
  • Increased upsell revenue
  • Faster renewal process
  • Better forecasting
  • Reduced churn risk

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Resources