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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

   • Configure renewal tracking
   • Set up custom fields

2. Process Automation

   • Create workflows
   • Set up alerts

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

• CRM Integration
• Workflow Setup
• Document Templates