State of affairs
As a renewal approaches, it’s essential to grasp how buyer priorities have developed over the course of their contract and know their considerations and challenges. Ship them an automatic sequence
to arrange a gathering. For contacts who’re troublesome to succeed in or renewals which might be quick approaching with no decision, provide various ranges of presents or concessions based mostly on knowledge from their engagement and utilization.
We rating accounts with a utilization grade, which is a mix of product utilization knowledge plus how engaged the connection has been over the previous 12 months. This grade signifies how possible an account is to resume. We channel these metrics into completely different sequences to tailor approaches with completely different accounts.
Set off
- Renewal date in three months (or related time interval for your online business)
Actions
- Gross sales movement
- Phase by Product, Utilization Grade, and Phase
