Subscriptions & renewals2019-09-17T13:34:19+01:00

SUBSCRIPTIONS & RENEWALS

Building long-term, predictable revenue is the key to success for a great many firms. However, once you reach a certain size it can be time-consuming to manage the process. At many firms it ends up as a complex web of diary reminders, incomplete spreadsheets, databases, and haphazard recollection.

  • Create a seamless process from initial subscription through to renewal.

  • Easily remind customers to renew their contracts and automatically produce all transactional documents.

  • Easily track renewals and subscriptions to get accurate predictions for future revenue.

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The process is typically susceptible to error so that renewals get missed, revenue lost, and customers disappointed. Or alternatively the organisation expends huge effort in making sure nothing is missed – it’s a drain on resources that could be deployed more profitably elsewhere. In extreme cases, the upside of subscription-based revenue is less than the cost of administering it all.

With CRM from Workbooks you can have ongoing, sustainable revenues without the administrative headache. The CRM platform automates it, reminding customers to renew contracts or prompting Account Managers to get in touch with customers due for renewal. You can automate the invoicing process, creating and managing subscriptions with flexible terms, and even collecting payments.

Furthermore, CRM from Workbooks delivers insight around subscriptions. You can easily see your renewal rate, and confidently predict future subscription levels. It’s another way CRM from Workbooks gives you the visibility and information you need to make the right decisions for the future of your business.

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