Renewal risk review
Accounts up for renewal scored on usage and support
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the contracts, the usage data and the support tickets
Scores each account renewing in the next quarter on product usage, support history, invoice status and executive contact
Scores the accounts and drafts the briefs
Drafts the risk brief per account with the reasons and the play to run
Drafts the forecast
Reports the renewal forecast by risk band for the revenue review
Works in
Salesforce, Zendesk, Snowflake
Salesforce, Zendesk, SnowflakeWhat it does
- Scores each account renewing in the next quarter on product usage, support history, invoice status and executive contact
- Drafts the risk brief per account with the reasons and the play to run
- Reports the renewal forecast by risk band for the revenue review
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.