With so much focus on new business, the skill and effort required for successful renewal management is often overlooked. Whether it is a SaaS renewal or classic support and maintenance renewal, this revenue is the life blood of most companies. By leveraging ClosePlan's Sales Event Template, you can define a best-practice playbook for your renewal team. Engage in a timely fashion to regain control of your renewal business and reduce customer churn. Identify upsell opportunities by implementing discovery events. Escalate at-risk renewals earlier. Execute longer-term renewals with happy customers. Avoid end of quarter surprises with ClosePlan.


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Stakeholder Map

Track the important people involved in each renewal – know the hierarchies, relationships, and key decision-makers involved in every renewal to stay ahead.


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Sales Event Template

Apply structure and timelines to each renewal cycle and ensure your teams are maximizing customer retention and revenue opportunities.


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Deal Scorecard

Qualify your renewals to highlight upsell opportunities and identify warning signs before its too late.