On Demand Webinar: Managing Subscriptions and Renewals directly in your CRM

Recurring revenue is the lifeblood for technology companies, especially in software and managed services. Yet, many businesses still rely heavily on manual processes, resulting in errors, inefficiencies, and lost revenue opportunities.

Manual Processes are Risky Business

Most companies manage subscription and renewal transactions manually, bridging gaps between CRM and accounting systems with spreadsheets or add-on tools. This fragmented approach creates inefficiencies, inaccuracies, and frustrations for your sales, finance, and customer success teams.

The Power of Integrated Subscription Management

In this on-demand webinar, Marc showcases how a cohesive system, one integrating CRM, CPQ (Configure-Price-Quote), and accounting, can transform your approach. Using a real-time demo, he walks through a typical sales scenario from initial prospect engagement to closing an opportunity, highlighting how seamless product selection, invoicing, and renewal processes should be.

From Opportunity to Renewal

By embedding subscription management directly into your opportunity workflow, you:

• Define clear product offerings and pricing structures.
• Automate renewal management, removing manual data re-entry and spreadsheet tracking.
• Easily handle complex invoicing terms (annual, monthly, consumption-based).
• Automatically trigger accounting processes, ensuring accuracy and efficiency.

Key Benefits Highlighted in the Webinar:

• Improved accuracy and reduced revenue leakage through automated renewals and integrated invoicing.
• Increased efficiency by eliminating manual reconciliation between CRM and accounting systems.
• Enhanced visibility into customer health, subscription growth, and renewal risks through powerful built-in analytics.
• Streamlined renewal strategies that proactively address customer engagement, reducing churn and increasing net retention.

Discover how leading tech companies are significantly improving their renewal strategies and overall revenue growth through integrated subscription management.

Watch the Webinar

Watch the full on-demand webinar below: