Subrise OS | Operations

Renewal Tracker

Too often, the critical process of customer renewal management is left to excel files. With Subrise’s Renewal Tracker, CS and the CEO stay aligned through an easy data upload tool, price and upsell analysis and performance target controls.
Subrise Renewal Tracker for Customer Success
Easy upload of renewal data

No Complex Data Synching Needed

Getting started with the Renewal Tracker is simple. Using a smart csv upload tool, the Renewal Tracker normalizes all of your currencies to your standard currency, assigns renewals to each CS team member and more.

Easily Understand What's Driving Account Growth (or Contraction)

Understanding what’s driving renewals – expansion through upsell or the impact of pricing – can’t be seen if you’re working in Excel. The Renewal Tracker brings a new level of insight, at the account level, as to what’s driving account financial health.

Identify upsell and price drivers of growth
Set global performance expectations for the renewal team operations

Ensure Performance Expectations are Clear and Global

Modern professional renewal teams have clear performance expectations – baseline total renewal rates, price increase targets and non-delayed renewals. And they’re even more important when tied into compensation plans. Now, they’re front and center – and integrated into your teams’ workflow.

Frequently Asked Questions (FAQs)

We provide a very easy to use CSV upload feature. This is, by default, only accessibly by the Head of Customer Success. This data will come from your financial systems. We provide a data dictionary, which should be sent to your finance team that can run a standard query.
The account Admin has access to these controls and selects a currency for the account. Once set, this is realistically permanent.
We recommend doing it monthly, or less often. When you start with Subrise, we work with you to do one initial upload for the next 12-month of renewals, or the remaining part of the fiscal calendar year.

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