70-80% of revenue comes after the initial sale 🤯
Yet, so many companies spend much more time thinking about closing new customers than ensuring their existing ones renew and expand.
Especially as sales pipelines slow down, and budgets get tighter – building a clear process to effectively drive renewals will become a powerful growth lever for companies that are invested in making their customers successful.
Here are the steps to automatically create a new renewal deal when a sales deal gets moved to Closed Won
🌟 Note: in order to set up this workflow, you'll first want to make sure you've set up a renewal pipeline and the necessary renewals deal properties. If you haven't done that yet, you can follow these steps:
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