UpCurve Cloud built a subscriptions module as an alternative solution to clutters in the Account view. This custom subscriptions module automates the subscription and renewal processes by tracking what products & services customers have purchased, whether the subscriptions are active or not, and when they are set to expire.
Having this information in your CRM creates the following benefits:
- Increased transparency into Accounts and quick access to their current and previous product subscriptions
- Ability to segment database records based on active, expired, or canceled product subscriptions
- Potential to increase renewal rate
- Workflows that send email alerts to sales reps 30 days before subscriptions expire
- Tracking and reporting on related fields such as payment terms, payment methods, currency, subscription statuses, days to renew, etc.
- Workflows that automatically update subscription information, keeping CRM data up to date