Subscription Management for Sugar

W-Systems 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

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