Renewal Workflow

edited March 2023 in Workflow Best Practices

Approximate time to build in Catalyst: 60 minutes

Goal of building this workflow in Catalyst

  • Consistently track renewals to on-time completion
  • Ensure wins and learnings are shared across the organizations
  • Improved renewals forecasting based on insights from CSMs and health scores
  • Stronger relationships built based on value driven conversations

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