Renewals With Sage Intacct and SalesForce

  • Blog
  • 10/4/2017
Tracking a Customer's renewal date is key for many businesses. If your business mainly consists of evergreeen contracts, renewals time gives you an opportunity to analyze a client's contract and make sure it still meets their needs or has an opportunity for an up-sell for new products available. If your contracts expire at the end of a term, it's key to track renewal date in order to issue renewal quotes and not lose a client. Learn how with a little bit of SalesForce magic and Sage Intacct integration you can automate the tracking of renewal dates!
This blog contains general information and does not constitute the rendering of legal, accounting, investment, tax, or other professional services. Consult with your advisors regarding the applicability of this content to your specific circumstances.

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