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Opportunity & Margin Management

An automated workflow to enable complete pricing, margin and contact management, across the entire channel ecosystem.

How it works

  • 1. Distributor renewal & offer management

    Structured workflows deliver renewal and offer notification to Distributors to notify them of renewals falling due, enabling them to manage opportunities, their pricing and margins prior to automatically delivering quotes and pricing to Partners

  • 2. Partner renewal & offer management

    Additional workflows take Distributor determined pricing, opportunities, and offers, and presents them to the Partner for management of their own margins, materials, contacts, and pricing, prior to automatically delivering the renewal to the End- Users

  • 3. Renewal offer presentment

    Notification of renewal offer to End-User, which incorporates pricing and margins that reflect updates made by Distributors and Partners. Enables re-direct to appropriate contact and update to Bill of Materials

  • 4. Opportunity revision

    Accessed by Distributors and Partners, providing them with an ability to edit a given renewal opportunity, its attributes around pricing, term, type, owners and margins, ready to be re-delivered to the End-User

CUSTOMER INTELLIGENCE MANAGEMENT PLATFORM

Installed Base
Management

Re-connect with latent or lost customers using smart automation.

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Customer
Transparency
Management

In-life customer data management.

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Opportunity &
Margin Management

Workflow management enabling opportunities, pricing and channel margin.

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Renewals
Management

Automate issuing of renewal quotes.

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Renewals
Web-Store

Enable customers to renew directly through the your renewals webstore.

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Cross-sell &
Upsell
Management

Automate presentation of tailored cross-sell and upsell offers.

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Book your Renewtrak demo today Request a Demo