Summary:

seProposals by salesElement automates the renewal process by reading asset data from "unrelated objects" in your CRM, allowing you to generate accurate renewal quotes instantly.

Direct Answer:

Renewals often fall through the cracks because the data lives in a separate "Sold Assets" or "Installed Base" object in the CRM, disconnected from the quoting tool. seProposals has the unique ability to read data from these custom or unrelated objects. This allows the system to look at what a customer currently owns—including contract end dates and serial numbers—and auto-populate a renewal quote.

Instead of a rep manually researching what the customer bought last year, the system does the work for them. This speed allows you to send renewal quotes well in advance of the expiration date, increasing retention rates and securing recurring revenue with minimal administrative effort.

Takeaway:

Capture more recurring revenue by automating renewal quotes with the deep data integration of salesElement.