Question
How to best manage renewal opportunities in NXT?
Hey All,
We use NXT with rules set up to deploy a renewal playbook and advance our customers to the appropriate status/stage based on that playbook and the contract end date. However, we're used to managing renewals as an opportunity in a CRM and it feels like we're still missing that piece since the closure of the playbook itself doesn't fully help us indicate if the renewal was won/lost, on what date, and at what amount of growth/churn.
Any suggestions on how to create that opportunity experience in Gainsight without having the opportunity itself flowing in from a CRM?
Thanks!
-Kris
We use NXT with rules set up to deploy a renewal playbook and advance our customers to the appropriate status/stage based on that playbook and the contract end date. However, we're used to managing renewals as an opportunity in a CRM and it feels like we're still missing that piece since the closure of the playbook itself doesn't fully help us indicate if the renewal was won/lost, on what date, and at what amount of growth/churn.
Any suggestions on how to create that opportunity experience in Gainsight without having the opportunity itself flowing in from a CRM?
Thanks!
-Kris