Sage 300 Automated Customer Renewals

Sage 300 Automated Customer Renewals

Are you looking for methods to improve customer retention levels and cut operational costs?

Codeless Platforms' Sage 300 Improving Customer Retention solution is a powerful add-on for Sage 300 or membership management package that enables organisations to automate the costly actions that are critical to the customer retention process.

Automated Customer Renewals for Sage 300 Brochure

Discover how automating member renewal processes improves retention levels, reduces costs and facilitates personalisation.

Download Brochure

Sage 300 Improving Customer Retention Scenarios and Benefits

Common automated customer retention processes implemented by our customers using Sage 300 include:

• The automated creation and distribution of call centre call lists based on business rules
• Automated creation and distribution of internal sales,financial and management reports
• Automate the creation, printing and distribution of personalised direct mail via a mail fulfilment house
• Automated business alerts when valuable customers approach the end of their contract/subscription period
• The automated creation and distribution of welcome packs or related product/services upsell communications
• Automated creation and distribution of personalised email communications that are unique to customer/subscriber data

Common benefits achieved through customer renewal automation when using Sage 300 include:

• Reduced attrition and costs
• Eradicate time consuming administration from the renewal process
• Improved financial performance
• Increased employee productivity