BPA Platform

Notifications & Alerts

Sage CRM Automated Customer Renewals

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Sage CRM Automated Customer Renewals

Are you looking for a Sage CRM automated customer renewals solution to improve customer retention levels and reduce renewal costs?

Codeless Platforms' Sage CRM Improving Customer Retention solution is powerful add-on solution for Sage CRM that enables organisations to automate the costly activities that are critical to the customer retention process.

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Sage CRM Improving Customer Retention Scenarios and Benefits

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

  • The automated creation and distribution of personalised email communications that are unique to customer/subscriber data
  • Automated creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • The automatic creation and distribution of call centre call lists based on business rules
  • Automated business alerts when valuable customers approaches 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 internal sales, financial and management reports

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

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

Learn more about Sage CRM connector.

Sage CRM Automated Customer Renewals starts from


BPA Platform

Sage CRM Base Server

Starts from:


Configuration day(s) required subject to requirement.

Notifications & Alerts

Notifications & Alerts

The Notifications & Alerts capability provides you with the ability to automatically distribute email and SMS messages 24/7, 365 days a year.

Easy-to-use editor

Build HTML and plain text notifications and alerts using an easy-to-use editor. No coding required.

Multiple delivery methods

Send notifications and alerts via multiple channels including email, SMS or compatible messenger APIs.

Memory and escalation

Capture everything that happens and action where escalation is required.

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