Sage Intacct Automated Customer Renewal

Sage Intacct Automated Customer Renewal

Are you looking for a Sage Intacct automated customer renewal solution to improve customer retention levels and reduce operational costs for manual renewal processes?

Codeless Platforms’ customer retention automation and membership management solution for Sage Intacct provides you with a powerful business process automation platform to automate the costly and error-prone manual processes that are critical to the customer renewal process.

Automated Customer Renewals for Sage Intacct Brochure

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

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Sage Intacct Automated Customer Renewal Scenarios and Benefits

Common customer renewal automation processes often implemented by BPA Platform for Sage Intacct users include:

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

Commercial benefits achieved through implementing Sage Intacct automated customer renewals include:

• Reduced attrition and associated costs
• Removal of time-consuming manual data entry and administration tasks from the renewal process
• Improved financial performance and operational costs
• Increased employee productivity
• Increased customer renewal rates