Sage X3 Automated Customer Renewals

Sage X3 Automated Customer Renewals

Are you looking for a Sage X3 automated customer renewals 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 X3 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 X3 Brochure

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

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Sage X3 Automated Customer Renewals Scenarios and Benefits

Common customer renewal automation processes often implemented by BPA Platform for Sage X3 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 automated customer renewals for Sage X3 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