As a Customer Success Manager here, we don’t own the renewal process however we are really close to customers and if there is any risk on an opportunity. I wanted to share one way our team uses Deals/Pipeline View to help communicate the health and risk of our renewals, and set our Renewals team up for success,
By pulling in required fields—Best Case, Worst Case and Expected Values along with our CS Next Step Notes field - we created a more streamlined and informative dashboard for Managers and Executives. Here are a few reasons why this approach could be a game changer for our team:
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Increased Clarity: Having these fields visible in the Pipeline view allows us to quickly assess the status of each deal at a glance and we only need to update the information that matters. We can also easily identify which renewals need immediate attention and which ones are on track.
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Improved Accountability: By us all using this shared dashboard it encourages our team to keep the data updated and accurate. This fosters a culture of responsibility and ensures that everyone is aligned on renewal progression.
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Better Forecasting: With comprehensive data at our fingertips, we can make more informed predictions about future revenue and resource allocation. This can help us strategize more effectively and prioritize high-value opportunities or risk.
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Enhanced Collaboration: A clearer dashboard allows all team members to understand the renewal status, which can improve collaboration. We can identify blockers and work together more efficiently to move deals forward.
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Tailored Insights: By customizing which fields appear, we can tailor the dashboard to fit our specific needs. This customization ensures that the most relevant information is always front and center. Our dashboard looks different from the Sales team (and it should).
I’d love to hear your thoughts on this! Have you implemented specific fields in your Pipeline view? What impact have you noticed?