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Hi Everyone,

I’m curious to learn how other companies are managing their renewals within Salesloft and Salesforce (cadencing Contacts with related Closed Won Opportunities). Specifically, I’m interested in understanding:

  1. Which module do you primarily use for tracking renewals? Are you handling this in the Deals module, or do you have a different setup?

  2. How do you integrate renewal processes between Salesloft and Salesforce? Do you have any automated workflows, or is this managed more manually?

  3. Any tips or best practices you could share? I’d love to hear about any strategies or tools that have been particularly effective for your team.

Renewals are such a critical part of the business, and ensuring that we’re leveraging the right tools and processes is key to maintaining customer relationships and hitting our targets. Any insights or examples from your experience would be greatly appreciated!

Looking forward to hearing your thoughts.

Thanks,

 

Janet

Hey Janet! Great question. 

For renewals I think about two great ways to leverage SL: 

  1. As you mentioned, Deals. I would certainly recommend you have a Renewals Dashboard (or multiple) set up in the pipeline view. That way reps/managers can easily ID which opportunities are up for renewals and which are more likely to close/need additional help by reviewing Deal Gaps, and other key information on the opportunities. 
  2. Scheduled Imports: This is a newer feature but I could see you having renewal cadences set up based on renewal dates (30, 60, 90, 180 days, etc), and reports in Salesforce paired with scheduled imports to bring key contacts into cadences to tee up renewal emails/notifications from reps. 

Looking forward to hearing your thoughts!

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