Hi! I own the renewals process for my company. Right now we use Dealhub in Salesforce. My team manually creates renewal opportunities, creates a renewal quote in Dealhub, prices/negotiates, then closes out the renewal. This creates subscriptions on the account which we then renew the following year. Anybody have any experience automating some of this process?
Question
Salesforce, Dealhub, Renewals, and Automation
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.