Automating the task of notifying sales reps and account managers about expiring contracts in Salesforce is crucial for maintaining a healthy customer relationship. This automation helps ensure timely contract renewals, avoid any possible revenue losses, and keep track of expiring contract dates.
The Contract is Set to Expire Automation is used by sales teams, account managers, and customer success teams. They use this automation to proactively reach out to customers and offer them new contract options or address any concerns that they may have.
With Sweep's automation feature, creating this automation is just a matter of a few clicks. By setting up rules and criteria, you can ensure that the right person is notified at the right time, and never miss an opportunity to renew an expiring contract.