With automated renewal management for Salesforce, SAASTEPS enables teams to orchestrate renewals in a streamlined, Salesforce-native process. Reduce churn, reclaim time, and nurture repeat revenue, without manual follow-ups or disconnected systems.
Turn Renewals into Revenue, Automatically
Effortlessly drive renewals and retention, powered by proactive automation and real-time insight within Salesforce.
Stop Losing Revenue to Manual Renewals
Automate complex contracts, ensure compliance, and protect your bottom line.
Key Benefits of Automated Renewals in Salesforce
1 | Automate Proactive Outreach
Set up intelligent triggers, alerts, and renewal workflows, so you never miss an upcoming renewal window again.
2 | Uncover Renewal Insights
Forecast at-risk renewals and expansion opportunities with live dashboards powered by a unified data model.
3 | Reduce Churn, Scale Efficiently
Automate renewal tasks and reminders to boost retention, without hiring more headcount.
RLM Priority Plus Bundle
- Frictionless B2B Buyer Journey
- 100% Salesforce-native
- Includes 5 User licenses
Built for organizations that are ready to scale autonomously, this package provides the ultimate suite of tools to streamline everything from B2B Commerce to Renewals Lifecycle Management.
RLM Priority Plus Quick Start Services
- 4 - 8 week implementation
- Single Initial Fee
- Migration Starter Package
This quick start package will get you up and running rapidly. Over 4 – 8 weeks, we’ll configure and deploy quoting, subscriptions, billing, payments, renewals, and Frictionless B2B Buyer Journey that runs autonomously.
Case Study | renewals
From Manual to Remarkable
How a high-growth tech company scaled renewals without scaling headcount
Industry:
Software/Technology
Company size:
Scaleup/SMB
products implemented:
Renewals VIP Bundle
Pain Point / Challenge:
A rapidly growing technology company found itself in a familiar trap, where more customers meant more renewals, but their internal process hadn’t kept up. Everything was managed manually: spreadsheets, calendar reminders, and time-consuming email follow-ups. Their lean Renewals Team was stretched thin, constantly reacting rather than planning. Hiring more people would increase overhead, but doing nothing meant risking missed revenue and customer churn. They needed a smarter way to scale, without sacrificing performance or burning out their team.
Action plan + process:
Rather than adding another tool or building another custom workaround, the company partnered with SAASTEPS to reimagine their renewals process from the inside out, directly within Salesforce. Together, the focus was on three key goals: eliminate manual tasks, structure workflows to drive consistency, and make renewal insights visible in real time. With a single-data model approach, SAASTEPS enabled automatic tracking of renew-by dates, alerts for customer outreach, and seamless handoffs, all without disrupting existing systems or requiring retraining.
Solution:
SAASTEPS deployed its Renewals VIP Bundle (fully native to Salesforce) which instantly transformed the way the team worked. Instead of scattered data and manual reconciliation, the company now had one structured view of every renewal. Tasks were automated. Reminders were system-triggered. Reporting was real-time. And most importantly, the Renewals Team could shift their focus from chasing data to driving strategy. No new logins. No outside platforms. Just one intelligent system operating within the ecosystem they already trusted.
Results:
The impact was undeniable. The team increased its productivity by 26x; handling dramatically more renewals without adding a single headcount. The company achieved sustainable, accelerated growth, while also reducing its Salesforce TCO by cutting out unnecessary customizations and redundant tools. With hours of manual work reclaimed each week, the team could finally prioritize strategic customer conversations over administrative chaos. In the end, the company reported a 10x ROI, not by working harder, but by working smarter.
Unleash Your Predictable, Automated Renewals Engine
Get ready to maximize revenue and reduce risk!
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What We Solve
From quoting to renewals, discover how we identify and eliminate revenue road blocks to get your revenue process running flawlessly.
Why SAASTEPS
Gain full visibility, and align your entire revenue team. One Dashboard in Salesforce to manage your revenue lifecycle efficiently.
Expert Insight (Blog)
Discover SaaS insights about revenue management, growth, and automation. Hear from our Cofounders, revenue lifecycle veterans.
Technology Partners
We've redefined RLM & are seeking other impactful SaaS disrupters and innovators to join us.
Support Services
Optimize your Salesforce investment with comprehensive support to accelerate growth.
Explore Demos
View demos to learn about how your business can automate renewals and revenue lifecycle.
For Startups
Your blueprint to automating + scaling revenue operations. Empowering startups to shift from billing + renewal chaos into investor-ready systems.
For SMBs
You have a more complex sales cycles, so automate, integrate, and unify revenue processes as to gear up for their next wave of scale.