Structuring unstructured data helps eliminate the need for “VLOOKUP” in excel. Remove siloed business processes and manual work as you expand globally with pricing hierarchies and segmentation.
The Compass of Clarity
When data drifts without direction, pricing becomes guesswork and hours slip away. By charting clear segments and hierarchies, you set fixed points for consistency—guiding partners, customers, and teams toward self-service efficiency that navigates itself.
Transform your Customer Lifecycle with Pricing Hierarchies and Segmentation
1 | Master Price Book
A single, centralized view for all pricing. One location to manage every product, bundle, and rate.
2 | Segmentations
Organize pricing and offers by ICP, product line, company size, or geographic region to target the right customers with the right deals.
3 | Hierarchies
Structure pricing and permissions for guests, partners, and customers always ensure each sees the right products at the right price.
4 | Multiple Price Books
Support multiple currencies, business units, and selling models all while managing them seamlessly in one platform and application.
Renewals VIP Bundle
- Quoting + Renewals
- Includes 5 User licenses
- Auto Billing + Invoicing
- Payment Management
- 100% Salesforce-native
When you’re ready to automate your renewals to accelerate growth, the Renewals VIP Bundle gives you full control over your revenue lifecycle. Built for scaling from first customers to a full customer base, this bundle highlights renewals lifecycle management automation, to keep revenue growing without the manual work.
Renewals VIP QuickStart Services
- 4 - 6 week implementation
- Single Initial Fee
- Migration Starter Package
This quick start service is a deeper engagement for teams with complex pricing models, approval workflows, or multiple unstructured data sets that need to be structured inside a single data model. Over 4 – 6 weeks, we’ll configure, test, and document your full revenue lifecycle across quoting, subscriptions, billing, invoicing, payments, and renewals.
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.
Discover more
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.