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Workflow for subscription renewals

edited Dec 6, 2019 2:41PM in General 6 comments

I'm looking for best practices/workflows regarding our subscription renewals. Based on what I write here, does anyone concur that best practice and efficiency is to create these renewal orders as opportunities - in advance for the reps? What are my non-manual options to create these opportunities?

Or might you suggest a completely different direction?

WHO WE ARE
[LIST=1]
[*]We have 13 sales reps, each of which "owns" companies.
[*]Our data model is heavily based on parent-child customers.
[*]Each individually named subscriber is a subcustomer (Indvidual-type Customer or ITC) of the parent/firm (Company-type Customer or CTC).
[/LIST]

WHAT
[LIST=1]
[*]I created a search that identifies the 500-2000 items expiring each month (one campaign per month).

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