Synergy - Extend Maximizer

Subscription & Renewals Management

Easily track and manage the renewal process for either subscriptions\contracts or any renewals based sales.  See at a glance the renewal status of each customer and create alerts and\or reports to notify you of upcoming renewals.

Subscription & Renewals Management

Synergy can be used to manage your Subscription & Renewals management requirements.

Synergy allows you to:

  • Track each of your customers renewals and subscriptions across each of your products and services
  • Create alerts informing you of renewals and/or subscriptions due for renewal.
  • Build mailing lists of subscribers to specific products or services
  • Issue customers with renewal notices, and or subscription invoices.

Standard Synergy Functionality

The following standard features would be available to any Quotes\Orders & Pricelist Management system deployed with Synergy:

  • Customisable screen, column layout (including Application or Company branding, fields etc).
  • Build lists based on single or multiple search criteria
  • Field and record level security to control how the module is used, allowing you to control what users can amend and view.
  • Custom filters to make popular searches one click away (e.g. Supplier filters, product category filters).
    Conditional fields\Data validation that helps ensure the correct information is captured (e.g. when Ford is selected from a list only Ford Cars can be selected)

Reports & Analysis

Using the data in Maximizer and Subscription & Renewals Management system you can:

  • Report on renewal rates by Product, Region, Customer Profile etc
  • Analyse forthcoming subscription revenue by month/quarter/year.
  • Analyse renewals not taken, outstanding, or overdue.
  • Understand what staff & resources will be required to service renewals taken in the next 30, 60 , 90 days

Should you want more information on how we could handle your integration requirements please contact one of our Maximizer consultants. 

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