With your increasing volumes of data, iasset.com removes the burden of manually sifting through systems and spreadsheets to identify the products and services that are approaching expiration.

Using the automatic quote-creation function at specified time intervals (usually 120 or 90 days before the due date), your specialist users will be able to access a list of current refresh or renewal opportunities, enabling pro-active management the renewal pipeline. 

 

Schedule follow-up reminders to improve on-time rates

Subsequent email notifications can be configured to alert your VARs at regular intervals (for example, 60, 30, 14, 7 days to expiry) to ensure maximum chance of closure.

Managers and teams can also view dashboards and reports to track progress of the pipeline closure, allocate targets to specific individuals or teams as well as other key metrics identified for your organization. 

 

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