Renewal Notifications for Contracts, Warranties, & Subscriptions

I was stuck on automating a procedure with Subscriptions tonight so I was hoping some of my friends on the Autotask CommunITy could help with a recommendation. What I found was people complaining about not being able to get renewal notifications for when contracts, CI and subscriptions were expiring…. WHAT?

This is the kind of thing that can cost serious cash and create Autotask migraines.

So what am I going to do about it? Exactly what Lee Evans would tell you to do: Change your business.

How should you change your business? Exactly how Andy Harper would tell you to change your business: Standard Operating Procedures (SOP)  

These two Rock Stars taught this Rock Star how to make my: IT Business Run. Better.

Ok off my soap box.

If Autotask sent notifications for this stuff who would they be sent to and what would happen:

• oops I didn’t get around to that email
• I closed that pop up I was busy
• I didn’t get a chance to go to that screen

Autotask already has ways for you to get lists of contracts, CI and subscriptions that are going to expire. You just need to know where to look for them and have someone in your office that is tasked with getting this information to the account owners right at the start of the quarter for the whole quarter. Then do it again with an updated list the next month and the next month. So when performance review time comes around there is no room for excuses.

I have a series of Articles on the major Quoting tools to get posted up here (Autotask, Varstreet, Quosal and QuoteWerks) so I’ll leave how to gather this information as an exercise for you. Feel free to contribute your findings.

Brian