SALES

Struggling with inconsistent contract renewal processes?

Manual strategies and delayed starts are holding you back. Discover how to optimize renewal workflows and improve contract renewals efficiently.

Explore Features

When renewals fall apart, your business feels the strain

 Renewal headaches are real. When your renewal process varies wildly by contract type, it throws a wrench in your operations. You’re left scrambling with manual strategies and a lack of visibility — leading to delayed starts and a reactive approach that costs time and customer trust.

Disconnected renewal workflows

Managing different contract types with disparate processes is a logistical nightmare. It takes too long to align efforts, resulting in missed deadlines and inefficient operations.

Employee frustration and burnout

Your team is frustrated with the constant need for workarounds and firefighting. The lack of a clear customer success journey saps morale and increases resistance to process adoption.

Financial impacts and risks

Inefficient renewals lead to churn and revenue loss. Without a consistent retention strategy, you’re vulnerable to financial shortfalls and missed growth targets.

What renewals without the friction looks like

Picture renewal processes that run like clockwork, with every contract meticulously planned and executed without delays. A streamlined, automated approach means fewer manual interventions, allowing teams to focus on strategic growth instead of firefighting. The result? Happier customers and a proactive, rather than reactive, customer success journey.

  • Renewal process execution time reduced from weeks to days
  • Proactive touchpoint notifications increase customer engagement by 30%
  • Churn rate reduction through targeted renewals by contract type
  • 360-degree customer visibility boosts forecasting accuracy by 25%

SEE

See where renewals workflows break down

WalkMe captures screen-level context to reveal exactly where employees get stuck in renewal workflows — no surveys, no backend APIs, real-time visibility on every step. Discover bottlenecks like manually segmenting customers, missing touchpoint notifications, or delayed starts due to lack of a 360-degree view.

70%

Users leverage questions to determine getting started

3x

more process gaps identified with workflow analytics

70%

use questions to start renewals

100%

rely on cross-app automation

ACT

Guide every employee through renewals — step by step

Eliminate the guesswork with in-app guidance through the action bar, helping users navigate complex renewal steps seamlessly. No more jumping between applications or relying on memory — everything you need is right where you work.

75%

reduction in email security training time

MOVE

Keep renewals moving across every application

WalkMe’s cross-application orchestration seamlessly bridges the gap between tools like Salesforce, SAP Sales Cloud, and Docusign. This ensures contract renewal processes maintain context and flow smoothly without manual intervention.

100%

cross application automation when available

30%

reduction in spam-related support tickets

Manage renewals across your applications

WalkMe deploys a single, consistent guidance layer across every application your team uses for this workflow.

  • Renewals in Calendly

    WalkMe coordinates scheduling renewal meetings efficiently across teams.

  • Renewals in Google Drive

    WalkMe helps organize and access renewal contracts with ease.

  • Renewals in Box

    WalkMe assists in storing and retrieving contract documents for seamless renewals.

  • Renewals in Slack

    WalkMe automates alerts for renewal tasks and deadlines directly in team channels.

  • Renewals in Docusign

    WalkMe guides users through the contract signing process, ensuring timely renewals.

  • Renewals in ZoomInfo

    WalkMe delivers insights on customer accounts to ensure a proactive renewal strategy.

  • Renewals in Outlook

    WalkMe automates email notifications for renewal touchpoints and follow-ups.

  • Renewals in Microsoft Dynamics 365

    WalkMe provides guided tours for tracking customer interactions and forecasting renewals.

  • Renewals in Salesforce Lightning

    WalkMe activates step-by-step guides for managing customer details and renewal opportunities efficiently.

  • Renewals in SAP CPQ

    WalkMe helps streamline contract renewals by guiding users through pricing configurations and approval workflows.

Renewals capabilities

Guide your team through complex renewal processes with targeted Smart Walk-Thrus. These provide step-by-step instructions tailored to each contract type, ensuring nothing is missed and your renewals are handled efficiently. This matters because it reduces errors and speeds up the renewal process.
Automate repeatable processes across multiple applications to streamline renewals. This capability integrates with your existing tools to create an uninterrupted workflow, significantly cutting down on manual tasks. It’s crucial for maintaining consistency and reducing the risk of human error.
Gain a comprehensive view of your customers with a 360-degree perspective. This capability allows you to track interactions and history, leading to more informed decision-making and personalized customer experiences. It ensures you have all necessary information at your fingertips when it’s needed most.
Stay ahead with automated notifications for key touchpoints in the renewal process. This feature helps you engage with customers at the right moments, preventing delays and enhancing customer satisfaction. It’s vital for proactive customer management and reducing churn.
Leverage detailed analytics to optimize your renewal strategies. The dashboard provides insights into performance metrics and process bottlenecks, helping you make data-driven decisions. This capability is key for continuous improvement and achieving better renewal outcomes.

Frequently asked questions about renewals

Renewals in insurance refer to the process of extending an existing insurance policy for another term. This involves reassessing the terms, conditions, and pricing to ensure they meet the current needs of the policyholder.
A renewals job involves managing and executing the process of extending contracts with existing customers. This role focuses on ensuring customer satisfaction and optimizing renewal workflows to reduce churn and improve retention.
Improving contract renewals can be achieved by automating processes and providing a seamless customer experience. Tools like WalkMe help guide users through renewal processes, making them more efficient and reducing delays.
Customer retention strategies are approaches used to maintain and grow relationships with existing customers. These strategies often involve improving the customer success journey and enhancing visibility into customer interactions.
WalkMe optimizes renewal workflows by using cross-application automation and proactive notifications. It provides a 360-degree view of customer interactions, ensuring a frictionless and timely renewal process.
No, WalkMe sits on top of your existing applications, enhancing them without requiring major changes. It complements your current systems by improving execution and accountability in the renewal process.

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