u/Born_Winner760

Hey all, I’m dealing with some headaches around managing renewals in our CRM (we use Salesforce but open to general advice). The basic stuff is fine, like annual contracts that just need a reminder. But it gets messy with things like:

• Multi-year contracts with different renewal dates per product
• Customers that downgrade or upgrade mid-term, so their renewal pricing/terms are all over the place
• Bundled products where one part renews but the other doesn’t
• Tracking renewal probability for forecasting when there’s multiple stakeholders involved

How do you handle this? Is anyone using custom objects or automation to keep everything clean? Any tips on forecasting renewals accurately when there’s so many variables? Would appreciate details on what actually works for you and what didn’t. Thanks!