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  1. SaaS CRM
  2. Process
  3. Subscription Renewal Review
Process · Subscription Renewal Review

Subscription Renewal Review

Bring subscription context into an independent renewal-risk decision and verify the resulting work.

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Step by step

  1. Prepare the review Relationship Owner

    Relationship Owner opens a Draft review against the opportunity and organization. When new activity is needed after a sale closes, use an open renewal opportunity for the same customer account and link the review there. Keep the closed sale history intact. Confirm the subscription identifier and renewal date, then record the recurring monthly value and seat usage used in the customer discussion. Keep the supporting explanation with the opportunity evidence.

    • Assemble Draft subscription context and supporting evidence
    • Updates Subscription reviews, Opportunities, Organizations, Relationship activities

  2. Submit the current work Relationship Owner

    Relationship Owner moves the prepared review to Submitted for assessment. Confirm that the requested action and evidence describe the same revision. The owner remains responsible for answering a question the reviewer raises about the customer or subscription context.

    • Present Draft to Submitted for review
    • Updates Subscription reviews

  3. Decide independently Sales Manager

    Sales Manager assesses the current revision and records an approval, rejection or return with a reason. Approval moves the submitted review to Approved; rejection moves it to Rejected. A returned decision asks for clarification and does not establish completion.

    • Record independent approval, rejection or return
    • Updates Subscription reviews, Review decisions, Team members, Operation receipts
    ApprovalA person approves before the work moves on.

  4. Verify the effect Relationship Owner

    Relationship Owner checks the operation evidence for the action the manager authorized. Complete the approved review only when its declared effect is verified. Where the result depends on a connected system, obtain its confirmation before treating the related operation as finished.

    • Confirm the approved action before completion
    • Updates Subscription reviews, Operation receipts

  5. Read the renewal history Auditor

    Auditor checks the decision and receipt against the opportunity. When reviewing recurring values, select the relevant review for each subscription and keep the currency basis clear. Repeated reviews should remain explainable without adding the same subscription value twice.

    • Explain the review result and selected recurring value
    • Updates Subscription reviews, Review decisions, Operation receipts

Where it usually breaks

And how to keep it from happening.

  • Seat usage has no agreed collection basis. Resolve its meaning before using it to justify the renewal action.
  • A manager reviews an earlier version while the owner changes the request. Reassess the current revision.
  • Historical and current reviews are both counted in a value total. Select the review used for each subscription.
  • Approval is mistaken for downstream confirmation. Follow the pending receipt until the declared effect is supported.

Who does what

Roles and permissions
Relationship Owner
, Sales Manager, Auditor.

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