Renewals and Expansion: Analysis with Salesforce

Course overview

Renewals and Expansion: Analysis with Salesforce 1. Introduction to Renewals and Expansion with Salesforce: Definition of the terms Renewals and Expansion, Overview of Salesforce as a tool for Renewals, Importance of customer retention in the business world 2. Analysis of Renewals Data in Salesforce: Data sources and reporting in Salesforce, Creation of dashboards to visualize Renewals, Identification of trends and patterns in the data 3. Strategies for Customer Retention and Expansion: Best practices for maximizing Renewals, Techniques for identifying up-sell and cross-sell opportunities, Customer feedback and its role in the strategy 4. Practical Implementation of Renewals Processes: Case studies of successful Renewals strategies, Exercises for implementing Renewals in Salesforce, Projects for creating customer-focused engagement strategies 5. Optimization of Renewals with Salesforce Automation: Introduction to Salesforce automation tools, Workflow management to support Renewals, Optimization of customer communication through automation 6. Analysis of KPIs for Measuring Success in the Renewal Process: Definition of relevant KPIs for Renewals, Methods for measuring success and reporting, Optimization based on KPI analyses 7. Practical Project for Implementing a Renewals System: Development of a personal Renewals process in Salesforce, Presentation of results to the group, Feedback and improvement suggestions from experts 8. Reflection and Transfer of Learned Skills: Lessons learned from the course, Strategies for continuous improvement of Renewal processes, Future outlook: Trends in Renewals and Expansion

Upcoming dates

• 2026-08-16T22:00:00.000Z · 2027-03-14T23:00:00.000Z · Virtuelles Klassenzimmer
• 2026-08-16T22:00:00.000Z · 2027-09-12T22:00:00.000Z · Virtuelles Klassenzimmer
• 2026-08-16T22:00:00.000Z · 2027-03-14T23:00:00.000Z · München · Combined Learning
• 2026-08-16T22:00:00.000Z · 2027-09-12T22:00:00.000Z · München · Combined Learning