Hoping to get some thoughts on how to best acheive this. We are looking to add a new Renewal Risk Measure to our Health Score.
The current requirements we are looking at are along the following lines:
- Set the renewal risk score manually by CSM on accounts with an assigned CSM
- Set a weekly batch job for other (non-assigned CSM accounts) based upon when renewal is due and overall health of account.
- If Renewal Risk goes Red - trigger a CTA automatically to the assigned CSM (where applicable). Where no assigned CSM possibly assign to the CSM Manager of the Segment?
- When the Renewal Opp closes, automatically reset the Renewal Risk Score to Green and close any open CTA’s.
Wondering has anyone a similar process in place or how you might start out with this? Just looking advice or some additional input before I start creating the process.
Best answer by meenal_shuklaView original