Pre-Renewal Survey-Medallia
tara.norris
Member, ALL USERS, GroupMember, Employee Posts: 5 Contributor
Reference Materials:
Anaplan Renewal Management Playbook (all) PP Deck
Anaplan Renewal Playbook - Pre-Renewal Survey PP Deck
Voice of the Customer - Pre-Renewal Survey walk-thru
Content Owners:
Pre-Renewal Survey: Need to Know
| Purpose | Its purpose is to anticipate and evaluate a customer’s successes, pain points, and needs/wants. This information will then help drive a stronger renewal process and longevity with Anaplan. |
| Sender | Renewal Manager |
| Timeline and Recipient | Opportunity coming up for Renewal in next ~6 months All Renewal Contacts (determined by Renewal Manager) |
| Localized to 4 languages | English, French, German, Japanese |
| 2 Reminders sent | 1st Reminder: 3 days from initial send 2nd Reminder: 10 days from initial send |
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