Renewal Readiness. Clear Before Review.
Assess renewal health through live Business Central order activity and invoice context inside Salesforce
Surface order activity, payment health, and financial signals from Dynamics 365 inside Salesforce so account managers assess renewal readiness before the renewal conversation — not during it.
What's inside this demo
Read Order Activity Clearly
- Live order frequency, volume trends, and invoice health from ERP
- Assess whether accounts are growing, stable, or declining
- Prepare earlier interventions for accounts showing risk signals
Bring Renewal Context Together
- Combine CRM engagement history with ERP financial signals
- Give account managers the complete picture before renewal review
- Surface payment stress and order decline patterns weeks early
Use this video when
Account manager assessing renewal health before a renewal call
CS leader prioritising at-risk accounts ahead of renewal season
Revenue team flagging accounts for early intervention based on ERP signals
Sales rep preparing for a renewal negotiation with full financial context
Ready to see this in your Salesforce org?
Book a 45-minute session and we'll walk through this use case using your own data.
Last updated: April 2026