Salesforce
Salesforce Auto Renewals for
a UK Leader in HR and Health & Safety Solutions
Success Story
Many companies struggle with error-prone, manual contract renewals that drain time, create data inconsistencies, and jeopardize client satisfaction. In this case, Scalefocus automated renewals and integrated subscription, pricing, and billing processes within Salesforce to eliminate inefficiencies and restore data integrity.
400k EUR/year from auto-renewals
Enhanced data accuracy
Unified, automated, streamlined renewals
The Client
Leading UK provider of expert-backed business support that enables enterprises to navigate the complexities of HR, Employment Law, and Health & Safety compliance.
The Challenge
All contract renewals were manual, inefficient, and required significant administrative effort. The entire process depended on collecting information from multiple Salesforce objects and documents, which increased the complexity and risk of errors. Naturally, without automation, there were delays, lost revenue, and unhappy clients who received incorrect services. Process inconsistency also resulted in non-existent standardization across teams and departments.
Furthermore, as contracts were processed through the CPQ, the lack of an automated renewal process compromised subscription data and visibility. As data synchronization between systems was also manual and error-prone, duplication and data integrity issues were common. The system was losing sustainability as the business grew, so workarounds or increased manual resources were needed to compensate for its limitations.
The Solution
Scalefocus automated the contract renewal process to reduce manual work and errors. Our team also ensured all eligible contracts and subscriptions are renewed accurately, including handling special cases for different contract types. The product catalog was also improved by updating and substituting retired products with new ones where needed.
Automated opportunities and billing records for renewed contracts ensured correct pricing and billing, while clear error handling and reporting now keep users informed if something goes wrong.
The Results
Scalefocus’ unified, automated solution streamlined renewals, improved data accuracy, and provided support for future scalability. Our team set up scheduled jobs, so the renewal process now runs regularly without user intervention.
The vastly upgraded system also follows Salesforce best practices and is maintainable as the company’s business grows. And 400k EUR saved from previously missed contract auto-renewals per year certainly means such growth has been tangible.
Client Success Stories
We have a global client base that includes Fortune 500 companies, innovative startups and industry leaders in Information Technology, E-Commerce, Insurance, Healthcare, Finance and Energy & Utilities.
