OpenReference

The activities associated with receiving the renewal request from the customer or sales agent. This includes recording the request, selecting the appropriate renewal method and forwarding the request to the appropriate sales agent or team or automated process.

This page needs to be updated. Please participate in the discussion at the Receive Request Discussion Page.

Use Cases

Example renewal methods include:

• Auto-renewal (High Tech, Low Touch) - Next step is generally to Submit The Renewal Offer to the customer
• Personal outreach Low Tech, Medium Touch - Next step is typically to Develop A Renewal Offer
• Formal proposal (Low Tech, High Touch) - Next step is generally to Initiate The Formal Sales Renewal process

Inquiry-to-Order

Hierarchy

ID	Name	Level	x
C4	Contract Renewal	2	C4
C401	Receive Request	3	C401

Term(s)

ID	Name	Clear	x
I2O	Inquiry-to-Order		I2O

Workflow

From Input(s)	Process	Output(s) To
	C401	wf_arrow wf_process Renewal Request For Quote C402 Renewal Request For Proposal S401

Receive Request Contract Renewal 3340100 3 Sales & Support, Renewal, Receive, Request, Case Management, Log Request Receiving the renewal request from the customer or sales agent. This includes selecting the appropriate renewal method