Renewal Operations that run themselves
A 90-day renewal engine that routes by health score, escalates at-risk accounts to your exec team, and processes low-risk renewals through Stripe — while keeping Salesforce current throughout.
How the 90-day renewal engine works
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Trigger: Scheduled 90 days before renewal date
OrchVyne reads contract end dates from Salesforce and schedules the workflow to fire 90 days, 60 days, and 30 days out. You set the cadence; the platform manages the timing against every active account.
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Health check: Pull usage score from Mixpanel
The workflow pulls the account's product usage score from Mixpanel (or Amplitude, or your own API). No manual health score updates, no spreadsheet — the live number from your product data system.
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Branch: At-risk vs. healthy routing
Score below 60? The workflow routes to exec escalation — a structured Slack message to your VP of CS with account context and suggested next action. Score above 60 on a month-to-month? Route to automated Stripe renewal, no human touch needed.
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Log: Every step synced back to Salesforce
Whether the account was escalated or auto-renewed, the workflow writes the outcome back to the Salesforce opportunity as an activity log entry. Your CRM stays current without manual updates from your CS team.
Build your renewal engine in an afternoon
The renewal operations template connects Salesforce, Mixpanel, Slack, and Stripe. Set your health score threshold, configure your escalation channel, start processing renewals automatically.