Optimize Salesforce for Renewals

Set up Salesforce for renewal forecasting and reporting with our living Notion eBook—your guide to upsells, downsells, churn, and net revenue retention.

Streamline Your Renewals in Salesforce

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NEW: Now Including Unlocked Packages

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Install metadata within seconds

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Preview and customize components before installation

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Edit metadata to fit your organization's needs

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100% open source – explore, use and contribute to the packages on GitHub

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Need Expert Help?

We provide consulting services to optimize your Salesforce environment:

Tailored CRM Solutions: Custom Salesforce configurations to meet your customer success needs.

Health Score Strategies: Refine health scoring for better customer insights.

Salesforce Architecture Reviews: Identify inefficiencies and streamline your Salesforce setup.

Renewals Strategy Consulting: Build workflows that maximize retention and reduce churn.

Learn more