This is done by working with the Renewal Specialist to:
a. Know the customer’s business & licensing scenario.
b. Know the customer’s stakeholders & timelines.
c. Identify the potential up-sell and cross-sell scenarios for that customer.
d. Prepare the value proposition for these scenarios with the RS.
e. Leverage resources such as Deal books and Solution assessment workshop.
f. Gather what the customer wants to achieve as business outcomes now and in future.
g. Migrate customers to other programs where possible,
h. Ensure that customers are delighted by products and services.