Streamlining renewals: New processes, automation, and Partner Portal enhancements

In this webinar you’ll learn about:

Join us on September 25, 10 AM ET for a Partners webinar designed to help you confidently manage client renewals with Atera. We'll walk you through the latest updates to the renewal process, show you how to save time with automatic renewals, and introduce new tools in the Partner Portal that make it easier to stay on top of renewals and spot upsell opportunities. Our goal is to ensure you have everything you need to keep your clients’ subscriptions running smoothly and boost your revenue with minimal effort. 

What you can expect:

• Renewal process updates: An overview of new changes in the Atera renewal process, including updated steps, responsibilities, and timelines, with an emphasis on what changed compared to the prior process, including automatic renewals and expired renewals processes.
• Introduction to Upsell Inbound Requests: A new way for you to receive and act on upsell requests directly from your clients through the Partner Portal, ensuring no opportunity is missed.
• Selling and upselling Marketplace with Atera (new pay-by-usage process): An updated process to sell and upsell Atera Marketplace solutions, now with flexible pay-by-usage billing to make it easier for you and your clients to adopt and scale services.
• Partner Portal enhancements: A demonstration of recent updates to the Partner Portal concerning renewals and upsells, showcasing new tools for tracking upcoming expirations, managing client communications, and identifying opportunities to expand accounts.

• • • A clear path through renewals: We’ll walk you through the new, streamlined renewal process so you know exactly what to expect, start to finish.
    • Less manual work, more automation: Learn how to make the most of automatic renewal workflows to save time and reduce back-and-forth.
    • Stay ahead of delayed renewal risks: Understand the potential impact of delayed renewals and receive practical tips on how to stay proactive.
    • Seize upsell opportunities with confidence: Discover how to use the new Upsell Inbound Requests feature to easily capture and act on client-initiated upsells, ensuring no chance to grow revenue is missed.
    • Boost adoption with Marketplace flexibility: Learn how the new pay-by-usage model for Atera Marketplace solutions helps you position, sell, and scale services more effectively with your clients.