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Forecast renewal and expansion revenue with precision

Gain clear, accurate projections for renewals and expansions with
AI-driven insights tailored for Customer Success teams.

PAIN

Why companies struggle with renewal & expansion forecasting

Data fragmentation

Inability to consolidate renewal and expansion data across multiple systems leads to inaccurate projections.

Complex CS processes

Difficulty in standardizing and tracking renewal methodologies results in sub-optimal account management.

Lack of revenue visibility

Inability to consolidate renewal, expansion, and new bookings revenue undermines forecast accuracy.

Cross-team misalignment

Disconnected processes and disparate KPIs between CS, Sales, and Finance teams generate inconsistent projections.

BENEFITS

AI-driven precision for renewal & expansion forecasting

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Increase NDR with accurate CS forecasts

Leverage ML models to predict renewal outcomes, identify expansion opportunities, and drive higher Net Dollar Retention.

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Eliminate data fragmentation

Unified dashboards that can ingest relevant usage, consumption, CRM, and account data from multiple sources.

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Maximize customer success productivity

Implement standardized CS-specific methodologies that guide teams through optimal renewal procedures.

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Get visibility into renewal pipeline

Unite CS and Sales teams with real-time insights into renewal status, risks, and growth opportunities through a single, shared view.

HOW WE DO IT

Unified, Real-Time and AI-Driven Forecasting for Renewals & Expansions

Seamless Data Integration

Access renewal and expansion data from any system to achieve a unified view.

  • check-iconConsolidate renewal information from multiple sources in one place.
  • check-iconInterface directly with CRM and other customer data sources.
  • check-iconIncorporate customer health metrics and usage data into forecasting models.
Seamless data integration

CS-Specific Methodology

Guide CS teams through standardized renewal processes.

  • check-iconImplement proven renewal sales methodologies developed specifically for CS teams.
  • check-iconTrack key metrics including expected renewals, potential downsell/churn, and NDR impact.
  • check-iconEnable consistent execution across the entire CS organization.
CS Process

Custom Forecasting Workflows & Rollup Hierarchies

Configure and manage forecasts based on organizational structure and business needs.

  • check-iconBuild hierarchies based on CS Managers, accounts, products, and opportunities.
  • check-iconCreate customized views for different stakeholders and reporting needs.
  • check-iconTrack renewal and expansion opportunities separately or combined.
Custom forecasting workflows and rollup hierarchies
BOOSTUP DIFFERENCE

Why companies choose BoostUp

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Flexible for any revenue model

Models customers' underlying data schema and objects to adapt to any revenue model.

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Connects to all revenue tech

Gathers data from any revenue tool, including CS, product usage, and resource monitoring systems. 

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Superior accuracy

Uses AI-driven machine forecasting to predict usage data and aggregate forecasts.   

BoostUp took our CS forecasting from a 5% margin of error to less than 1% as we near the end of the quarter. This precision makes a huge difference in our NDR predictions.
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Paul Staelin

Chief Customer Officer

How Vercel Surpassed 105% Net Dollar Retention with BoostUp
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See BoostUp in action

BoostUp's modern architecture enables revenue teams to build forecasts for any unit, including opportunities, renewals and expansions, new users, workloads or ad units. It can also be adapted for any rollup hierarchy, including the sales teams, accounts, product feature sets, or operating units. 

Request a Demo

Learn more about BoostUp's Renewal & Expansion Forecasting