For subscription businesses, managing product and pricing changes has always been a delicate balance between business needs and operational efficiency. Today, we're excited to introduce Plan Replacement, a feature designed to make this transition seamless for both businesses and their customers.
The Challenge
Whether it's annual price increases, shifts in pricing strategy, or product packaging evolution, businesses constantly need to transition customers to newer plans during renewals. This process traditionally requires significant manual intervention from deal desk and customer success teams, especially for organizations handling high-volume renewals.
Flexible Control with Plan Replacement
Our new Plan Replacement feature offers two powerful approaches:
Automated Transitions
Organizations can configure plans to automatically replace older versions during renewals. The system intelligently preserves customer-specific arrangements by carrying over discounts and quantities for matching charges, ensuring pricing continuity where intended.
Sales-Guided Replacements
For businesses requiring more hands-on control, sales representatives can receive notifications about available replacement plans while building renewal orders. This allows them to make informed, case-by-case decisions about when and how to implement plan changes.
Real-World Applications
The feature addresses common scenarios including:
- Annual price increases where only rates change
- Strategic pricing shifts e.g. from per-unit to rate-card pricing
- Product packaging updates including additions or removals
Business Impact
- Reduced manual intervention from deal desk teams
- Clear visibility into plan transitions through intuitive notifications
- Flexibility to choose between automated and manual replacement workflows
Plan Replacement is available now for all customers. Contact your account representative to learn how this feature can streamline your product evolution strategy.
