Service Renewals Desk

Every service contract renewed on time, and every uncovered machine brought under contract.

Your installed machines are your salespeople at the customer’s site. Salezx makes sure they keep bringing revenue back.

1/3+

of total income comes from aftermarket services, at companies that prioritize selling them.

Source: BCG, 2025

The problem you already know

Contracts sit in an ERP report, a few PDFs and someone’s Excel. The renewal date passes, the customer quietly moves to a local service provider, and you find out only when the revenue drops. Machines sold years ago run with no contract at all, and nobody owns them.

This is revenue worth protecting. BCG’s third services benchmark study found that companies that prioritize selling aftermarket services generate one-third or more of their total income from these offerings.

How it works

From the contracts you already have to every renewal closed, and every uncovered machine brought in.

  1. 01

    Salezx builds your contract register from what you already have.

    That includes your ERP contract, equipment and receivables reports, plus the contract PDFs in your shared folder. You don’t need to build a new sheet.

  2. 02

    Every contract gets an owner.

    Each contract is matched to the customer in your CRM, or your account list, and to its service or sales owner. Anything that can’t be matched goes to a named person on your team to fix.

  3. 03

    Renewals are picked up early.

    Contracts entering the renewal window (for example, the next 35 days) are pulled up automatically on a set schedule.

  4. 04

    Each contract gets a health score

    Based on stage, customer response, pending dues and how actively it’s being worked. Low scores are flagged as at risk, and very low scores are escalated.

  5. 05

    Each owner gets a daily card on Teams

    Showing which contracts to act on, what to do (email, call or visit), and why. Email drafts are ready to edit and send.

  6. 06

    Uncovered machines become a separate program.

    Machines with no contract are tracked as a long-running effort to bring them under cover.

  7. 07

    It keeps going until the renewal is closed.

    Salezx sends reminders on overdue actions and alerts the manager when a timeline is missed. When a big contract needs senior attention, it nudges the owner to bring the manager into the call or plan a visit.

What you see

  • 01

    Service owners

    Today’s renewals, with actions and reasons.

  • 02

    Service managers

    Contracts at risk, owners who need help, and a Friday recap of what got done.

  • 03

    Leadership

    Renewal health across the installed base and revenue at risk.

What it does for your business

  • Fewer lapsed contracts.

    No renewal date passes unnoticed.

  • New recurring revenue

    From machines that were never under contract.

  • Predictable service income

    You can plan around.

  • Customers hear from you

    Before a competitor calls them.

  • Your service team spends time on customers

    Not on Excel.

  • Good to know

    • It works whether you run on a CRM, on Teams To Do, or on shared Excel files.
    • Your team stays in charge. Salezx prepares, reminds and tracks, and your people talk to the customer.

Your questions, answered

It makes sure every service contract is renewed before it lapses. Salezx builds a contract register from what you have, gives every contract an owner, and picks up renewals early, for example 35 days ahead. It scores each contract’s health, gives each owner a daily Teams card with the action and a ready-to-edit email draft, and keeps reminding until the renewal is closed.

Every service contract renewed on time, and every uncovered machine brought under contract.

See all desks