Key takeaways

  1. If the data model stops at Won, renewals will live in a spreadsheet.
  2. Contracts should be raiseable from the won deal, with the products already on it.
  3. Expiry reminders and visit schedules are CRM work, not a calendar someone keeps privately.
  4. Qivity manages AMC contracts, invoices, payments and maintenance visits in-product.

AMC management is the unglamorous half of revenue: the annual maintenance contract, the visit in month fourteen, the invoice that is not a new opportunity. If your CRM’s data model ends at Won, that half falls into Excel, and Excel does not remind anyone.

For manufacturers, facility managers, medical-device distributors and anyone who sells a box plus a year of being on the hook, this is not an add-on. It is the business.

What goes missing after Won

  • Who owns the renewal when the hunter has moved on.
  • Which products are actually under contract.
  • Whether the visit happened.
  • Whether the invoice was paid.
  • Whether anyone told the customer the contract expires in 30 days.

Each of those is a CRM field. Together they are a module. Most sales CRMs pretend they are a different department’s problem. Then sales gets blamed when the renewal surprises everyone.

Native vs field-service add-on

Enterprise platforms will sell you a field-service cloud. It works. It also means two logins, two permission models and a report that needs a specialist. Qivity’s AMC module is the same product as the pipeline. Winning can raise the contract. The catalog on the deal becomes the catalog on the contract.

WhatsApp reminders to the account owner — “six AMCs expire this month” — only work if the dates live here, not in a shared drive. See WhatsApp as a channel.

What to ask in a demo

Show me a won deal. Raise a one-year AMC from it without retyping products. Schedule a visit. Raise an invoice. Show the expiry on a dashboard widget. Send the owner a reminder. If any step is “export to the service tool,” you are buying a join.

Bring a contract that actually expired last quarter. That is more informative than a happy-path renewal.

#AMC #service #renewals