Renewal Co-Pilot | AI-Driven Renewal Intelligence for Salesforce and Zuora

Renewal Co-Pilot gives revenue and success teams a clear view of upcoming renewals by automatically surfacing contract data from Zuora directly inside Salesforce. It eliminates manual tracking and scattered spreadsheets, allowing teams to focus on strategic conversations instead of administrative work.

Built with Kaana’s AI automation framework, Renewal Co-Pilot doesn’t just show what’s expiring — it helps you understand what’s possible.

How It Works

Unified Renewal Data

Connects Salesforce + Zuora → real-time renewal visibility
Auto-syncs contract dates, terms, and payment history

AI-Powered Insights

Analyzes product usage, purchase patterns, and behaviors
Suggests tailored upsell/cross-sell offers

Workflow Integration

Sends proactive renewal alerts via Slack or Teams
Updates Salesforce stages automatically when renewal intent is detected

Business Impact

Reduce Manual Effort

Eliminate error-prone spreadshets and manual tracking

Increase Expansion Revenue

Turn renewals into growth opportunities through AI-driven recommendations

Improve Retention

Engage customers early with personalized, proactive renewal outreach.

Why Kaana

Kaana specializes in connecting systems like Salesforce, Zuora, and NetSuite with AI that makes complex workflows intuitive. Renewal Co-Pilot reflects our commitment to transforming everyday processes into intelligent, automated experiences that drive measurable business outcomes.

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Renewal Co-Pilot: AI-Driven Renewal Intelligence for Salesforce

How It Works

Business Impact

Why Kaana

Results Your Customers Will Love