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Renewals stopped falling through the cracks
Manufacturing · read in 6 minutes
The challenge
Ferro Systems tracked renewals in a shared spreadsheet. When the team got busy, reminders slipped, and customers renewed late or not at all.
“Nobody was being careless,” says Priya Nandakumar, Ops Lead at Ferro Systems. “There were just more renewals than there were reminders in anyone’s head.”
The approach
Ferro connected its CRM and email to Lumora and set up an agent that checks upcoming renewals every morning, sends personalized reminders, and alerts the account owner when a customer goes quiet.
The team reviewed every message for the first week, then let the agent run on its own once they trusted the results.
The results
Missed renewals dropped by 31%, the team saved four hours a week, and the full rollout took two weeks.
“We used to lose renewals because someone forgot to follow up. Now an agent follows up every time.”
Ferro Systems now uses Lumora for onboarding check-ins and quarterly account reviews as well.
We used to lose renewals because someone forgot to follow up. Now an agent follows up every time.
FS
Priya Nandakumar
Ops Lead
FS
Ferro Systems
INDUSTRY
Manufacturing
COMPANY SIZE
520 employees
CHAMPION
Priya Nandakumar
01
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