Customer operations: update ARR snapshots on renewal for CSMs and AMs

CSMs and AMs lack current ARR after segment changes, causing misprioritized renewals. It updates ARR snapshots when customers enter Renewal so CSMs and AMs prioritize renewals with current revenue context.

Overview

Stale ARR data leads to misprioritized renewals and planning gaps for IT services accounts. This workflow keeps each customer's ARR snapshot current when they enter the Renewal segment, giving CSMs and AMs accurate revenue context to prioritize renewals and reduce planning errors. Operations leaders get reliable revenue signals without manual updates.

Notable Features

Update ARR snapshots on segment change
Populate ARR field in customer record
Notify assigned CSMs and AMs