APOS Overview
Smarter Renewals Overview

Updates

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December 2024

Streamlined Access, Enhanced Filters, and Improved Search Functionality 

As Lenovo continues to invest in the channel community and into the Renewtrak platform, we are excited to announce this month’s recent enhancements.

Explore our latest updates featuring enhanced filtering options, streamlined user access, and a significantly improved search algorithm for a more efficient and tailored experience.

Enhanced Filter Menu

In Manage Opportunities or All Opportunities, the filter menu options are now divided into two tabs. This will help you discern which filters are specific to your current screen versus those that apply across all screens or “global.”

Streamlined User Details

A new icon in the upper right corner provides direct access to ‘My Details,’ allowing you to quickly update your personal information. This streamlined feature simplifies the process, making it more efficient to keep your profile current.

Enhanced Filtering Capability

We’ve enhanced our filtering capabilities to streamline your search process. Now, you can easily narrow down opportunities linked to a specific entity’s email address, providing a more targeted and efficient experience.

Improved Search Algorithm

You can now specify the categories you want to search, significantly narrowing your search scope and boosting speeds by 20-30 times. Additionally, before you even run your query, you’ll get a quantitative preview of how many results to expect, making your search experience more informed and effective.

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October 2024

Faster Data Updates, Expanded Opportunities, & Better Efficiency

Data Update

Our internal data team is working with various global stakeholders to actively enhance the data which flows into Renewtrak. Based on those efforts, the data will now be updated every three weeks. Currently data is loaded with opportunity through early June 2025. These enhancements will allow for visibility for Distributors and Partners up to 210 days of opportunity in the platform at any given time.

Message Hub – New User Management Feature

Whether you’re a Distributor reaching out to a Partner or a user contacting your Lenovo representative, the message hub fosters quick, clear, and effective conversations that help drive your business forward. This centralization eliminates the need to switch between different communication channels, enhancing efficiency and ensuring that messages are received promptly.

To make this tool even better a new user management feature has been added. Admins can now toggle on or off message hub notifications for any relationship managers or sales reps. This suppresses the messages they would receive in their email inbox indicating they have a message hub notification. Admins can toggle this on or off for all new users and can edit for any existing users.

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New Status
Filter

A new status filter has been added under the All Opportunities tab. You can now toggle on or off for “Inactive” opportunities. Inactive opportunities refer to orders that have been modified.

When you update the content of an existing order, the previous version becomes inactive. The filter allows inactive order lines to show or hide and it gives the user the ability to filter on those. By default, this filter is toggled off.

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History Tab
Enhancements

As we ingest new data every three weeks, you will now be able to view data changes and improvements within the History Tab, providing insight into any changes that may have occurred.

FAQs

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Do you have APIs we can use to upload the data to our CRM automatically?  

Unfortunately, we do not currently support APIs.

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Why don't I see a dollar value for Contracts and Bids?

The variables within Contracts and Bids are unique offerings and, therefore, can’t be assigned a value.

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When I have set a margin for a Customer, but they decide to refresh their hardware instead of extending their existing warranties, will the same margin be applied to the new order?

When a Customer requests a hardware refresh, you will handle it exactly as you do now — i.e. you determine the margin you want for the Customer.

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What is the highest allowed margin percentage I can apply to IDG & ISG?  

The margin you set is entirely up to you. There are no restrictions on your margins, and your margins are not seen by your Disti or Lenovo. 

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How do I solve the error message “Page Not Found” when trying to log in to Renewtrak?  

Please clear your cache/cookies and retry the link. 

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Are my bank details and Customer information secure?

Yes, your bank details, Customer information and payment gateway are secure and encrypted.  Bank details must be supplied to enable the Credit Card payment option. 

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May 2024

The newly enhanced Renewtrak Platform is now live! 

Summary

Enhancements to the Renewtrak Platform are live and ready to experience—making Lenovo renewal revenue opportunities easier to manage for our Channel Partners. And for those of you with Server and Storage opportunity, you’ll now be able to use the Platform to further expand your revenue potential.

Why Now?

As part of our ongoing investment to optimize the renewal purchase process, we feel it is important to evolve the Platform experience and make it easier to see all your opportunity in one place. From automated renewal notifications to new business lines and dashboard enhancements, we are committed to helping you realize more revenue growth.

changes icon Here are some of the exciting updates you will see when you log into the platform:

A better Platform experience for your Customer to manage their renewal effortlessly

Server and Storage opportunity ready to activate (if applicable)

Improved dashboard and data visualization

The ability to manage/activate Customer data by account

The ability to see all revenue streams in one comprehensive view

View a full demonstration! 

To help you understand the breadth of the changes, please watch the full demonstration of our new and improved Platform below: 

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Can’t find what you are looking for?

Please reach out for additional support

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