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5 ways to customize your SaaS management strategy to better meet your needs

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by Brontë Schmit

As your business evolves, your SaaS management should adapt effortlessly to your unique needs and goals. Handling a growing number of tools and platforms can feel like an insurmountable task, but adopting a customizable SaaS management strategy can provide you with the flexibility and control needed to streamline processes without adding complexity. 

At Productiv, the all-in-one SaaS Management Platform, we spend the time enhancing our platform so you can get time back. Our updates are always built with the user in mind, designed to save time, reduce friction, and increase savings. 

Every business has different needs when it comes to their application portfolios, and customizing your SaaS management strategy is just the first step to success. Whether you’re utilizing pre-built templates for renewals, completing tasks directly in Slack, or benefiting from AI-generated insights, easy access to data and automated actions help simplify SaaS management. Discover how the right customization tactics can help you stay agile, efficient, and equipped for growth — ensuring your SaaS strategy evolves alongside your business.

1. Better data means better decisions 

As business needs evolve, it’s easy to become consumed by the process of SaaS management, but without the right information to guide decisions, the process alone is not enough to provide value. Analyzing enhanced pricing benchmarks provide a comprehensive and tailored way to ensure you’re paying a fair price for your SaaS apps, every time. These benchmarks allow you to easily compare SKUs to gain a comprehensive view of costs based on licensing terms — whether it’s 12 months, 2 years, or more. This helps you to plan ahead or negotiate a renewal confidently, so that all of your business needs are met. 

New advanced pricing benchmarks can be accessed directly in platform, within workflows, or by simply asking Sidekick, Productiv’s AI assistant, so with every pricing decision, you have peace of mind.

2. Your unique portfolio, one complete picture.

Gaining a comprehensive understanding of your tech stack is the first step in identifying underused licenses and savings opportunities. With new bundled app license modeling, you get a clearer view of your entire SaaS portfolio. By consolidating contract information for suites, such as Lucid Suite, Adobe Suite, or JetBrains Suite, into one place, you eliminate the need to separately access contract details by individual application. 

New bundled app license modeling simplifies contract management, improves visibility, and ensures your teams fully utilize their tools – allowing you to reclaim time spent managing complex data

3. Meet your team where they work

Introducing a new application or integrating new processes can be challenging for businesses. Teams often resist change, especially when it means learning new tools or adjusting established workflows. When implementing new operations, consider how and where your teams work and meet them there to create a frictionless process. 

New collaboration functionality allows end users to complete tasks, fire off approvals, and more, directly within Slack. These new Slack capabilities reduce errors and minimizes disruptions by allowing teams to work within a familiar environment, while accelerating adoption of process, so you can scale renewals with less time spent chasing teams. 

4. Frictionless processes

Flexibility is key when creating frictionless processes. When security risks, cost optimization, and bandwidth all need to be taken into consideration, increased customization allows teams to  reduce unnecessary steps and speed up operations. 

Best-in-class templates can now be found within Productiv to simplify the creation process and reduce time spent on tedious tasks. To further tailor processes that make it easy for you to manage and teams to engage, new enhancements to renewal workflows allow for conditional step skipping and automated emails based on conditions or outcomes. Approval and Rejection notes can also now be added to workflow steps, giving team members easy access to a birds eye view of every step of every renewal.  

New workflow customizations empower you to tailor your renewals and processes so they scale, while adapting to the unique requirements of different apps and needs of different stakeholders without friction. 

5. Automated information

Ensuring that your team can quickly access updated information is critical for enhancing accuracy, and scalability within your organization. Automating the collection and distribution of information improves historical tracking, reduces confusion, and streamlines governance across every renewal. 

New capabilities in gathering, sharing, and documenting renewal intelligence can be found in customizable descriptions with integrated Slack and email notifications, auto updates to Productiv Fields, and Sidekick workflow chat summaries, continuing to meet your team where they work, so you never miss a critical detail. 

These customization tactics are built to help you reduce operational complexity while providing a clear, comprehensive view of your entire SaaS portfolio. With enhanced visibility, more informed decision-making, and automated processes, your SaaS strategy can evolve alongside your business, driving efficiency and cost savings while ensuring you stay agile and competitive in a rapidly changing landscape.

To learn more about what’s new in Productiv, dive into our updates

About Productiv:

Productiv is the only SaaS Management Platform built for bringing teams together. From new purchase requests to renewals, and everything in between, Procurement, Finance, and IT work in Productiv to align around trusted data, get AI powered insights, collaborate, make smarter decisions, and have confidence in every investment, at scale.

Learn more today

Related Resources

IT's guide to managing SaaS costs
Renewal workflow tiles