Frequently Asked Questions
Please click the Schedule A Demo link above and let us know about your interest in Rethink. We will ensure you get a good feel for the Rethink solution before making any decisions.
Rethink comes in three tiers which can be mixed and matched to suit your goals. A Rethink Account Executive will provide details on each tier. Our Broker license is typically sufficient for most firms that do not require expanded application and API access. This can be a very economic option for customers. For firms that intend to leverage the Salesforce.com platform to its fullest, including installing 3rd-party applications from the Salesforce.com AppExchange or require API access, we provide our Enterprise license.
We know changes occur. Should you decide not to renew your Rethink service for the next year, canceling is simple. The Primary or Accounting Contact must notify our Accounting Services team that you do not wish to renew at least one month prior to your renewal date. This allows us to notify Salesforce.com.
Yes. Only renew what you need. Since all Rethink licenses are annualized, any downgrades will apply at the start of the next term renewal. Simply alert us to your preferred license count and type at least one month prior to your renewal. We will handle any license type and count adjustments for you with Salesforce.com directly.
Our optional Rethink Remote package is positioned to assist smaller customers that benefit from regular monthly checkins with our Product Services team. Our team can work with customers to make changes, handle tasks, and help train your team to ramp up adoption. To learn more about any of our premium programs, please reach out to your Rethink Account Executive during the sales process, or open a request with our Product Support team anytime.