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CRM Sales Process

Visualising CRM

Book of Business

Centre of CRM

Book of Business

Pipeline - Sales Opportunities

Pipeline

Creating and tracking Sales Opportunities at a Product level

  • From Stage 1 to Stage 5 (Contract Signed) or Stage 0 (Opportunity Lost)

Ensuring completion of Legal documentation

  • KYC
  • MSA

Generation of Sales SSOF

Sales Opportunity

Renewals

Track your Book of Business and prepare for Renewals

Track Recurring Revenue at a Product level per contracting entity

Generate Renewal Quotes with one click

Generate Renewal SSOFs with one click

Renewal Opportunity

Performance

Quantify your baseline with your Renewal Quotes

  • What was invoiced for the last renewal

Record your growth with Sales Opportunities

  • All opportunities in Won Opportunities YTD

Track your Book of Business with one Renewal Opportunity per contracting entity

  • What was invoiced for the last renewal
  • And all additional cross/up-sells since

Flowchart of CRM Sales Process

Flow Chart

Sales

Renewals

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