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Revenue
Sales
Performance
Renewals
Notifications
Flow Chart
CRM Process allows for tracking of growth
Baseline
Revenue
Growth
Quantify your baseline with your Renewal Quotes
Record your Revenue with the Book of Business
Visibility on your exisiting revenue per contracting entitiy.
Track your growth with Sales Opportunities
Visibility on new revenue and upticks on exisiting accounts.
Creating and tracking Sales Opportunities at a Product Level
Ensuring completion of Legal Documentation
Generation of Sales SSOF Directly from the Sales Opportunity in CRM
Start the Renewals Process by creating Renewal Quotes that copies your Book of Business
Track Renewals progress in CRM
Generate Annual Update Letters (Renewal Letters) with one click
Notification schemes have been set up in CRM to
Keep departments informed
ADs are made aware of:
Finance are notified for:
Legal are notified for:
Questions before a demo in CRM