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Transcript

Revenue

Sales

CRM Sales Process

Performance

Renewals

Notifications

Flow Chart

CRM Process Flow Chart

CRM Process Flow Chart

Analytics

Tracking Growth

CRM Process allows for tracking of growth

Baseline

Revenue

Growth

Baseline

Quantify your baseline with your Renewal Quotes

  • See what was invoiced for the last year's renewal

Revenue

Record your Revenue with the Book of Business

  • One Renewal Opportunity per contracting entity
  • What was invoiced for the last renewal
  • Additional cross/up-sells since.

Visibility on your exisiting revenue per contracting entitiy.

Growth

Track your growth with Sales Opportunities

  • All signed deals in Won Opportunities YTD

Visibility on new revenue and upticks on exisiting accounts.

Renewal Opportunities

  • Record your Book of Business and prepare for Renewals

  • Record Recurring Revenue at a Product level per contracting entity

  • Generate Renewal Quotes with one click

  • Generate Renewal SSOFs with one click

Book of Business

Sales Opportunities

Pipeline

Creating and tracking Sales Opportunities at a Product Level

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

Ensuring completion of Legal Documentation

  • KYC
  • MSA

Generation of Sales SSOF Directly from the Sales Opportunity in CRM

Renewals

Renewals

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

Notifications in CRM

Connecting Finance, Legal, and Sales

Notification schemes have been set up in CRM to

Keep departments informed

Notifications for Sales

ADs are made aware of:

  • KYC requirements for New Logos
  • Renewal Reminders

Sales

Notifications for Finance

Finance

Finance are notified for:

  • New signed contracts/won deals
  • New quotes
  • Initial
  • Renewal

Notifications for Legal

Legal are notified for:

  • Approval of KYC documentation
  • New signed contracts/won deals

Legal

End Notes and Q&A

Q&A

Questions before a demo in CRM

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