CRM and sales pipeline
Reports, forecasting and renewals
Pipeline forecasting, sales performance, orders, subscriptions and renewal of expiring contracts.
What does it solve?
BEFORE
- Forecasts are based on gut feeling.
- An expiring contract comes as a surprise.
- Recurring revenue is not visible.
AFTER
- Weighted pipeline forecast.
- Renewal opportunity before expiry.
- Overview of orders and subscriptions.
How does it work?
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Measurement
Conversion by stage.
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Forecasting
Weighted value by period.
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Subscription
Recurring invoicing.
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Renewal
Automatic opportunity before expiry.
Capabilities
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Sales reports
By salesperson and by product.
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Forecasting
Pipeline by period.
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Subscriptions
Linked to invoicing.
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Renewals
Expiry monitoring.
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