Building long-term, predictable revenue is the key to success for a great many firms. However, once you reach a certain size it can be time-consuming to manage the process. At many firms it ends up as a complex web of diary reminders, incomplete spreadsheets, databases, and haphazard recollection.
Create a seamless process from initial subscription through to renewal.
Easily remind customers to renew their contracts and automatically produce all transactional documents.
Easily track renewals and subscriptions to get accurate predictions for future revenue.
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The process is typically susceptible to error so that renewals get missed, revenue lost, and customers disappointed. Or alternatively the organization expends huge effort in making sure nothing is missed – it’s a drain on resources that could be deployed more profitably elsewhere. In extreme cases, the upside of subscription-based revenue is less than the cost of administering it all.
With CRM from Workbooks you can have ongoing, sustainable revenues without the administrative headache. The CRM platform automates it, reminding customers to renew contracts or prompting Account Managers to get in touch with customers due for renewal. You can automate the invoicing process, creating and managing subscriptions with flexible terms, and even collecting payments.
Furthermore, CRM from Workbooks delivers insight around subscriptions. You can easily see your renewal rate, and confidently predict future subscription levels. It’s another way CRM from Workbooks gives you the visibility and information you need to make the right decisions for the future of your business.
Track all suppliers and their specific pricing. Apply rules and use schemes to drive accuracy. Track all communications against orders. Create supplier contracts and manage on-boarding processes, incl. risk assessments and quality audits.
Build professional looking quotations in a matter of minutes. Standardise terms & conditions, implement approval workflows. Help your sales team select the right products and services for each customer. Ensure consistent pricing and discounting.
ORDER CREATION & PROCESSING
Turn quotes into orders with a single click. Track the status as they are fulfilled and invoiced. Use electronic signature for speed and reduced paperwork. Create orders directly from opportunity or quote records.
Generate branded proposals and contracts. Use customisable templates so your proposals and contracts look the way you want. Incorporate electronic signatures for an easier buying experience.
Create multiple invoices from an order. Create project cases or activities from orders to manage the delivery of services. Automate repetitive tasks and remove the admin burden associated with quotes, CPQ, order etc.
Track the status of orders and individual line items on orders. Automatically create supplier purchase orders and invoices with a single click. Create customer contracts directly from orders.
MULTI-CURRENCY / COMPANY / TAX
Configure which currencies to use, define exchange rates and periods. Select a home currency for global consolidation. Easily configure different rules and tax schemes for each legal entity, thus ensuring compliance.
Easily review quotes expiring this week, quotes for approval, open orders, outstanding invoices etc. Give sales real-time visibility. Track order performance by sales rep or team to manage commissions. Quickly recognise revenue.
SUBSCRIPTIONS & RENEWALS
Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels. Automate the invoicing process, create and manage subscriptions with flexible terms, and collect payments.