Best practice when handling customers and/or accounts with different "statuses"?
Just wondering what the best approach might be here.
Different scenarios:
Scenario 1:
We sell software to client 1 and he pays for a yearly subscription.
We sell the same software as above to client 2 but he pays monthly or maybe even quarterly.
So the customer is "active" in both cases but also very different in terms of our data on our customers.
Do you use products and sales orders to filter out the differences or are there other ways to handle this?
Scenario 2:
We have a client that cancels their subscription = they are still active for X amount of months until it cancels. After the end date (I assume on the sales order in Zoho) we no longer invoice the client.
We have a client that cancels their subscription = they are still active for X amount of months until it cancels. After the end date (I assume on the sales order in Zoho) we no longer invoice the client.
But does it become an "inactive customer" or "churned customer" or do they still act like an acquired customer by for example the rating: "Acquired"?
Do you automate this via workflow or similar so that we can track the different types of both active and inactive accounts?
Scenario 3
Do you automate this via workflow or similar so that we can track the different types of both active and inactive accounts?
Scenario 3
Let's say we sell a software license on a project basis/pay per usage. This type of "active" account is very different from the "regular" 12-month pre-paid client.
How would u differentiate these two types in reports?
Using products means that we can run reports on accounts and associated products but how do we deal with "history" on the account? I am assuming we use sales orders for this?
Using products means that we can run reports on accounts and associated products but how do we deal with "history" on the account? I am assuming we use sales orders for this?
Anyone have better practices for this challenge?
All the best
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Max Dahlbom
Vigneshwaran K
Sticky Posts
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchCustom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー