Hello,
I am looking for ideas and experiences on how others are capturing different service types in Zoho CRM.
Currently, we create 1 Deal, for each opportunity that the sales teams handle. Each opportunity can include different service types, which in turn have a different impact on sales rev. e.g.
One opportunity could incl
- Consulting Man Hours (provided by an external consultant);
- Technical implementation hours (delivered by internal resources); and a
- Referal bonus for license sale (this is a Referal bonus only. We do not sell software licenses).
The nuance here is that:
1. In theory the revenue here is the markup that we do into the consultant cost, so ideally, only this portion is looked as sales rev and also as a potential pipeline.
3. While the Deal/opportunity would be converted into a close won, this item would be always "open" for the duration of the number of years that the license remains. we would have to invoice the company with the referall schema every yr.
The questions I have are:
1. How are you categorizing these different revenue types, so that you can track them on reporting
2. Do you have a similar setup and how do you handle it especially on pt 1 and 3.
thank you.