What´s recommended or best practices for those who upgraded to zoho one?
I have recently upgraded from Zoho CRM to Zoho One, and now that i a got access to a lot of new apps, i got some doubt about what are the best practices for my type of business.
My first doubt is regarding revenue, here how my business works (SaaS):
1. Client closes a deal paying a initial fee per item contracted.
2. Client pays a recurring value per item contracted.
My billing considers from the 1st to last day of the month, with invoice payment due to the 10th day of the following month, so when this contracting happens in the middle of the month, we charge proportional e.g:
$79 per month, 31 days in that month
Contracted in 20th of January, so 11 days to charge = (79/31)*10 = $25.48
invoice generated in 01 of February with due date to 10th of February.
My question is: Should i handle all this at Zoho books recurring invoices, or use Zoho subscription? Which one will be the best option for my case?
My second doubt is: We have a web application for our customers and we have our website for sales, like any SaaS company.
I want to use a chat in both, so should i use sales iq chat in the web site and zoho desk chat for the web application, or one of them handles everything better than the other, and therefore i should use it in all?
My first doubt is regarding revenue, here how my business works (SaaS):
1. Client closes a deal paying a initial fee per item contracted.
2. Client pays a recurring value per item contracted.
My billing considers from the 1st to last day of the month, with invoice payment due to the 10th day of the following month, so when this contracting happens in the middle of the month, we charge proportional e.g:
$79 per month, 31 days in that month
Contracted in 20th of January, so 11 days to charge = (79/31)*10 = $25.48
invoice generated in 01 of February with due date to 10th of February.
My question is: Should i handle all this at Zoho books recurring invoices, or use Zoho subscription? Which one will be the best option for my case?
My second doubt is: We have a web application for our customers and we have our website for sales, like any SaaS company.
I want to use a chat in both, so should i use sales iq chat in the web site and zoho desk chat for the web application, or one of them handles everything better than the other, and therefore i should use it in all?
Topic Participants
Rafael Girotto
Storytelling BeanCounter - www.storytellingbeancounter.com
Michael Trow
Daniel Arambula
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