Do you know this case? You get a partner a long-term order, eg a service contract for the next two years. The Opportunity in the Sales Cloud is set to "closed won” and now you want to go to forecasting. The problem of how to distribute the Forecasting the expected revenues in the long time horizon of the service contract? In this post I want to show you how you can present opportunities in Salesforce.com over several fiscal years and how to create an appropriate report for this case.
As a tool for customer loyalty and customer service, such as a subscription-commerce, online vendors are increasingly using flexible pricing models, which is a time-and/or volume based package. This can be:
Within the Salesforce cloud, users receive standard functionality to support their sales activities. Additional tools, called Apps, provide the opportunity to capture the whole sales process in Salesforce CRM. But if the Sales Departement has to sell configurable, customized products it is difficult to find the appropriate Salesforce Add-ons. There are basically two ways to obtain these Apps:
Services accounted by Recurring Billing can lead to a huge data amount very quickly. Importing these transaction data in the CRM system without any editing can cause an unnecessary network load and an associated slow down of the overall system.