How do you manage recurrent sales?

Jose Orb

Hello community, 

I am wondering whats the best way to manage a customer you have already closed a deal with, and is willing to do further business in the future?

I've found out that if I create a new deal, I loose valuable information from past deals that may become handy.

any thoughts? I appreciate your help!!

thanks!!

 

Daniela Theart

HI Jose,

I have created a field to be completed with new deals for renewals, additional, upgrades, downgrades and then you just link it with the organization/customer and contact person.

My team also indicates in the deal name whether it is an additional (add on for current customer) or upgrade etc.

 

Hope this helps

 

 

Jose Orb

Excellent Daniela!!!, good idea!!!, thanks