1:34
Getting paid
Invoices that look like your business, raised straight from the customer's record. See how to set up, issue and track invoices in Sales Intellect.
What this video answers
Can Sales Intellect track subscriptions and maintenance plans?
Yes. Subscriptions keep track of every plan: who is on which plan, when they renew and what they have paid.
Watch this part (0:00)Can I see my monthly recurring revenue (MRR)?
Yes. The subscriptions desk shows monthly recurring revenue, how many plans are running, the renewal money coming in each month for the year ahead, and who joined or left.
Watch this part (0:20)How do I find renewals that need attention?
Renewals due picks out anyone who needs a look - a renewal date that has passed or a payment that failed - and lists who is renewing in the next thirty days.
Watch this part (0:29)How do I set up subscription plans?
The plans are records, such as Essential, Plus and Premium, each with a price. A few settings turn them into subscriptions: how long a term runs, and how long after a missed renewal a plan lapses.
Watch this part (0:38)Where can I see a customer's subscription?
On the Subscriptions tab of their contact record: their plan, the current term, what they paid, and every renewal before it. A renewal date that has passed is flagged.
Watch this part (0:51)How do I start a subscription for a customer?
Pick the plan and the start date, and the renewal date works itself out. Record the payment now, or mark it as awaiting payment.
Watch this part (1:03)Can I contact everyone who is due to renew?
Yes. Subscriptions are part of the contact search, so finding everyone due to renew takes one click - ready for a phone call, an email campaign or a workflow.
Watch this part (1:18)Everything said in the video
0:00
Maintenance plans at a glance
Plenty of Acme's customers are on an annual maintenance plan. Subscriptions keep track of every one: who's on which plan, when they renew, and what they've paid. This desk shows the lot at a glance.
0:20
Recurring revenue and renewals
Monthly recurring revenue, how many plans are running, the renewal money coming in each month for the year ahead, and who joined or left. Renewals due picks out anyone who needs a look, a renewal date that's passed or a payment that failed, and lists who's renewing in the next thirty days.
0:38
Setting up plans
The plans themselves are records: Essential, Plus and Premium, each with a yearly price. A few settings turn them into subscriptions: how long a term runs, and how long after a missed renewal a plan lapses.
0:51
A customer's subscription
On a customer's record, the Subscriptions tab shows their plan, the current term, what they paid, and every renewal before it. Cooper's renewal date has passed, so it's flagged.
1:03
Starting a subscription
Rebecca just had a new heat pump put in, so she's joining the Plus plan. Pick the plan and the start date, and the renewal date works itself out. Record the payment now, or mark it as awaiting payment.
1:18
Finding renewals due
And because subscriptions are part of search, finding everyone due to renew takes one click, ready for a phone call, a campaign, or a workflow. Plans that renew on time, revenue you can see coming, and no customer forgotten.
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