Sales

Layers

Layers build on each other and each one works on its own: turn on the next layer when you want it, turn it off when you don't. Turning off deletes no data.

1. Base

   “Let me keep my list in order.”

   Product and service list, prices

   • 7 offering types: physical products, digital licenses, subscriptions, services, maintenance contracts, bundles, managed services; projects go on a quote as their own line
   • Services priced by the hour or per unit; physical products with warranty months and on-site or depot service

2. Tracking

   “Let me not miss what happens when.”

   Quotes, PDF, e-mail and online acceptance

   • A sent quote's price stays fixed even if the catalog price changes later
   • Quotes go out as PDF and e-mail; the customer accepts by link, confirmed with a 6-digit code sent to their e-mail
   • Revisions keep every sent and accepted version of a quote as a copy that cannot be changed
   • Capacity packages: team roles × phases in days, with price, cost and margin, added to a quote with a scale factor

3. Process

   “Let the work follow a rule.”

   Offering types (subscription, licence, maintenance), project lines on quotes, quote to invoice and order, sales orders and delivery

   • Subscriptions with a monthly or yearly price, included seats and an overage rate; named-user or concurrent licences with a maintenance renewal price
   • Maintenance contracts and managed services with an SLA response time; managed services on a dedicated or shared team
   • What each customer holds: instances with entitlements and recorded consumption; active, suspended, cancelled or expired
   • An accepted quote becomes a sales order; delivered goods leave stock at average cost, and only what has gone out is invoiced

4. Control

   “Let me manage it and account for it.”

   Catalogue and channel management

   • Curated catalogs: pick offerings for an audience and keep each catalog as draft, published or archived