Deals Renew & Upsell SaaS Model

[AMARIE]

In a SaaS model with subscriptions and upsells, how do you manage deals and pipelines to effectively track renewals AND upsell/cross-sell opportunities?

Currently, I see two options:

1. Two Deals, Two Pipelines: Create a deal in a Renew pipeline and another in an Upsell/Cross-Sell pipeline.

   • Limits:
     • If the upsell/cross-sell happens during the renewal, it would be better to have everything in one deal.
     • Parallel management of two deals complicates the process.

2. One Deal, One Pipeline: Combine everything into a single pipeline.

   • Challenges:
     • Have you managed to include renewal stages and track the progress of upsells?

Which approach do you use and how do you handle these scenarios?

[BérangèreL]

Hi @AMARIE and welcome to the Community! 🎉
We are excited to have you here! ❤️

Great question, thank you for asking the Community!

I have found similar threads for you that might help you:

- The solutions from @Dan1 and @louischausse on this post "How to handle renewals in your deal pipeline - Best Practices and Pro Tips"
- The solutions from @sales and @louischausse on this post "Combining expansion booking with a renewal"
- The solutions from @trevorjones and @louischausse on this post "How to manage deals with renewing + upsell revenue?"

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

And please @AMARIE, let me know if there is anything else I can help with. I'll be delighted to do so!

Thanks and have a great day!

Best,
Bérangère

[AMARIE]

Bonjour Bérangère,

Thank you very much for your prompt response. 
I've analyzed the provided threads, and they does bring more clarity on any use-case.

Would it be relevant to share the process we will implement for the community? 

Have a great week,