CRM

ZRoberts4
Participant

Tracking Expansion Revenue for b2B SaaS company

Hi everyone!

 

I manage our CRM and am having trouble tracking the dollar amount of increased revenue from an existing customer over their lifetime with us. For example, Client X signed a 1 year contract paying $10,000 per month. After the contract was up, Client X signed a renewal for a year at $11,000 per month, resulting in a $1000 per month upsell. This is a recurring situation for our business and want to track expansion revenue earned. 

 

I know there are properties that we can mark as an "upgrade" or "renewal" but the deal itself has no technical assocation with the previous contract's deal.

 

Also, I have been attempting to use the Beta "Same Object Type" association tool but haven't gotten very far with it for this example.

 

Any suggestions?

 

Thanks!

0 Upvotes
1 Reply 1
MiaSrebrnjak
Community Manager
Community Manager

Tracking Expansion Revenue for b2B SaaS company

Hi @ZRoberts4,

 

Thank you for reaching out to the Community!

I wanted to share a couple of relevant resources:

 

 

Hi @franksteiner79@louischausse@HubDoPete, do you have any additional insights and tips that you could share with @ZRoberts4? Thank you!

 

Cheers
Mia, Community Team 

 


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings

0 Upvotes