Renewals tracking for 34 enterprise accounts, at an early-stage cybersecurity firm selling to enterprises
A small team at an early-stage cybersecurity firm selling to enterprises tracks renewals for 34 enterprise accounts in this system. Before it, the signed contracts sat in inboxes, shared drives, and spreadsheets, so the terms agreed with a client and the way that client was billed depended on who you asked. Every account now shows the contract in force, the signed documents behind it, and how the client is billed. The firm manages its accounts here, and at rollout the system had 31 client accounts and hundreds of contacts.
Change how a client is billed and last quarter's arrangement stays on record, in a change history that can't be quietly rewritten, even by an administrator. The firm's CEO priced a CRM license plus an implementation partner, then chose to own the system instead.
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