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Microsoft Dynamics CRM forum

CRM for SaaS company (recurring revenue)

Posted on by 6
We are a small-medium company that is selling a SaaS business. 
We are looking for a CRM that is capable to manage (from leads to invoice) our subscription business, with annual invoices to the customers that renew the licenses.
Our total annual business is made of:
+new licenses
+ renewed/upgraded licenses
- churned licenses.
Does Dynamics Sales fit similar application? Do you have the name of some consultancy company that can support similar sales process (End to End) ?
  • CU19052100-0 Profile Picture
    CU19052100-0 6 on at
    CRM for SaaS company (recurring revenue)
    Thanks Dengliang Li for your reply,
    But this was not exactly my question.
    Some CRM in the market have embedded the possibility to manage the subscription business (Renewal, Upgrades, Downgrades, Churn).  How does Dynamics Sales manage it ?
  • Verified answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    CRM for SaaS company (recurring revenue)
    Dynamics 365 Sales provides business process flows to guide salespeople through the Lead to Invoice sales process.
    You can find the Microsoft partners near you and ask them for advice on the Consulting Services platform.
    Best Regards,
    Dengliang Li

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