Hello CRM Community!
We are a software company who has multiple licensing models.
We offer our software as traditional perpetual licence sales of Concurrent Session or Named User licences. We also offer subscription packages (annual or monthly), which in turn can be made up of subscription Concurrent or Name User licences.
The issue we have is that often we need to quote to the customer all the different options. So we will quote then Name User Licensing versus Concurrent User Licensing costs, for perpetual and subscription models. The customer can than make an informed decision
on which route they would like to take.
How best do we cope with this in Office 365 CRM Online? An opportunity can only have one set of opportunity products. Yes, we can create a opportunity product list set, generate the quote, then delete the products, and create a new set, and then quote...
but this is messy and time consuming. We could create an opportunity for each licensing alternative for the one deal, but then it skews all the sales forecasting and success rate figures.
I am not looking for a magic wand to solve these issues. I am just wondering what people think would be the best way to tackle it? What is the best we could expect from the CRM?
Kind regards,
Mark Bain.
Cambridge UK.
