Use case · Sales · Customer service
Converting projects into recurring revenue
Spots one-off projects that can become maintenance contracts. More recurring revenue without growing the team.
The problem
Every project delivered is a missed opportunity if it does not turn into a maintenance or recurring service contract. But the sales team never has time to review the portfolio of completed projects, and many recurring revenue opportunities are lost simply because nobody notices them.
How we solved it
We automatically identify completed projects that meet the criteria for a recurring contract and trigger a sales workflow for the right person, with the proposal already filled in and the best moment to get in touch.
What you get
Areas involved
- Sales
- Contracts
- After-sales
- Automatic identification of recurring revenue opportunities
- Sales proposals generated in advance from project data
- Follow-up workflow triggered at the right moment
- More recurring revenue without enlarging the sales team
- Smooth coordination between technicians, sales and administration