{"id":10515,"date":"2015-06-20T10:59:02","date_gmt":"2015-06-20T10:59:02","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10515"},"modified":"2015-06-20T10:59:02","modified_gmt":"2015-06-20T10:59:02","slug":"crm-for-subscription-process","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/20\/crm-for-subscription-process\/","title":{"rendered":"CRM for Subscription Process"},"content":{"rendered":"<p>Nowadays, Subscription business model is growing very rapidly in various industries and it is such a business model where customer pay money for a particular product\/service for the particular time of period.\u00a0 The major benefit which will be extracted from this business is it is a recurring model where customer\u2019s subscription will be renewed on a timely basis.<br \/>\n<strong>New Stuff: <\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/19\/shipment-and-invoice-process-in-crm\/\" target=\"_blank\">Shipment and Invoice Process in CRM<\/a><br \/>\n<strong>Why CRM in Subscription Process?<\/strong><br \/>\nWhen we talk about CRM we think about customer at first look and system which is customer oriented. Everyone knows that customers are the key to run any business. The CRM for subscription business model should be\u00a0designed in such a way that it identifies the process complexity and takes the\u00a0appropriate actions accordingly.<br \/>\nThe system should not only helps in maintaining subscriber\u2019s data but it should be treated as a helping hand in getting the renewals on time. So, let\u2019s see how Sage CRM is helping our clients to grow the business.<br \/>\nIn today\u2019s blog we are going to talk about subscription Process which is predominant in magazine and issuing industry. Sage CRM helps you giving 360degree view of customer\u2019s subscription activation and renewal process.<br \/>\nLet\u2019s see the process step by step:<br \/>\n<strong>1.<\/strong>\u00a0<strong>Customers Onboarding:<\/strong> This is nothing but new customer creation screen\/form where subscriber\u2019s details are captured. This screen is divided into three sections to capture relevant information such as personal, address and phone and email.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/Screenshot1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-10516\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/Screenshot1.jpg\" alt=\"Screenshot1\" width=\"1141\" height=\"547\" \/><\/a><br \/>\n<strong>2.\u00a0Subscription and subscription Duration:<\/strong> Once we are done with capturing subscriber data. Next step is to capture subscription details. While capturing the Subscription details we key the Tenure of Subscription, Type of Subscription based on which system calculates the renewal date and other important information.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/Screenshot2.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-10517\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/Screenshot2.jpg\" alt=\"Screenshot2\" width=\"1229\" height=\"556\" \/><\/a><br \/>\n<strong>3.\u00a0Renewal Process:<\/strong> We have created a tab wherein whenever the subscription is coming to end system will give us a pop to renew the subscription of a particular Subscriber (Customer). By clicking on the respective record we can renew the subscription.<br \/>\nRenewal process also include the following features:<br \/>\na. Auto creation of Reminders.<br \/>\nb.\u00a0Auto assignment of Reminders.<br \/>\nc.\u00a0Scheduling of Reminders.<br \/>\nd.\u00a0Triggering of Emails to Subscribers.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/Screenshot3.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-10518\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/06\/Screenshot3.png\" alt=\"Screenshot3\" width=\"1258\" height=\"443\" \/><\/a><br \/>\nThese are the highlights of overall subscription process it also involves few more processes to add complexity in it.<br \/>\n<strong>Also Read:<\/strong><br \/>\n1. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/12\/prepayment-process-in-crm\/\" target=\"_blank\">Prepayment Process in CRM<\/a><br \/>\n2. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/12\/label-printing-process-within-sage-crm\/\" target=\"_blank\">Label Printing process within Sage CRM<\/a><br \/>\n3. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/24\/gumu-for-sage-crm-quickbooks-integration-synchronization-processes\/\" target=\"_blank\">GUMU for Sage CRM \u2013 QuickBooks integration \u2013 Synchronization processes<\/a><br \/>\n4. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/03\/31\/accelerate-your-line-item-entry-process-using-gumu-integration\/\" target=\"_blank\">Accelerate your Line Item Entry process using GUMU Integration<\/a><br \/>\n5. <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/one-time-processes-for-gumu-sage-crm-sage-100-integration\/\" target=\"_blank\">One Time Processes for GUMU&#x2122; Sage CRM \u2013 Sage 100 integration<\/a><br \/>\n&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nowadays, Subscription business model is growing very rapidly in various industries and it is such a business model where customer pay money for a particular product\/service for the particular time of period.\u00a0 The major benefit which will be extracted from this business is it is a recurring model where customer\u2019s subscription will be renewed on\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/20\/crm-for-subscription-process\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[71,131,332],"tags":[715,1167,1170,1919,2361,2362],"class_list":["post-10515","post","type-post","status-publish","format-standard","hentry","category-company","category-email","category-sage-crm","tag-communications","tag-follow-up","tag-followups","tag-renewals","tag-subscriber","tag-subscription"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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