Zoho CRM Automated Deals to Track Subscription Revenue Implementation – 2020

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This week’s implementation is brought to you by the CRM Zen show featuring Brett Martin & Tyler Colt.  Tyler shares this week a Zenatta Internal implementation applied to our own CRM.  We needed a way to track revenue through a subscription service inside the deal module inside our CRM.

Here are some keynotes from the video as we try to completely automate a subscription workflow through Zoho CRM and Zoho Subscriptions:

  • Automated creation of child Deals to track subscription revenue along with traditional Deal revenue, by a pressing a button in the parent Deal.
  • A Parent Deal is then created to represent the subscription, and hours the customer is entitled to in this subscription.
  • No revenue attributed to this parent Deal.
  • The script automatically creates a child Deal underneath parent Deal each month to attribute revenue evenly over the course of a subscription.
  • A script also updates hours on file for subscription each month.
  • Next step: automatic trigger of this script via subscription renewal that will involve automation using.

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Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.