Order Management & Renewals

Order Management and Renewals helps automate Opportunity=>Quote=>Order=>Renewal Opportunity flow thereby increasing the fulfillment efficiency and reducing overall “sales cycle”. Below flow shows typical example of Order Management and Renewals in Salesforce, but you can tweak it to meet your business needs, including integrating with external Accounting and Inventory Management solution.

Note: All the objects defined are Salesforce standard objects. So any customization or integration you currently have should work just fine.

Opportunity

• Usually 1st step for most Salesforce org is to register new Opportunity
• Sales Rep configures the opportunity using existing process

Quote (Optional)

• If your org uses Quote module, create Quote from the Opportunity
• Send quote/contract to end customer

Payment Received?

• Update Quote status which will update Opportunity Stage or
• Directly update Opportunity Stage once payment is received

Order

• Opportunity Stage of Close Won creates new Order. You can configure the stage to be something else too.
• You can configure what default Order looks like
• Once ready to ship, activate the Order . Shipping may make more sense if you sell physical goods. If you are a SAAS business, think of it as once the subscription is active

Renewal

• Depending on the configuration you can choose when to start renewal process. For example, 30 days prior to Order Expiration
• System will automatically create Renewal Opportunity and Line Items. Note: Only “Recurring” items will be copied to the Renewal Opportunity, any “One-Time” items will be skipped
• Depending on configuration, it will automatically create Renewal Quote for Renewal Opportunity
  Simply update Opportunity Stage once renewal is paid and the cycle continues

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