Second Revenue Model

Question

Hi!We are in the process of implementing a second life cycle/Revenue Model in the application to support two very different aspects of our business.  We already have a complex, upsell model running, but we would like to track our efforts to recruit Partner accounts for various offerings separately as it is not related to our main path of success.  Does anyone have resources or links to resources we can use to best model this second path?  How can I be sure that I am sending any net-new leads into the second model as I identify them as Partner leads versus product leads?I contacted Support and they suggested that I start a thread out here for tips.Thanks,Maria

Justin_Norris1 · Answer

I haven't seen a lot out there about implementing a second revenue model in the same instance. This post by Jeff Coveney kind of hints at it, although this is more for creating a model for upsell/cross-sell vs. a completely different line of business that would run simultaneously as a second model.

I haven't done it but if I was to tackle creating a parallel model, I think you would need

some kind of master field that identifies which type of lead it is (partner vs. product)
a second lifecycle stage field that maps to the funnel of your second revenue model
in your revenue stages for each model, add a filter to say type = partner or type = product
map the revenue stages for each model to its relevant lifecycle stage field

Come back and share how it's working if you do implement this! I'd be curious to see.

Justin Norris | Perkuto

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