Transition to Buying Team

Last edited 301 days ago by Jimmy Hallsworth

Once the account has been transitioned to the Buying Team post completion of Onboarding, Buying Team starts regular customer cadence which governs requests intake and any other blockers that might arise. The general workflow of procurements are as follows:-

The SaaS Analysts create a

Renewal Calendar⁠

for the subsequent quarters at the end of the current quarter, sending it to internal and external stakeholders.

An expectation setting to the customer must be done whereby the customers need to raise a request on the platform based on the renewal calendar, at least 90 days prior to the renewal date.

Once a customer has raised a request, SaaS Analysts will do the qualification of such requests, and seek clarity if any through emails/calls with the customer, before transitioning the request to the buyer who will be working on it.

Buyers to ensure a

Buying Checklist⁠

is adhered to, which is aimed at cost optimization keeping in mind the new definitions of savings such as Cost Avoidance, Negotiated Savings and Contractual Savings.

Post Negotiation, the Buyer handling the procurement sends the

Savings Template⁠

for the customer to approve the final quote and the savings numbers of the procurement, preferably through an email.

Once the final quote and the savings have all been approved, SaaS Analysts/Buyers will upload the final signed copy onto the platform and close the loop on the request.

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