# Technology & IT Resellers > CRM for IT resellers, software companies, telecoms providers and technology suppliers - pipeline, renewals, recurring revenue and long B2B sales cycles. **URL:** https://cubecrm.co.uk/industries/technology-it Recurring revenue lives or dies on renewals. The CRM should never let one slip. Technology sales combine long B2B cycles, multiple stakeholders and a large and growing base of renewals: licences, support contracts, connectivity and subscriptions, each with its own term and date. Miss a renewal and the customer re-tenders; forget a stakeholder and the deal stalls. CubeCRM holds each customer with its sites, contacts by role, contracts and renewal dates, tracks new business and renewals in separate pipelines, and forecasts one-off and recurring revenue separately - so the business can see both what it is winning and what it is at risk of losing. ## Figures - **90 days** Of notice before a renewal is due - **Split** One-off and recurring revenue - **By role** Technical and commercial buyers ## Common problems in this sector - **Renewals tracked in spreadsheets:** Licence and contract end dates live in a spreadsheet or the distributor’s portal. Renewals are noticed late, and the customer has already started looking elsewhere. - **One-off and recurring mixed together:** A large hardware sale and a small monthly contract are counted the same way, so the forecast says nothing useful about recurring revenue. - **Technical and commercial buyers:** The IT manager wants the product and the finance director signs the order. Deals stall because only one of them has been properly engaged. - **Vendor and distributor quotes:** Quotes depend on distributor pricing and vendor promotions that change, and are rebuilt by hand each time. - **Support issues unseen by sales:** Account managers walk into renewal meetings unaware of open support problems. ## What CubeCRM does about it - **Contracts and renewal dates:** Every licence, contract and subscription recorded against the customer with its term, value and renewal date, and reminders months ahead. - **Separate renewal pipeline:** Renewals flow into their own pipeline automatically, so they are worked as deliberately as new business. - **Recurring revenue forecast:** One-off and monthly recurring values held separately on each deal and reported separately in the forecast. - **Stakeholders by role:** Technical, commercial and financial contacts recorded on each deal, with gaps in engagement highlighted. - **Price lists you can update:** Product and service price lists imported and updated on a schedule, with customer-specific pricing applied to quotes. - **Support in view:** Service cases logged against the customer, visible to the account manager before any renewal conversation. ## Use cases ### Renewals found too late **Scenario:** An IT reseller tracked several hundred licence and support renewals in a spreadsheet. Several each quarter were noticed within a fortnight of expiry, and some customers moved to another supplier. **Outcome:** Renewals are now contracts on the customer record, feeding a renewal pipeline ninety days ahead. Late renewals became rare and the renewal rate improved. ### A forecast that hid the trend **Scenario:** A telecoms provider’s forecast mixed one-off installation revenue with monthly contracts. A strong quarter of installations masked a flat recurring line. **Outcome:** Deals now carry one-off and recurring values separately. The recurring trend became visible, and the sales plan shifted towards monthly contracts. ## Getting started 1. **Discovery:** A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring. 2. **Setup:** Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it. 3. **Data import:** Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over. 4. **Training & rollout:** Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters. 5. **Ongoing support:** UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence. ## Frequently asked questions **We are a managed service provider. Is CubeCRM right for us?** For sales and renewals, CubeCRM works well. If you also need ticketing, service tracking and client reviews built for MSPs, Cube Systems also publishes CubeMSP, which is designed specifically for that. **Can we import distributor price lists?** Yes. Price lists can be imported from spreadsheets or CSV files, and updated on a schedule where the distributor provides a regular file. **Can we track contracts with different terms?** Yes. Each contract has its own start date, term, value and renewal rule, and a customer can hold as many as it needs. **Does it integrate with our PSA or billing platform?** Through the REST API and webhooks, yes. Customers, contracts and won deals can be kept in step with most platforms that have an API. ## Relevant solution pages - **B2B CRM Software** - A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them. https://cubecrm.co.uk/software/b2b-crm-software - **Account Management Software** - Plan, grow and protect your most valuable customers - with account plans, contact coverage, renewals and every conversation on the same record. https://cubecrm.co.uk/software/account-management-software - **Sales Forecasting Software** - A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before. https://cubecrm.co.uk/software/sales-forecasting-software - **Customer Service Software** - Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop. https://cubecrm.co.uk/software/customer-service-software ## Related industries - **Professional Services** - CRM for consultancies, accountancy practices, surveyors, architects and other firms that win work through relationships, referrals and proposals. https://cubecrm.co.uk/industries/professional-services - **Marketing & Creative Agencies** - CRM for marketing, design, digital and PR agencies - new business, proposals, retainers and client relationships in one place. https://cubecrm.co.uk/industries/agencies-marketing - **Wholesale & Distribution** - CRM for wholesalers, distributors and trade suppliers - account management, call cycles, reorder patterns and trade pricing across a large customer base. https://cubecrm.co.uk/industries/wholesale-distribution ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)