Multi-project Accounts

edited April 2020 in Account Hierarchy 4 comments
Our customers purchase multiple licenses of our product for different projects. Each license needs to be tracked in a way similar to an account. Each license has its own renewals, contacts, and sometimes even executive sponsors.
This is currently tracked in Salesforce as different Opportunities, rather than multiple Accounts.
I would like a way to split an account into sub-accounts (tied possibly to a different Salesforce Object, such as an Opportunity). This would allow me to have separate pulse, contacts, SuccessCycles, success scores for each project/license, as well as one for the master Account. Ideally the pulses of the master account or the sub-accounts could impact the scores of the other.
7
7 votes

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