So to clarify-
We have an account that's an Investment Firm - could be a prospect currently. We are trying to sell 4 products to them:
Essentially, all 4 of these are different reps (from SDRs to AEs to CSMs), different close dates, different billing cycles, different churn dates if churned. Rather than having 4 different accounts for these, we want to build towards a future where we have all of these on one account but we’re easily able to identify data based on which product(s) are sold to the account. Then, if we sold only Fund Admin to them, we’d want to still identify that they're a “prospect” when it comes to Cap table, for example. I'm just curious of how companies with multi products and multi sales teams set up their account instance.
Does that make more sense?? It’s pretty complex and I'm still trying to wrap my head around it 😅
