We just subscribed to CRM and Creator, installing Sales Management 8.0 on the creator side. I'll talk in theory first, then I'll itemize at the end what I think we need. 

We really need some consulting or direction on how best to use the system to our needs. We want our 4 sales reps to be able to go out with a price book of products with 5 price levels. 

We are not sure if it's best to create 5 pricing levels when you enter each product? Or is it best to do multiple retail prices through price books. I found price books to be quantity discounts only out of the box, is there a way to simply set price books up as Percentage markup levels over the cost field? 

If pricing is A-E levels with A being cheapest and E being highest price, we want the ability to sell 9 items at E, but we may have a loss leader at A pricing level on an invoice to get in the door with low margins. Price books may not allow this. But we have contract pricing for a small amount of customers, so price books may work there? 

We simply want better pricing to customer options, and that may be multiple changes to the pricing system in Zoho? 

1.  We need a better pricing setup in the system. We need multiple prices for the sales guys to be able to choose from when creating a quote or sales order of a product. 
   
   
   
2. We need two levels to "account owner" in accounts. I imported 600 accounts and I'm owner on each. I'd love to have a "Commission Owner" field on each account where I could enter the sales agent related to the account, and the commission multiplication be tied to that field instead of the current account owners. 
   
   
   
3. If Sales Management in creator is what you suggest we stick with, of course we need the script that points it over the the master CRM entered.
   
   
   
4. After consultation and agreement to modifications, we'd like to do a 1 hour webex that walks us through the proper ways to take advantage of the system once completed.