Multiple potential customers and other stakeholders in a Deal

Multiple potential customers and other stakeholders in a Deal

We have two related albeit distinct situations in our business. I'm looking to solve both. The first is critical, the second would be very good to have. Are these feasible in Zoho CRM as features or are there a clever ways to achieve these (that are not a dreadful hacks)? How could these be accomplished?

First situation (critical):

We sell industrial products for hotels and this involves multiple stakeholders:
- project/hotel owner (possible buyer)
- consultants (several different specialties, including quality assurance and engineering specialties)
- general contractors (possible buyer(s))
- implementation firms (possible buyer(s))

When we identify a deal, let us say Selling a water cleaning system to Hotel Beauty, we work with consultants in order to have our products and solutions prescribed. Later on general contractors (possibly more than one may contact us asking for price/bids or quotations, however only one will win the project). A little later, we get contacted by several implementation firms, all are competing to win the project, so only one will win.

It is clear each of these firms has a role in the opportunity, although it is unclear who will be buyer.

We can't make an opportunity for each or the deal amount will be skewed, this would also make things much harder to track and work with for sales reps and other team members.

Second situation (good to have):
Many times we have more than one solution/product line for the same site/project/opportunity. An example would be "water cleaning system" and "water management system". We might sell one and not the other. We have the same classes of contacts (namely: project/owner, consultants, general contractors and implementation firms), though they may be different between the offers.

This situation is clearly solved with two different opportunities. However, it would be very good to have a way to relate both opportunities so that one comes up we are aware of the other, a way to achieve this would be something like a parent opportunity.

Than you