Showing the Zoho subscription of the parent account on the children account in CRM
Hello Zoho community!
We are a B2B SaaS company and through time gather a decent amount of clients. These clients are all documented within Zoho CRM and we use the CRM-Subscription marketplace integration to know which clients are subscribed to what. So far, everything works like a charm.
Now this is where things get spicy : Some of these are part of larger corporations, which can be mapped appropriately in Zoho CRM with the "Parent account" field. What's happening though is that documenting the subscription on the parent account doesn't make it so that each children account displays the parent's subscription under which they are covered... To make things even spicier, within a given corporate account, not all child accounts are covered by the subscription.
This leads to this typical situation : Account manager is gathering info on the client they are about to reach. They check the account under the CRM (the individual facility) and they see they don't have a subscription. They reach out, give them the speech and then the client tells them they already own whatever they are presenting.
Have some of you encountered that kind of problem? Is there a feature I am unaware of that could eliminate some of these pains or are we doomed to find some sleezy tricks like creating 0$ subs to indicate that they are clients or using plain old text in the description to list which accounts are associated to a given sub?
Let me know your thoughts on the matter!
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