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!

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Ludovic Tremblay
Richard

Sticky Posts
Introducing Invoice Consolidation for Offline Subscriptions
Hello Folks, Glad to announce the feature of Invoice Consolidation for Offline Subscriptions. If you are having multiple subscriptions for your customers, now, you can send a single consolidated invoice for all the Offline Subscriptions that are getting renewed on the same date. Advantage? Customers will be receiving single invoice instead of multiple invoices upon renewal. Also reduces your efforts in follow-up with your customers for payment collections. For Example: If Customer has Subscription
New feature: Create back-dated subscriptions
Hello from the Zoho Subscriptions team. :) We’re happy to announce that today marks the launch of a much-awaited feature: creating back-dated subscriptions! From here on out, whenever you create a new subscription with an activation date that is earlier than the present date, you’ll no longer get an error. Instead, you'll be creating a back-dated subscription. This means that the subscription started at that earlier point in time. The next billing date will be calculated automatically based on
Announcement Regarding Notification Emails
Hello Everyone! This announcement is regarding the admin notification emails which you've been receiving from the email address "support@zohosubscriptions.com". From the 1st of October, 06:00 GMT, the emails with the following subjects will be sent from "no-reply@zohosubscriptions.com". Unable to send invoice for the profile - {profile_name} Unable to process auto payments. If you have set up any filters or workflow in your email account, please add "no-reply@zohosubscriptions.com” and “support@zohosubscriptions.com”
Zoho Subscriptions plugin for WordPress
Zoho Subscriptions plugin for WordPress allows you to easily embed your plan specific checkout page in an iframe with just a few mouse clicks and without a single line of code. How can WordPress Zoho Subscriptions Plugin boost your productivity? It's now easier to embed Zoho Subscriptions checkout page in your WordPress site. Forget the old method of logging in to Zoho Subscriptions, copying a URL and scripting to make adjustments. All this can be done automatically through this plugin. A great time
Indian GST organisation Migration Guide
With respect to the new GST regime releasing on July 1, 2017in India, Zoho Subscriptions Indian edition is also gearing up to make your business GST Ready. This article focuses on how to get your existing organisation in Zoho Subscriptions to migrate to the new GST regime. Note: Any organisation created on or after July 1, 2017 will already be GST ready. You wouldn't have to migrate your organisation. Migrating your existing organisation to support GST To migrate your existing organisation to