How Salesforce and other leading SaaS businesses structure Accounts in CRM

Access a 12-page overview of a B2B SaaS company launching a new digital onboarding experience for customers orchestrated with a new CRM.

This company confronted a challenge to clearly reflect activity and information from their SaaS product back to their CRM . Should they create an Account for every instance of SaaS product? How would they assemble a useful hierarchy of Accounts? Would this resolve the conflicting metrics from different teams? Will the modified workflows and structures accelerate positive customer outcomes?

Kumonami used modern practices evolved over a dozen years of leading operations and delivery on Salesforce’s internal implementation of Salesforce (Org62).

After this limited engagement, the company has a product <-> CRM architecture and orchestration proven to scale growth and exceeded their project objectives.