When your SaaS product and your CRM don't agree, everything breaks

A 12-page framework for structuring Accounts when your product has tenants, instances, or hierarchies your CRM wasn't built for.

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.