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EdCode Solution Design: Selling to Groups of Consumers
Our Client sells Insurance Policies packages to Business Accounts but the real beneficiaries of those policies are the employees of such Business Account.
Our Client needs to manage data related to both:
- the Business Account (with which they negociate the Opportunity);
- the Person Accounts, i.e. the beneficiaries of each insurance policy (Employees of the Business Account).
I am considering using both, Salesforce Business Accounts AND Salesforce Person Accounts (Person Accounts would be the Children of Business Accounts).
Have you come accross a similar scenario where you are selling to a Group of Person Accounts and did you levarage Salesforce Person Account functionality?
Can you foresee issues in setting a MD or Lookup relationship from the Person Account to the Business Account?
Opportunities will be created as children of the Business Account.
Could you possibly raise the foreseeable risks of such hierarchical relationship between Parent Business Acc and children Person Accounts?
Thank you very much.
Our Client needs to manage data related to both:
- the Business Account (with which they negociate the Opportunity);
- the Person Accounts, i.e. the beneficiaries of each insurance policy (Employees of the Business Account).
I am considering using both, Salesforce Business Accounts AND Salesforce Person Accounts (Person Accounts would be the Children of Business Accounts).
Have you come accross a similar scenario where you are selling to a Group of Person Accounts and did you levarage Salesforce Person Account functionality?
Can you foresee issues in setting a MD or Lookup relationship from the Person Account to the Business Account?
Opportunities will be created as children of the Business Account.
Could you possibly raise the foreseeable risks of such hierarchical relationship between Parent Business Acc and children Person Accounts?
Thank you very much.