As a salesperson – I want to view a prospect account (ex Company X) and want to know all of the partners related to my prospect (Accenture, Deloitte, etc) and some context related to those partnerships (Are they a Current customer, type of products, etc) in order to jointly drive value for our mutual prospects/customers.
We have strong strategic partners – they generally provide targeted lists of customer accounts to fuel the joint account motion. We have meetings and work to identify the Icertis salespeople and partner folks to jointly go to market.
This isn’t very scalable or actionable.
Challenges-
Matching to our account list (unique keys -DUNS number;
Accenture global vs Accenture UK
Segmenting based on unique/joint attributes (partner type of customer – icertis type of prospect)
Activating joint motion between icertis and partner (did you call them yet? Who does what next?)
Possible solution -
Custom Object - (Partner Accounts - modeled after account object)
Junction object from Custom Partner Accounts to Accounts Object - include date; products, other attributes.
Anybody done this before? any appexchange or solutions that meet this need?
