Our organization sells large equipment that goes from a half million to 1.5 Million and up; the sales cycles over a year long. There is a plethora of documents/pictures/PDF's etc. that go with the job from start to finish. Currently we have a very dysfunctional way to find all of that information if you are a sales rep in order to present a pitch to a similar project. We are considering creating accounts with a type "Project Equipment" and calling them "BCT (Our company Acronym) - xxx (equipment name)" and storing all the pertinent information in the Notes and attachments for the "company"...this way the sales rep would have an easy way to find the equipment and see all the information that would help him sell the next project that is similar.
Does anyone have any Pro's/Con's...other ideas? I looked at other apps; but all more $$ and way more than we need.