149 - RM & analytics: Segment Account Contacts into custom divisions with in-app opp and quote rollup

Summary Define reusable Account-level segments or divisions (e.g. battery vs drone), associate Contacts with those buckets, then read pipeline, quotes, and funnel conversion KPIs segmented inside CRUSH rather than juggling parallel Salesforce-only report books.

Why Large Accounts often operate multiple franchises under one Salesforce Account; executives need rollup math aligned to internal segment lines, not improvised Opportunity fields alone.

User story As someone managing a diversified strategic Account, I want governed segment memberships on Contacts reflected in Relationship Map and analytics surfaces so pursuit metrics reconcile to how leadership splits the franchise.

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Upvoters
Status

Planned

Board

Backlog

Tags

maps

Date

About 2 months ago

Author

Nick Campion

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