Hi - we are trying to make a decision whether to use business modeler or not and are looking for other companies like ours that can offer some advice. Our company has a single product. Our SFDC implementation includes both parent and child accounts, but CSMs are most closely centered on product instances / contracts. On any account, a customer may have multiple product instances/environments with multiple CPQ contracts, which have different stakeholders, may have different buyers, etc. The majority of our customers (90-95%) have a single instance/contract per account, but for a lot of our largest global, high ARR customers, they have different teams/regions/child companies using different instances and contracts that we treat largely separately although it’s important to consider them together as well. Although we try to maintain a strict 1:1 relationships between Contracts and Instances, there are a few cases where folks have sold multiple instances under one contract (which makes tying seats purchased : seats used challenging).
Our question is - how should we think through deciding whether to implement business modeler with all its overhead and complexity vs. just doing a flat implementation looking at the instances as separate customers. If we go with Business Modeler, is it going to be more difficult for our end users to manage the 90-95% of accounts that are just 1:1? If we don’t go with Business Modeler, is there any other way to get insight into the larger accounts as a whole? What other questions should we consider?
Thanks for your input!