Sales Process Questions

We sell our speaker clients into paid speaking engagements, so each person is technically a product; the meeting planners who will hire them are the prospects. Each speaker/product is sold many times to different prospects. I'd like to color code/code each speaker/product distinctly and then assign each speaker to a different agent who works for me (remotely). Every speaker is re-sold many times to different prospects, and on rare occasion, one prospect will concurrently buy several of our speakers. One product, many prospects. I can probably figure out how to configure that in Pipeline...

BUT

We also sell books to publishers on behalf of those speakers. Each future author's book is its own product, which can only be sold one time, obviously. The publishers who buy those books are our prospects, but each publisher buys numerous books from us over the course of their career. Different products, one prospect. Sometimes, we're selling 5-6 different books at the same time. MAYBE a few of the publisher/prospects will overlap in their consideration of two of our books in the same time period.

All of this gets pretty tangled up and frankly, sometimes balls drop. We need to stop this from happening. HOW would we set this up in Pipeline to make sure every prospect for X speaking client is organized and easily distinguished; and all the prospects for a specific book are kept in one group so that we know that publisher is, for instance, looking at 2 of... (More)