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Best Practices Guide: The Business Case for Using Salesforce Opportunity Contact Roles


Think about it: how often is only one person from the customer side involved in a B2B sale?

Almost never.

Even the smallest purchases usually require approval by someone else.

What about big deals? They can require an entire roster of stakeholders. Practitioners, influencers, technical experts, budget holders and decision makers.

That’s just for starters. For some deals, it can seem like the whole company has you under the microscope. Often it’s hard to know the role everyone is playing. Decision makers, for example, are notoriously hard to identify and pin down.

But recording the people involved and their perceived role in Salesforce has major benefits. What are they?

Download this guide to discover how using opportunity contact roles bring maximum visibility into your buying committee!


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