Automate Opportunity Contact Management with out-of-the-box Salesforce app

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Managing Buying Groups in Salesforce

 
Standard Process
 
Automated Process

Adding Contact Roles on Opportunities

Manual and time-consuming

Quick and auto association of right contact roles

Opportunity Closed Won Conversion

Low due to missing contacts on Opportunity

High conversions with complete buying group

Tracking impact of Marketing Campaigns

Limited due to missing Opportunity Campaign associations

Accurate with right Campaigns associated with influenced Opportunities

Sales Productivity

Reduced due to time spent on manually finding right contact roles

Improved with auto-associated contact roles at Opportunity creation

Renewals & Upsells

Diminished due to limited visibility to Customer Success

Enhanced with accurate renewal & upsell targeting to buying group members

How buying group automation helps?

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Sales

2x Closed Won Opportunities

  • No more Opportunities without Contact Roles
  • Increased productivity for Sales Reps
  • Complete buying groups for faster progression and increased close won Opportunities

Marketing

120%+ higher Marketing ROI

  • Improved tracking of marketing touch points
  • Accurate reporting of marketing impact on pipeline and revenue
  • Enhanced Segmentation and targeting based on buying group roles

Success

20%+ improved Account Health Score

  • Enhanced product / service on-boarding and adoption
  • Increased conversion for upsell, cross-sell, and renewal opportunities
  • Effective stakeholder management for better account health
Key features

A native Salesforce solution for your revenue organization to drive bottom line impact, instantly!

Native, fully customizable Salesforce application with no licensing / subscriptions costs, and 3rd data party integration.

Custom association rules to select records based on Campaign Engagement, Activity, Ownership, or Territory.

Select auto-association rules based on Opportunity Stages or Opportunity Types

Automated association of the correct Contact Roles for your Salesforce Opportunities.

Automate Opportunity Contact Roles based on Department/ Job Title for eligible contacts.

Custom notifications for your sales team when new engagements for an Opportunity buying group

How it works

Step 1

Select Association Mode

Select fully-automated or recommended Opportunity Contact Association mode.

Step 2

Configure Association Rules

Define Contact and Lead association rules based on Campaign Engagement or Activities.

Step 3

Set Contact Role Mapping

Define rules for automated selection of Opportunity Contact Roles based on contact attributes.

Step 4

Filter Opportunities

Select Opportunity Stage / Opportunity Type rules for automated association.

Step 5

In-platform Notifications

Select notification settings for sales for Account / Contact / Opportunity owners.

See it in action. Book a demo.

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