Amanda Thomas

Why Sales Needs To Use Contact Roles

Discussion created by Amanda Thomas Champion on May 18, 2016
Latest reply on Jul 26, 2016 by 2e8be946303052da209a32d6ce6143f0e449cdcd

Hi All!


After getting new and exciting report ideas from Marketo Summit, I ran back into a little issue that comes up for almost every marketing team. I needed more information in salesforce in order to make these new reports mean something! One of those salesforce things I needed was contact roles. I have stressed the importance of this information to sales, but it didn't stick for long. So, I created this slide deck, attached, and shared on a call. This can be used for stressing a specific field, or just to stress the importance of filling out all fields with care in salesforce. Obviously, I'm preaching to the choir on this outlet, but I thought maybe some of you are going through the same thing and could use these high level slides to remind sales to use contact roles. Enjoy!