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 Andy Smith-Jones

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!