Ever wondered how Bizible decides which Contact records are eligible for Attribution credit for a given Opportunity?
There are 3 options:
More information can be found here.
All Bizible accounts are originally set to Account ID out of the box, but whether or not that is the best choice for your business might depend on a few factors.
The majority of Bizible users stick with Account ID since it is so inclusive and ensures that all Contacts tied to Account can be eligible for attribution credit. Moreover, the attribution is applied automatically because Bizible isn’t reliant on anything being set on the Opportunity like Contact Roles, for example. For Organizations that are not using Contact Roles, it is best to remain with the Account ID methodology. If Contact Roles aren’t being set consistently and you do choose to use the Contact Role method, you risk losing attribution on any opportunities where Contact Roles are not applied.
Now on the other hand, if your org does have a reliable strategy for assigning Contact Roles, it makes more sense to consider using Contact Role mapping instead of the Account ID methodology. However, remember that since the Contacts have to be set as Contact Roles in order for Bizible to look at them for Attribution credit — you still could miss out on people influencing that Opportunity as there could be more than just those who are marked as Contact Roles. Just something to think carefully about!
The main reason I see clients using Contact Roles is when they are selling into one company but maybe into several different Business Units. If there are completely different people involved in the different Opportunities for the different Business Units, you don’t want there to be overlap in terms of the Contacts and their Touchpoints across the different Opps. Quick example: If you are selling into an EMEA org and also an APAC org within the same company but both are separate in terms of the teams you are working with/product you’re selling/Opp amount/etc, you don’t want Touchpoints from EMEA Contacts to decorate the APAC Opportunity and vice versa. The solution here is to carefully use Contact Roles so that Bizible knows it can’t just look at all Contacts on the Account, only those you are deliberately setting as Contact Roles on each Opportunity.
Questions to consider:
Keep in mind that you can always change your attribution mapping method and Bizible will reprocess your data and allocate attribution accordingly! You don’t want to change this all the time of course because it can take a bit for Bizible to reprocess all the data. This is useful though if maybe you need to use the Account ID method before switching to Contact Roles because you need some time to properly train your Sales team first.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.