Why Sales Needs To Use Contact Roles

[Amanda_Thomas6]

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!

[Anonymous]

Thank you! This is one of my struggles right now and had an internal webinar with Sales about it. Still fight each step of the way to get this on their to do lists when working a lead!!