Automated Opportunity Contact Roles
Sercante Labs
By Sercante l TrilliadCampaign Management
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $5 per user per month
- Listed since
- 2020
About Automated Opportunity Contact Roles
Bridge the gap between marketing activities and sales opportunities.
For marketing teams who need to show their value in real dollars and need more options for targeting contacts throughout the sales cycle, Automated Opportunity Contact Roles (AOCR) is an app that bridges the gap between contacts and opportunities to unleash native Salesforce Campaign Influence reporting and greater segmentation ability in Pardot.
Unlike the Salesforce AI-based attribution system, AOCR allows the end user to decide which contacts are associated with opportunities and has no historical data requirement.
AOCR allows marketing teams to know where to spend their money and where money is being wasted by closing the loop on ROI reporting. Connecting contacts to opportunities enables marketing teams to show the impact their efforts have on bottom-line revenue.
In addition, the ability for sales and marketing to target prospects jointly throughout the entire sales cycle allows for greater message penetration and air cover for active accounts. This translates to bigger deals, faster-to-close deals, and more closed/won deals.
Guided configuration for AOCR via a setup wizard takes about 30 minutes and is done with clicks not code.
Highlights
- Configure your way: Apply your rules across all opportunities and accounts, or limit them to certain opportunity owners and/or types of contacts.
- Control the logic: Select top contacts to link to an opportunity based on Salesforce Last Activity Date, Salesforce Last Modified Date, or Pardot Last Activity Date.
- Set it and forget it: Once you configure everything in the setup wizard, let AOCR run in the background of your org.
Screenshots
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Pricing
Paid, from $5 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Automated Opportunity Contact Roles | $5 per user | Monthly |
| Automated Opportunity Contact Roles | $50 per user | Yearly |
Licenses required for each unique Opportunity Owner that will have Contact Role records automatically created.
The publisher offers discounts.
Compatibility
- Works with
- Marketing Cloud
- Pardot
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 30, 2020
- Industries
- Horizontal Product
- Languages
- English
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