Automated Opportunity Contact Roles [Now on the AppExchange!]

Unlock Marketing ROI Reporting & Better Prospect Segmentation

You’ve heard about Connected Campaigns and Campaign Influence. Perhaps you’ve tried implementing them, or used our free Campaign Influence Starter Pack.

But if you’re finding that the reports are blank or incomplete because your reps don’t use Contact Roles, you’re not alone.

This missing data makes it challenging, if not impossible, to run effective Campaign ROI reports or to create dynamic lists of “Prospects with Opportunities” in Salesforce.

That’s where the Automated Opportunity Contact Roles app comes in.

Automated Opportunity Contact Roles fills the gaps between Campaigns and Opportunities by auto-associating your Contacts with Opportunities as Contact Roles using the criteria you set.

This crucial connection unlocks Salesforce ROI reporting and greater prospect segmentation capabilities. 

With Automated Opportunity Contact Roles, your team is able to show the impact your efforts are having 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 — which means bigger deals, increased pipeline velocity, and more marketing-influence sales.