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A
Anonymous
February 27, 2014
Question

RCA

  • February 27, 2014
  • 1 reply
  • 948 views
Hello:

We currently do not use RCA, but I am wondering for those of you who do, is there a way to see what activities leads in an account have done that have assisted in closing a deal?  ANy help would be appreciated.  Right now I pull a report out of salesforce and manually look up activites by an account.

Thanks!
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1 reply

A
Anonymous
February 28, 2014
Hey Erin,

With RCA, there is the Opportunity Influence Analyzer where you can do just that. It all depends on what you set up as a Success in your Channel, but you can segregate people by their Contact Roles to see who did what when in the life of the Opp.
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