Why Sales Needs To Use Contact Roles | Community
Skip to main content
Amanda_Thomas6
Amanda_Thomas6
Level 8
May 19, 2016
Question

Why Sales Needs To Use Contact Roles

  • May 19, 2016
  • 13 replies
  • 10541 views

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!

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    13 replies

    Show previous replies
    A
    Anonymous
    July 11, 2016

    Thank you so much!

    This is marvelous. Love your humor and your insight.

    Best regards,

    Lynn Ray

      Amanda_Thomas6
      Amanda_Thomas6Author
      Level 8
      July 12, 2016

      Aw. Thank you!

      A
      Anonymous
      July 12, 2016

      Thanks amanda, very nice!

        A
        Anonymous
        July 26, 2016

        Just getting started with Marketo and this is PERFECT for me to help communicate to our sales people why they need to add the Contact Roles. And as a bonus, the slides are very funny as well. I always like to use humor to talk people into doing something they may not want to do.

          Terms & ConditionsAccessibility statement

          Loading footer...