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Automated Opportunity Contact Roles | Sercante Labs
Bridge the gap between marketing activities and sales opportunities.
- Industries
- Horizontal Product
- Business Need
- MarketingSales IntelligenceCampaign Management
- Requires
- Sales Cloud
- Compatible With
- Marketing Cloud EngagementMarketing Cloud Account Engagement
Marketers want to know which campaigns drive revenue. But, accurate campaign influence & attribution reporting depends on contact roles being linked to opportunities. Not all sales teams track this information diligently. That's where this app comes in.
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.
Provider Details
Sercante l Trilliad
Atlanta, GA
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%Diverse-Owned BusinessThis company is at least 51% owned or operated by members of one or more of these groups: women, veterans, minorities, person(s) with disability(ies), and the LGTBQ community. To learn more, review the certification provided by the company.
- Pledge 1%Diverse-Owned Business
Founded
2017
Website
We partner with marketing, sales, and customer success teams to turn the Salesforce platform into a powerful growth engine. Combining data, AI, and human ingenuity, we design clear strategic roadmaps and secure, scalable solutions that eliminate friction, accelerate go-to-market, and create competitive advantage.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Licenses required for each unique Opportunity Owner that will have Contact Role records automatically created.
Plan 1
$5 USD/user/month
Plan 2
$50 USD/user/year