Automated Opportunity Contact Roles | Sercante Labs

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.