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Automated Opportunity Contact Roles | Sercante Labs

By Sercante l Trilliad

Bridge the gap between marketing activities and sales opportunities.

No Ratings
$5   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Marketing
Sales Intelligence
Campaign Management
Requires
Sales Cloud
Compatible With
Marketing Cloud Engagement
Marketing 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Marketing Cloud Engagement
Marketing Cloud Account Engagement
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Auto Oppty Contact Roles/1.3.0 1.3.0
Listed On
01/31/2020
Latest Release
09/03/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/30/2020

Additional Details

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.

Need help?

Sercante l Trilliad

Atlanta, GA

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