Follow the Money
Two Ways to Follow the Money
Resolve issues directly on the Opportunity Page or by using the Task List Screen.
๐ฏ
Opportunity Score Widget
Gauge your vital signs on the Opportunity and click to resolve.
Show Me HowAdd Contacts via the Opportunity Score Widget
Steps
- Go to the Opportunity Record, and then to the Opportunity Score Widget.
- Click on "Add Contact" and navigate the Pop-up Screens that allow you to search for a Contact to assign to the Opportunity.
- Indicate if the Contact is a Primary Contact, and their Contact Role (Decision Maker, Sponsor, Influencer).
- Press Save, and repeat if there are additional Contacts that should be associated with the Opportunity.
Enrich your Buying Group via the Task Cue Widget
Steps
- Go to Tasks and then to the Kudoz - Open Task List.
- Click on a Task with "Add Contact."
- Click on "Add Contact" and navigate the Pop-up Screens to associate a Contact to the Opportunity with its respective Contact Role.
- Press Save, and repeat if there are additional Contacts that should be associated with the Opportunity."
What's happening behind the scenes?
Kudoz applies transparent and methodical logic to resolve credit.
Add Contact(s) to an Opportunity
Click on Add Contact on the Opportunity Score or Task Cue Widget.
Opportunity Score Widget
Task Cue Widget
Logic Explained
Kudoz uses the native Salesforce "Add a Contact Role" Screen to display and choose from eligible Contact(s) associated with the Opportunity.
Transparency
Diagnostic
Detects whether there is at least 1 Contact associated with the Opportunity via the "Opportunity Contact Role" relationship object.
Suggestion Logic
If you are unfamiliar with the Contact Name, type in the Account Name in the Search box to display the Account's contacts.
Importance
Ensures every Opportunity has a Contact. Prioritize Sales & Marketing initiatives to the Contacts in the Buying Group.
Know the Buying Group
Designate Primary Contact
Click on Add Primary Contact on the Opportunity Score or Task Cue Widget.
Opportunity Score Widget
Task Cue Widget
Logic Explained
We use the native Salesforce interface to designate a Primary Contact with an Opportunity.
Transparency
Diagnostic
Detects whether there is a Primary Contact associated with the Opportunity via the "Opportunity Contact Role" relationship object.
Suggestion Logic
Kudoz uses the native "Edit a Contact Role" Screen to display Contact(s) that you could select as the Primary Contact of the Opportunity.
Importance
Ensure every Opportunity has a Primary Contact.
Grow Your Relationship with the Point Person
Identify the Decision Maker(s)
Click on Add Decision Maker(s) on the Opportunity Score or Task Cue Widget.
Opportunity Score Widget
Task Cue Widget
Logic Explained
Kudoz uses the native "Edit a Contact Role" Screen to display Contact(s) that you could identify as Decision Maker(s).
Transparency
Diagnostic
Checks if there is existing mapping available for the Opportunity Contact Role as a "Decision Maker," which was part of the "Opportunity Contact Role Category" Mapping Setup Configuration.
Suggestion Logic
If there is a new Opportunity Contact Role value created in the future, the Kudoz In-App Resolution Screen will help you associate the new Opportunity Contact Role value to a Category.
Importance
Ensure that every Opportunity has a Decision Maker. Marketers can now focus on increasing conversions from Decision Makers with personalized tactics.
Follow the Money
