Does anyone have any ideas on how to identify contacts for different purposes? Has anyone used Relationships to help identify who should be getting NPS or to help Marketing know who they should be marketing to for which product etc.
Best answer by heather_hansen
@Todd.Dowell So, we have a field on the contact in SFDC that we pulled into the GS Company Person and Person object that the CSM selects the person’s role (i.e. persona) Examples of options: Technical Contact, Decision Maker, Influencer, etc.), and then, we added a checkbox to indicate that contact should receive the NPS survey. So, we query the role and that checkbox depending on what type of outreach we want to send.