Configure Contact Roles on Salesforce to Unlock Immediate Efficiency Gains

Let’s begin by simply defining what is an opportunity contact role (OCR). An OCR is a standard object on Salesforce within the Opportunity object that links Contacts to Opportunities, specifying the Contact’s role in that Opportunity. Having great OCR hygiene means sales leadership teams gain better visibility into the buying committee for each opportunity. Better…

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“I instantly had that list of 3,500 people that we didn’t know about. And I was like, What you just gave me… as part of the pilot is more valuable than the $50,000 list we just bought from ZoomInfo.”
Jordan Zornes
Director Sales Enablement, Observe.ai