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.
Solved
Person/Contact Identification and Management
Best answer by heather_hansen
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+14+1I was just looking for help from the community, maybe I posted in the wrong spot?
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We use relationships, and we implemented Person. We have rules running every hour that pulls any contacts that have a corresponding Persona and designates their relationship based on the product they have been associated with.
Since our source of truth is SFDC, we taught marketing of the persona and product and they are able to pull these contacts via Marketo.
We are working on creating a custom field in the person relationship table where we plan on storing the customers NPS score so CSMs have a full 360 view of their key contacts and corresponding score.
AF
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