Replace Deal Champion.

🤝 OPPORTUNITY TO CLOSEIntermediate

How often have you spent time and resources to build up a champion at an account, only for them to make a career move and leave? Losing your strongest connection doesn’t mean you have to lose the account. 

The Replace Champion Play is a great way to stay on top of accounts that might be at risk when your main point of contact leaves. It identifies up to 20 contacts at the account and drops them into a nurture campaign. This sets you up to reach out and quickly build a relationship with your next champion. 

Triggers

  • A tracked champion starts a new role at another company 

Actions

  • Identify up to 20 new contacts from the account
  • Send records to your CRM
  • Assign to Account Owner
  • Enroll them in a nurture campaign to develop a new champion
  • Assign the appropriate sales representative to reach out and build relationships

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