Scenario
If the opportunity contact at a prospect account is in the C-suite, send a note from a senior executive at your company to get a high-level conversation going to close the deal. To enable this play at scale, you’ll need to track opportunity contacts, their job levels, and job functions.
To run the play, pull a report of all open opportunities with a C-level point of contact. For bonus points, tailor the message from your executive based on the job function of the C-level executive.
Trigger
- Open opportunity where the main point of contact is C-level
Action
- Send an email from a senior executive at your company to a senior executive who is the point of contact at the opportunity