How can I expand Autocapture to other roles and teams?

  • 15 February 2023
  • 0 replies
  • 139 views

Userlevel 4
Badge +1

This is a question that comes up frequently and an area where autocapture has the functionality to add additional value. The out of the box default Autocapture configuration is configured to log activity (Emails and Meetings) and create contacts for the users assigned to the “Account Owner” field in SFDC; this typically would be the Sales Rep. To expand beyond just the Accout Owner, Autocapture offers additional functionality enabling different user types/roles to utilize I’ve outlined these Alternative Ownership options below: 

 

Non-Ownership Mode

  • Non-Ownership Mode allows customers to write back activity that takes place with accounts even when the Account owner is not present on the activity. 

  • Non-Ownership Mode allows customers to track activity with different personas interacting with your customer/prospect accounts even when the account owner is not on the meeting invite or email thread. 

  • This option is particularly valuable when users are not assigned to accounts or opportunities using a field. 

 

Custom Ownership Mode

  • This feature expands Autocapture to look at additional SFDC owner fields when running the matching logic (e.g. look at a custom SFDC ownership field when performing AC matching).

  • This option is valuable when looking to expand Autocapture to additional roles/users, and those roles/users are assigned to Accounts and Opportunities using an SFDC field (e.g. customer success managers). 

  • Custom Owners can be configured for Account and Opportunity matching.

 

Teams

  • This feature will allow Autocapture to write back contacts/activity for anyone on the assigned team in SFDC that is communicating with the client (e.g. SEs). 

  • SFDC Teams will need to be setup within Salesforce for the functionality to work. All members of the Teams will need to have their emails connected and activity sharing on. 

  • Autocapture supports both Account and Opporutnity Teams.

 

If you're interested in exploring any of these alternative ownership modes, please reach to your CSM.


0 replies

Be the first to reply!

Reply