Product Overview
Opportunity Gatekeeper is powered by Full Circle Insights and 100% native on the Salesforce1 Platform. Define Contact or Account fields that automatically pre-populate to Opportunity fields when creating opportunities off Contact records. Standardize how your sales teams create opportunities and ensure all opportunities records are complete. Create opportunities off people and drive primary campaign association when campaign history is present. Get better Opportunity sourcing and attribution reports. Although a part of Response Management, Opportunity Gatekeeper is also available as a standalone product.
Bad Opportunity data wastes everyone’s time. Getting sales reps to fill in missing data fields or track down critical information after opportunities close is draining. Plus no one likes “directionally-correct” marketing reports. Get more accurate data in your campaign reports and ensure opportunities are automatically created with the correct Lead Source, Contact Roles and product field information.
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