Alert managers when a contact is changed in a relationship map.

Alerting on Decision-Maker Changes

• Need: Alert managers when a Decision Maker is changed in a relationship map.

• Goal: Proactively manage risk, especially for large accounts with upcoming renewals.

• Solution: Log the change as a Salesforce activity or create a dedicated report. An email alert is a less preferred option.

Alerting to Decision Maker Changes in Tier Zero Accounts: A key risk management objective is flagging when the decision maker or economic buyer has changed in a Tier 0 account map (00:14:47). Mark Beebe explained that a change in the decision-making contact alerts management to the need to build a relationship with the new person, especially if a renewal is approaching (00:15:38). Nick Campion clarified that the desired outcome is for a manager to be notified when an employee changes the decision maker internally within the relationship map (00:21:44).

Mechanism for Alerting to Decision Maker Changes: The preferred mechanism for alerting managers to a change in the decision-making contact is through a Salesforce report, which would allow them to see which accounts had this event occur, rather than relying on an email alert that might become noise (00:22:45). Madhava Kotte proposed creating a task or activity to keep track of the change event (00:21:44). Mark Beebe reiterated the value of the report, particularly when related to large accounts and renewal dates (00:23:34).