Maps by Product Type and Contact Roles

Product-Specific Roles

• Need: Assign product-specific roles within a single relationship map.

• Goal: Reflect Semperis's multi-product business model, where different people often make decisions for different products.

• Example: Label contacts as "Decision Maker: ADFR" and "Decision Maker: DSP."

• Solution: Add a product-specific label field to contacts and enable filtering/reporting on it.

• Maps by Product Type and Contact Roles: The final point addressed was the need to designate contacts as decision makers or champions for a specific product within the relationship map. Since there is currently a rule allowing only one relationship map per account, the team agreed that within that map, it would be useful to add an additional label to designate the contact's role (e.g., decision maker) for a specific product (e.g., ADFR or DSP) (00:24:17). This added label would then be used to build a report and enable filtering capabilities (00:25:09).