Unlock your Buying groups and win more deals with lesser pipeline cover.
Fix your Data before jumping on AI | Co-founder & CEO at Nektar.ai | Data Leakage Today is Revenue Leakage Tomorrow! Follow me to learn how to run a data-driven efficient GTM engine.
🔍 Why is understanding Buying Groups the key to success in complex B2B sales? Forrester reports that the average B2B buying decision now involves 11-20 stakeholders. Gartner echoes this, noting that companies with a strong buying group GTM motion outperform those without by 2.2X in revenue growth. The challenge? 💡 Traditional CRM setups like Salesforce are not designed to handle this complexity. Most revenue teams rely on Opportunity Contact Roles (OCRs) to track these relationships, but the reality is that OCRs are often neglected, resulting in massive visibility gaps. This was the exact challenge our customer LeanData faced. As a company that sells to sophisticated Revenue Operations teams, LeanData needed to track every critical persona in their buyers’ journey, understand who influenced the deal, and optimize engagement accordingly. ✨ Enter Nektar ✨ Partnering with the amazing team at LeanData, Nektar.ai transformed their CRM into a buying group intelligence system: ✅ Identified key personas from sales and CS conversations ✅ Captured engagement signals from Gmail and Google Calendars ✅ Mapped these contacts to the right roles in Salesforce using customized Opportunity Contact Role (OCR) triggers Instead of overwhelming LeanData’s CRM with irrelevant names, Nektar configured OCR creation based on: 🔹 Engagement level (How often is this contact interacting?) 🔹 Influence signals (Job titles, seniority) 🔹 Number of interactions in meetings/emails We even went back in time and backfilled all the relevant relationships, OCRs, and activities that help them now understand the true extent of their buying group motion. With a comprehensive view of who truly matters in each deal, LeanData’s team can now: 🔗 Identify Buying Groups early 🔄 Create targeted role-based workflows 🔝 Drive more personalized engagements for each persona involved. 📈 The results? A complete and consistent view of LeanData’s buying groups—unlocking visibility and control over the entire deal cycle. As Evan Liang, CEO of LeanData, puts it: “Nektar is bringing in so much innovation in identifying Buying Groups from customer engagements. We’re excited to partner with them.” In a world where buying groups are the new reality, relying on outdated CRM models just won’t cut it. 🚫 Nektar helps companies like LeanData capture every key persona and understand which signals lead to success—so they can run the right plays every time. 💡 Is your CRM ready for the Buying Group revolution? If not, and you would like to learn more check the link in the comments or DM me. #GTM #sales #revenueoperations #buyinggroups #CRM #demandgeneration