As part of fully implementing and executing on the Influencer & Accelerant strategy, aligned our Salesforce fields and data. The big picture is that we retired some old poorly used fields (including a yes/no “Influencer” field and an “Influencer Reason” field that had an outdated list of types/segments) and created 2 new specific-purpose fields called “Influencer Type” and “Accelerant Type” which are multipick fields. To the degree possible, we “backfilled” the “Influencer Type” field based on the fields we retired.
Key facts:
Account field called “Influencer Type” that defaults to “Unreviewed” and should be set to any/all of the “Segments” where the Company is an Influencer
Account field called “Accelerant Type” that defaults to “Unreviewed” and should be set to any/all of the “Segments” where the Company is an Accelerant
These fields are in the “Influencer Status” section on the Account page
Only designated team members can modify these fields (those who have the “Influencer Manager” permission set).
The value options are: Impact Leader, Inclusive Economy Leader, Large Private Company, Public Company, Rising Star, Unreviewed, None
Any values except for “Unreviewed” or “None” means the company is an Influencer (or Accelerant). We no longer have a redundant “yes/no” field for Influencer.
In the screenshot below, you can see in the “Influencer Status” section that this Account (Klean Kanteen) is an Influencer and their segment is “Impact Leader”.
