You can assign one or more of the predefined buying roles shown below to a persona when defining a buying group. Using buying roles for your personas helps ensure consistency across different buying groups.
To see the buying roles in Demandbase, from the left navigation bar, go to Settings > Buyer Profiles > Buying Roles.
Important: You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
The following predefined buying roles cannot be edited or deleted and you cannot create additional buying roles.
| Buying Role | Description |
|---|---|
| Approver | A person responsible for reviewing and authorizing purchasing decisions and transactions to ensure compliance, accuracy, and alignment with organizational guidelines. |
| Blocker | A person who can impede or halt the sales process. |
| Budget Holder | A person who controls the budget allocated for purchasing the product/service. |
| Champion | A person who is an enthusiastic supporter and advocates for your product/service within their organization. |
| Decision-Maker | A person who ultimately makes the final purchase decision. |
| End-User | A person who will be using your product/service. |
| Executive Sponsor | A person in the executive group who supports and influences the decision-making process. |
| Gatekeeper | A person who controls access to key stakeholders and decision-makers within the organization. |
| Influencer | A person who has the ability to sway other members of the buying committee |
| Initiator | A person who initiates the buying process within the organization. |
| Technical Expert | A person who provides technical expertise and guidance during the evaluation and implementation stages. |