Buying Roles are system-defined labels that describe the part a Persona plays in a purchase decision. When you define a Buying Group, you can assign one or more Buying Roles to each Persona. Because the same roles are available in every Buying Group, using them keeps your Personas consistent across groups.
Prerequisites to View Buying Roles
You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
View Buying Roles
From the left navigation bar, go to Settings > Buyer Profiles > Buying Roles.
System Buying Roles
Demandbase provides the following Buying Roles. You can’t edit or delete them, and you can’t create additional Buying Roles.
| Buying Role | Description |
|---|---|
| Approver | Person who reviews and authorizes purchasing decisions. |
| Blocker | Person who can impede or halt the sales process. |
| Budget Holder | Person who controls the budget for purchasing your product or service. |
| Champion | Person who actively supports and advocates for your product or service within the organization. |
| Decision-Maker | Person who makes the final purchase decision. |
| End-User | Person who uses your product or service. |
| Executive Sponsor | Senior executive who supports and influences the decision-making process. |
| Gatekeeper | Person who controls access to key stakeholders and decision-makers within the organization. |
| Influencer | Person who can sway other members of the buying committee. |
| Initiator | Person who starts the buying process within the organization. |
| Technical Expert | Person who provides technical expertise and guidance during evaluation and implementation. |