#general
General Discussions & Topics
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Client gifts?
Hi everyone! We are hosting our annual user conference coming up and we typically gift our keynote speakers something. I want to do something a little extra special this year. Has anyone seen really cool client gifts that can be hand delivered to them at a conference?
Hot off the press! Yesterday, Forrester had their 2026 B2B Marketing Predictions Webinar.
This jumped out at me.
When asked how demand leaders are going to adjust the way they prioritize customer marketing?, the analysts said.
"For large deals, we already know that one of the top reasons for selection is the quality of customer references and success stories. Customer reference success stories are becoming bigger and bigger in these large purchases. We expect that to come into the smaller purchases as well.
I think that buyer confidence is going to come through seeing how other customers are experiencing the value and getting the value from the product itself.
They can really recognize that the customer stories and case studies make fantastic proof points and are needed throughout the entire buying journey.
And these are also ways of really getting credibility out there in a world where there's a lot of discovery happening through AI powered search."
Is anyone going to this? Any thoughts if you have attended in the past?
@Wynn Tanner check this out
TY <@U0A1ZDNTKRN> What an awesome post.
@channel Today is our Re-view with Zealot (now User Evidence Advocacy) - I hope to see you there, 2PM EST.
Folks, good evening, I hope you are all well.
I wanted to sense check something with you. I have recently been involved in supporting a community in both the strategic sense and operational. They have a very active, professional whatsapp community and facebook community which gets 100s of messages a day and week - they are looking to harness some of that insight to help create content but also for the community to drive product advocacy. Do any of you great folk have experience of building something that would be able to bring all that insight together and signal and filter key repeating messages. I have some thoughts, but thought I would reach out to the hive before I put pen to paper - any insights would be appreciated!
I had trouble joining today, my system has been acting a little weird, I'm looking forward to watching the recording.
Hi Mary,
Today's call (in 31 minutes) is with Deeto - they are showing us their newest updates. I hope you can join us. @channel
Has anyone built a customer advocate directory in Notion or Google Drive that are synced well to your CRM/other tools? I want to enrich with details like emails, location, health score, partnership tier, etc without manual updates.
Would love to see what yours looks like if you have a good system 🙏
Last week (Tuesday) we had our 2nd AI Study Group and <@U09AD7UAFJ8> shared her adventures in pulling in content to Notebook LM to make a customer library of content.
She also shared two profiles on LinkedIn she likes to follow for AI: [04:30]( (for seniors) and .
Next week (we meet every two weeks), I'll share what I'm doing in AI.
Finally, here's a video on AI I watched this past week,
I liked this part: [<] Technique #2: Impress Your Boss with AI Reports Learn to turn complex data (like SEC filings) into stunning, professional reports, interactive websites, and infographics in minutes using Perplexity and Google Gemini's Canvas feature. No design or coding skills needed.
Next meeting invite coming soon.
We are live
We have an open discussion today at 2PM EST, are you coming? Bring your insights and questions for help! @channel
Have any of you built a community as part of your customer marketing role? If so, do you have a top piece of advice that you'd give to anyone starting from scratch?
To me the big question is the support of the SFDC team. Not only will they need to build the first iteration, make tweaks and they will be asked to update and enhance.. Over time, there will even be a product road map. If the SFDC team is not in 100% would head for the hills.
Hey folks — I'm curious how you've approached customer advocacy: buying a tool vs. building in Salesforce.
Context:
We have a lot of engaged advocates, but tracking is pretty fragmented (Sheets/Notion/Slack/CSM memory). I'm trying to get to a single source of truth for:
• Who has done what (ref calls, case studies, speakers, referrals, awards, etc.)
• What open "asks" are out there
• Internal owner / relationship (CSM, AE, PMM)
• Basic guardrails so we don't burn out the same 5 champions
• Simple reporting we can trust
Longer‑term, we'd probably like a customer‑facing portal/community, but right now I mainly need reliable internal workflows.
What I'm deciding between:
• Build on Salesforce first: custom objects/fields/flows (maybe with Airtable/Notion as a UI layer), then layer in a portal or advocacy tool later.
• Invest in a platform now: e.g., Influitive, Base, SlapFive, ReferenceEdge/RO Innovation, etc., and grow into community/portal features over time.
Would love to hear:
If you went “build in SF/CRM first”
• What did you actually set up (schema, processes)?
• What worked / didn't?
• When did you know it was time to graduate to a tool (if you did)?
If you went “buy the tool”
• Which platform are you on and at what stage (team size, ARR, # of advocates)?
• What did it unlock that you couldn't do in SF/Sheets?
• Anything you wish you'd known or done differently?
Open to answers like “don’t overengineer this yet” if that’s your honest take. Thanks in advance for sharing what’s worked in the real world.
I need some serious inspiration on how to put together a cohesive "what we did last year" presentation. Anyone have a structure or outline they like?
hi team-can someone share a great example of using salesforce as a community platform? any companies you can think of that have had success? thank you!
Going live with our next Demo: Tightknit