#general

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](https://www.linkedin.com/in/profileofdanwilson/> (for seniors) and https://www.linkedin.com/in/lizaadams/.

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, https://www.youtube.com/watch?v=dJN4nQ5Verw

I liked this part: [<https://www.youtube.com/watch?v=dJN4nQ5Verw&t=270s)] 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 https://us06web.zoom.us/j/4029861639

We have an open discussion today at 2PM EST, are you coming? Bring your insights and questions for help! https://us06web.zoom.us/j/4029861639 @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 will send something via LI I saw on social that I thought was cool 👀

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 https://us06web.zoom.us/j/4029861639

Have any of you navigated overlap with CS? We have a large and active CS team, and I'm just starting as a customer marketer, and am wondering if anyone else found a good way to delineate who is responsible for what when there's overlap.

It's been a while since I had a chance to contribute here, so I'm just going to start this thread and say...

Happy Friday, y'all! 🙂

And today, I'm thankful for the fact that my 17 month old son slept 6 hours straight (which means I got to sleep for 6 hours straight) for the first time in what seems like more than 6 months. Today really is a new day.

What is everyone else thankful for today? (Being Friday is a perfectly acceptable answer)

@channel tomorrow is our Tightknit demo, if you haven't RSVP'd yet, please do so at lu.ma/cmaweekly 😄 See you there!

Does anybody have experience with Exec. Engagement Programs. I am seeing more and more of these titles and would like to better understand the playbooks. I'm thinking this is next generation of Executive Advisory Boards.

Defining Exec Engagement as: Scaling a company’s C-suite relationships and executive networks to drive top-down engagement and influence with prospects and customers.

Hello all, Which paid membership organisation would you recommend? Specifically for a customer advocacy content person. Thank you!

Hi All - hoping to get some creative ideas to get sales to fill out a win story form (its only 7 questions 😛). I am struggling to get my sales teams to fill them out, and I really need this to build out a new Advocacy program from the ground up. I don't want to incentivize, because this will only take them 10 mins to fill out. Open to all suggestions from this talented group

hi everyone + happy new year! has anyone created unique customer awards/trophies that they've sent or received? we're trying to think outside the box for this years award - would love to see some cool/unique ideas!

Hey all! Wondering which advocacy tools you all are using / passionate about (good or bad) these days. We are currently looking into tools for the year

If you need some help with getting budget support from your leadership - I'm writing a series of predictions for 2026 that may help you - the first one beign churn gets the budget it deserves because of 10 specific reasons that are not specific to this year but how the broader b2b saas world is evolving. If you'd like to read the post it's in <#C04CVDQD4JZ|>

Hi everyone
wishing you all the best for 2026!
As a solo Customer Marketing Manager in a SaaS company, I'd like to put in place systems (indeed we currently have no way to flag, identify, or segment key participants in our programs (such as CAB members, Top Account Program members, or customer advocates) inside Salesforce or any central system. Lists are managed manually on Excel by different teams, leading to inefficiency and data gaps)
Do you have any experience in setting this? (I doubt I'll get budget for a specific tool - so I've reached out to CRM team and listed all the needs & challenges)
If yes, what would be your advice to approach that, how did you build advocacy systems, what are the criteria to pondere advocacy acts, etc?
thanks in advance :)

Happy Monday Jan 5. Are there any PLG people in this community. Am curious as to the differences of doing CMA between a sales led vs a product led growth organization.

Good morning ☀️ I am interested in any examples of how you have successfully launched a new platform (UserEvidence, Deeto, etc) with the sales team - like a kickstart program to get them excited and quickly up-to-speed on the new software - what it is, how it will benefit sales in closing deals, etc? Some examples might be a kickstart incentive, a live and recorded webinar, and office hours. Thanks!