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Important info for Customer Marketers & Community members

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Anca Cioaca July 18, 2023 at 06:20 PM

Hi all, I am trying to build a document (perhaps excel?) to centralize all customer activities such as case studies, webinars guest speakers, conference guest speakers, CAB, EAP, surveys, etc. The goal is to be able to strategize and coordinate internally what accounts we want to target to avoid advocacy fatigue, avoid internal misalignment, etc. We have a base of approx. 400 accounts. I'm not that worried about scaling, just need a starting point. Our tech stack is comprised of Hubspot, Salesforce, Gainsight, and 6Sense. Any suggestions or templates?

Mary Green (Owner CMAweekly) July 18, 2023 at 06:39 PM

Hi @Anca Cioaca thanks for sharing - I think @Irwin Hipsman and @Shannon Howard might have some great ideas for you on this. @Rebecca Grossman as well.

Maria Braune July 18, 2023 at 06:51 PM

@Anca Cioaca - we have Salesforce and have created a section within the contact card that denotes any advocacy involvement. We also have a rule that when a deal closes and includes a reference call (details of account and the contact that performed it) it automatically applies that information to the contact card. This way when we pull an advocacy report of all advocates we can filter by an activity or date range. Happy to chat more about it - it is super basic but until we have $$ for an advocacy platform, this has been working.

Mary Green (Owner CMAweekly) July 18, 2023 at 06:58 PM

TY for sharing that @Maria Braune Iā€™m guessing your SFDC admin set this up for you?

Maria Braune July 18, 2023 at 07:25 PM

They did @Mary Green (Owner CMAweekly) ! I told them what I needed - drew it out a bit and then they took it from there. Really helps when you want to pull reporting - next stop is them building out some dashboards for me šŸ™‚
Oh and we provide our Sales reps the advocacy report also prior to them asking for a reference - they have to make up to two choices and then we help them with the next steps.

Shannon Howard July 18, 2023 at 07:44 PM

^^ Same. I wish I had downloaded what I put together for our RevOps guy, but similar: Outlined all available advocacy activities. Put those on contact records and rolled up to account view so we'd know which individuals and which companies were getting tapped for different advocacy asks.

I'm not a SF expert, but wondering if you could as an activity so it shows up in the contact record, while it's being built as a custom field?

Also used spreadsheets to track asks and timelines, just so there was some visibility into what all was going out.