#open-share

Thread

Bree Bunzel August 22, 2023 at 12:48 AM

Hi All! I know I've seen this in a thread somewhere :eyes:, can folks share *what metrics you report out on to your org & marketing leader* + *which of these is most valuable/impactful*? We are building a closer relationship with Data Science and would love to come in with some context on best practices :chart_with_upwards_trend:

Amanda Peacock August 22, 2023 at 03:13 AM

• upsell pipeline
• referrals
• reference calls to closed won opps
• G2 reviews

Kaily Baskett August 23, 2023 at 04:04 PM

@Bree Bunzel We did a lot of research about what executives want to see metrics-wise, this revenue influence dashboard is a result of research with CMOs, CEOs, and CCOs on how impactful the advocacy/customer marketing program is. The most common "customer influence events" aka anything that happens during a purchasing process where an existing customer influences the decision like: opportunities starting from referrals, customer content is viewed by a prospect, reference calls. Essentially these are answering questions like, "do we win more deals when customers are involved? Do deals close faster when customers are involved? How much $ is being influenced by each of our advocates? Of our closed/won revenue this year, how much was influenced by customers (both net-new and expansion)? Which customer stories are the most influential in deals?

Bree Bunzel August 24, 2023 at 12:37 AM

Wow @Kaily Baskett this is incredible! These dashboards are a dream 🤯 Is this all captured through Salesforce, did you work with someone in data science to support this?

Kaily Baskett August 24, 2023 at 08:43 PM

Hi Bree, they're all in SFDC so leadership has access