#open-share

Doing the same @Kevin Swecker! My Salesforce Admin did make a good point - make sure we make a lot of multi select check boxes 🙂
Would love to see what you have created and happy to share the layout that I was thinking of also.

Awesome - thanks, Maria! Will dm you 🙂

not the best answer buuuut i think it depends on what you're trying to track! a few things I think are important:

Account Level
• Referenceable?
• Logo Usage approved?
• Logo on website?
• Health Score (tbh this is a CS metric but I pull it into my reports)
Contact Level
• Willing to be a reference
• Last activity date
• G2 Review
• Speaking sessions

Depending on your company's product/services, having a multi-select for which products the customer is referenceable for is really helpful (particularly on the contact level).

yes good call @Alexie Glover!

I would also recommend staying away from checkboxes where you can. If you make something like 'referenceable' a checkbox and it is unchecked, you don't know if the customer is open to it but hasn't actually been asked, or if they've declined. I've found it's much more helpful to have values like approved and declined with the option to leave the field empty if they haven't been asked

I have to admit that one of my least favourite features of this "build it yourself" approach is that anyone can edit any field 🥲 I love a salty AE who wants to keep their references/customer information to themselves so they just uncheck at random. It's made for many very fun days.

We use
Referenceable - Available, Not Available
Logo - Available, Not Available
Case Study - Available, Not Available, Complete
at the account level (loaded in SFDC, shows up in GS)

At the contact level, I'm rolling out advocacy options as a drop-down multiselect triggered by their NPS response to ask what forms of advocacy they might be interested in:
webinar participation, case study, customer of the month, reviews, references.
Which launches them into our TITAN program toward product advisory board membership.

@Kristine Kukich is the tie in between your NPS responses and SFDC fields automated or manual?

manual right now, but my goal is to get it automated in q4

Agee with @Lauren Stefano that empty boxes create all sorts of challenges. Think a few years down the road. Adding last updated dates may also help in the long run.

You all rock, thanks for all the great insight and sage advice. Does anyone have screenshots of their set up in their CRM of the set up? Would love to show a few different inspiration ideas to my marketing ops team