#general

We track customer reference calls in Salesforce to be able to report out on impact on deals, etc. I am still working on how to track other acts of advocacy (webinars, public speaking, leaving reviews, etc.) without using another vendor. Right now, it's in disparate spreadsheets. Our team has started to use Asana recently, so when I staff a customer webinar or event, I can pull that info from Asana now, but it's still separate from the reference call data which isn't ideal. (And I really don't want to create a monster spreadsheet (yet) 😅)

I use our own software, Quickbase for this. It's still manual and not perfect, but captures enough.

before champion i tracked everything in SFDC and a spreadsheet!

Yes! I’ve built a number of these. Generally all in Google Sheets.

Can anyone share examples of how you tracked this in a spreadsheet?

I used to use Smart Sheet until we had to move off of it at my company. I liked the ability to easily schedule follow up reminders.

I have a tracker within Salesforce. It is tracked on the "activity" feature in salesforce for logging all advocacy actions and it all gets pulled to a dashboard. For references I used inspiration from @Leslie Barrett’s blog

Just launched this in our SFDC instance!