#general

Does your organization use Slack? I wonder if you can use some Slackbot automation/workflow that gets triggered whenever a win alert comes in and then sends them a message to fill it out.

Also, in a past life, we really wanted a win write up and made it a requirement before they can close a deal/opportunity. It was then pushed into a public #win-alert slack channel so people can celebrate wins but it had a structure that marketing was able to pull tibets from

The only time I experienced success with this without incentivizing was when we had circumstances similar to what Paola shared — there was a required "Own the outcome" field in SFDC that reps had to fill out, with a minimum character limit, in order for us to get a clearer picture on why the customer purchased and their intended use case. Sales leadership also used this as a way to praise reps who completed the field thoroughly, which helped get other on board

Great feedback, thank you both. we use teams, but I believe there is a similar way to get a channel set up like slack. I may need to ask the Managers for support as well,

These are great ideas. What about implementing a monthly or weekly 'award' program for your best participants. send a monthly email to the whole team and give all the kudos to one lucky sales person who participated or the person who filled out the most forms? CC their boss so they get the recognition and others can see the impact of participating. good luck!

how close are you to the sales team leadership? could you work with them to ensure this either part of their win notes process or even KPI'd for it?

I've found if it's voluntary, it won't go anywhere. especially with sales.

These are ALL great ideas and feedback, thank you to all of you for your support. I will try a few different avenues to see what sticks ;)