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Hi everyone
wishing you all the best for 2026!
As a solo Customer Marketing Manager in a SaaS company, I'd like to put in place systems (indeed we currently have no way to flag, identify, or segment key participants in our programs (such as CAB members, Top Account Program members, or customer advocates) inside Salesforce or any central system. Lists are managed manually on Excel by different teams, leading to inefficiency and data gaps)
Do you have any experience in setting this? (I doubt I'll get budget for a specific tool - so I've reached out to CRM team and listed all the needs & challenges)
If yes, what would be your advice to approach that, how did you build advocacy systems, what are the criteria to pondere advocacy acts, etc?
thanks in advance :)
thanks Maritessa for your feedback π, super useful.
I'm wondering also if I shouldn't go to local regional marketing people - they have that knowledge on the ground to fill out CRM.
I need to think about the right fields and tags I'd need to have to map out those adovcates and get a segmentation available among them. May I ask you if you have any best practices here or kind of generic structure that could be helpful?
Hi <@U09F9GLR30E> β I agree with <@U09LPFSC3T2> about using Salesforce as a starting point. If that is not an option - another fairly inexpensive option could be implementing a shared, standardized list (or set of lists) via Smartsheet. Itβs an easy way to centralize information, share updates, and even tag internal team members for specific actions.
We are also working in a Google sheet and want to move it all into Salesforce. Does anyone have a recommendation about using the contact vs account page?
Sometimes we have multiple advocates who are doing activities at one account. not sure which gives the best holistic view and is easiest to pull reports on.
We are thinking about tracking some of the below (still revving on the list)
β’ approved logo usage
β’ last date of advocacy activity
β’ types of advocacy activity (case study, webinar, CAB participant, blog post, speaking at an event, etc.)
<@U09PDRPFTJT> <@U09F9GLR30E> <@U09LPFSC3T2>
Huge thanks all for sharing your advice, insights! I'll move forward with CRM team to get way to flag & fields + coordinating w/ IMM, CS & CG across the different regions - get everyone's buy-in to build and coordinate that advocacy system