#general

General Discussions & Topics

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Jenna Feldman July 11, 2024 at 04:17 PM

:wave: Who here has reference logo management down to a T?? Would you be willing to hop on a quick call to share best practices?! Pretty please?? :melting_face::handshake:

Shannon Howard July 11, 2024 at 04:36 PM

Would also love to learn:

Mariah Lenahan July 11, 2024 at 05:20 PM

Same!

Alexie Glover July 11, 2024 at 08:17 PM

Me? Saying that hesitantly because this is one of those “it depends” CMA topics 😂 😅

With some clients using a CMA tool makes this super easy. With others we’ve got spreadsheet workflows. What are yall working with? Happy to share.

Julie Neumeister July 11, 2024 at 08:58 PM

We have a "logo use" checkbox on the account level in SFDC that the sales rep updates when the account closes and marketing manages afterward for ongoing changes

For the logos on our site, sales decks, etc we have a hidden field "Logos on website" that I have the revops team bulk update for every new project, then a auto notification setup so i get alerted every time a customer churns and it needs to be taken down

Rebecca Grossman July 12, 2024 at 01:14 PM

Interested too!

Julie Neumeister July 12, 2024 at 04:03 PM

happy to hop on a call to share more best practices!

Karilla Dyer July 12, 2024 at 06:03 PM

I'd love to join as well. I am on the logo management struggle bus.

Julie Neumeister July 12, 2024 at 11:26 PM

@Jenna Feldman and I are going to meet next Fri 7/19 at 10am PT! Pass along your email if you'd like me to forward the meeting invite!

Jenna Feldman July 12, 2024 at 11:36 PM

@Brittnee Dawson in case you want to join ❤️