#discussions

Thread

Cara Peterson February 12, 2025 at 10:19 PM

I manage all of our customer gifting, from celebrating life events (like a new baby) to supporting customer offsites and executive meetings. I'm looking for ways to quantify the impact of gifting to present to leadership. One idea is tracking gifts against opportunities in Salesforce to measure influenced pipeline, but I’d love to hear if anyone has used other methods to showcase the impact of customer gifting!

Madeline Coke February 12, 2025 at 10:20 PM

I'm interested in this too!!

Lauren Turner February 12, 2025 at 10:21 PM

Oh, you’ve come to the right place. Happy to talk through this.

Cara Peterson February 12, 2025 at 10:23 PM

yes! I feel like you did a presentation on working with leadership to come up with a percentage of the pipeline that could be tied to advocacy!

Lauren Turner February 12, 2025 at 10:24 PM

@Cara Peterson send me a calendar link and we’ll chat

Cara Peterson February 12, 2025 at 10:46 PM

https://calendly.com/cara-ymv0/coffee-chat

Evan Huck February 13, 2025 at 02:14 PM

Yea we did put a field on the opportunity record to denote if the prospect received a gift, and the dollar amount or type. We experimented a lot w big giftcard campaigns (eg $100+ to take a meeting) to drive meetings. No surprise the close/win rate on those big gifted meetings (ie $100+) was a decent amount lower than an organic meeting without a gift.

However, a small gift (<$25) actually was correlated with a slightly higher win rate.

Takeaway for us was a small, thoughtful/creative gift that was more a “thanks for your time” type of gesture and vehicle/canvas for rep creativity was supportive of a deal rather than a “we’re going to pay you to show up” type of big incentive.