Mara Schoeppner

#discussions - July 22, 2024 at 08:40 PM

Hey Amanda! I’ve built out two reference programs in sfdc. My current one was built via the case management process and is only available on the opportunity level. From there I have a dashboard that includes status of the oppty and status of the references. I can also tag the customer who took the call.

#general - April 24, 2024 at 08:20 PM

Hey hey - for those running a customer awards program — do you let the finalists know if they did not win the award before the award winners are announced? 🏆

#open-share - August 25, 2023 at 02:39 PM

@Bree Bunzel great job 👏 👏!! Was your testimonial zone on the conference floor or in a separate meeting room?!