Caitlyn Williams

#discussions - July 30, 2024 at 04:58 PM

Hey ya'll! I am currently in the process of putting together a deck for our new advocacy program and I am having a hell of a time trying to map the advocacy journey through slides. I'd love any and all suggestions of what you might have found successful when taking your program to executive leadership -if you have examples you'd be a life saver. We're looking at doing what we can accomplish today (pretty much by myself) and then an optimum journey (which will include many more stake holders).

#announcements - January 30, 2024 at 04:47 PM

Does anyone use Charity Choice to gift charity donations for advocacy activities? Trying to get a better understanding of the cost and user experience.

#reviews - January 24, 2024 at 10:42 PM

Yeah, when you drive your reviews they show up as organic and rank higher in the system.

#announcements - January 12, 2024 at 12:53 AM

Not CM/Advocacy related BUT does anyone have a 1:1 meeting template that they love? I was looking through free ones online before I build one but I thought I'd see what you all are using if you don't have a software solution.

#announcements - January 05, 2024 at 08:27 PM

I didn't know you could send out the flexible lights on their own. That's so cool!

#announcements - January 05, 2024 at 08:19 PM

Automation/Innovation is the overarching theme - but we're open to all happy, healthy customers. Looking for a couple of nice items to box with a welcome note. The branding has more of a serious vibe than my last gig, and the demo is definitely different, but I am still looking to have fun with it.

#announcements - January 05, 2024 at 07:29 PM

Hey All! I've joined a new company (iPaaS/CIO focused) and am looking for ideas for swag items to include in an advocate welcome box. Anything your advocates rave about?

#announcements - October 07, 2023 at 04:14 AM

Big Orca fan here! So let me break it down: Pros: -Super responsive support and implementation -Great resources for the product in their help center -Newer to the scene, so they actually build to what their clients are suggesting (unlike colossal software - where it's hard to even get things configured how you want) -So much freedom to create the experience you want for your users - Customer Marketing, Sales, and CX. -Salesforce native, so they aren't ingesting any customer PII -Beyond references - can track campaigns -Truly create a closed loop system - can send surveys to your sales folks and advocates to get their pulse on how the reference call went. Cons - It's built and lives in Salesforce. UI limitations are just the nature of being a native Salesforce app. I'm happy to jump on a call to discuss my experience. Just give me a ping.

#announcements - September 13, 2023 at 11:35 PM

You have to have a certain number to be a part of their end-of-year reporting wrap-up reports. Last time I checked, it was around 100, so I always aimed for more than that.