Aunalisa Arellano

#discussions - July 25, 2024 at 08:57 PM

I set up an AOA tracking field in SFDC with my sales ops team. One thing I asked for was the option (not required) to attach an opportunity to the act of advocacy. This allowed me to report on influenced revenue from customer reference calls, specifically, that led to closed won deals. I also tracked all other AOAs, had a time stamp to mark the last AOA to ensure I was not over-tapping my advocates. The advocate field lived on the contact record. I would also recommend getting the team you are working with to build you out some preliminary reports so you are ready to roll with metrics once everything is up and running.

#reviews - July 25, 2024 at 08:48 PM

I think adding a review request to your customer newsletter is a great way to continuously solicit reviews from the entire customer base. The first time it runs, it could capture a few negative ones unless you can segment to only send that version of the newsletter to customers with a good account temp. You can also adjust the you request language slightly to appease leadership i.e., (We're looking for enthusiastic reviews about...)

#discussions - June 27, 2024 at 08:02 PM

When I launched a CAB, I gave the inaugural members a term of 12-18 months. I checked in with them at the 12 month mark to see if they wanted to continue or drop from the cohort. This worked quite well for me as it allowed me to onboard new members without starting a new group from scratch, which helped with culture and norms. I agree that an NDA is necessary. I also followed the structure of 4 CAB meetings/year (1 in person at the user conference, 3 virtual).

#lifecycle - May 29, 2024 at 03:09 PM

Hi happy to help too!

#open-share - May 14, 2024 at 06:13 PM

Congrats, Shannon!!

#reviews - May 02, 2024 at 05:29 PM

Agreed! From what I have found, there is always going to be discussions about a brand all over the web, especially Reddit. I think it depends on how frequent the mentions are and what types of conversations are surfacing there. I made a strategic choice not to actively monitor Reddit in a previous role because the conversations were limited and most of the information was resurfaced or double posted in industry Facebook groups.