Tiphaine Coupel

#general - January 07, 2026 at 11:10 AM

Huge thanks all for sharing your advice, insights! I'll move forward with CRM team to get way to flag & fields + coordinating w/ IMM, CS & CG across the different regions - get everyone's buy-in to build and coordinate that advocacy system

#general - January 06, 2026 at 03:19 PM

thanks Maritessa for your feedback 🙏, super useful.
I'm wondering also if I shouldn't go to local regional marketing people - they have that knowledge on the ground to fill out CRM.
I need to think about the right fields and tags I'd need to have to map out those adovcates and get a segmentation available among them. May I ask you if you have any best practices here or kind of generic structure that could be helpful?

#general - January 06, 2026 at 10:45 AM

Hi everyone
wishing you all the best for 2026!
As a solo Customer Marketing Manager in a SaaS company, I'd like to put in place systems (indeed we currently have no way to flag, identify, or segment key participants in our programs (such as CAB members, Top Account Program members, or customer advocates) inside Salesforce or any central system. Lists are managed manually on Excel by different teams, leading to inefficiency and data gaps)
Do you have any experience in setting this? (I doubt I'll get budget for a specific tool - so I've reached out to CRM team and listed all the needs & challenges)
If yes, what would be your advice to approach that, how did you build advocacy systems, what are the criteria to pondere advocacy acts, etc?
thanks in advance :)

#cabs - September 26, 2025 at 10:08 AM

Hi Erica
on our end, depending on the part of the world is your CAB Member coming (and the season for them - summer/winter) we have a welcome kit with several items:
• personalized welcome letter from our CBO
• The Northface jacket (winter) or qualitative futa / beach towel (summer) (CAB branded)
• qualitative notebook & pen (CAB branded)
• olive oil (we are a Croatian company operating worldwide and we produce also aside some olive oil)
We wanted to give something qualitative and with a story also associated to who we are, as one of our uniqueness is this Croatian identity.
Fully agree with what Lauren shared as well - it has to be something meaningful to them and qualitative.
We are thinking about updating this welcome kit - so any ideas are welcomed 🙂

#general - September 18, 2025 at 01:29 PM

If you plan to visit one day, let me know 🙂 I can share with you plenty of good restaurants, place to go & visit!

#general - September 18, 2025 at 08:16 AM

Hi everyone
Hope you're doing great.
I've recently joined the community and it's already really inspiring and useful to check all what is shared across the different channels. Feeling grateful to have join you 🙂
I'm curious to know if anybody in the community is based in Paris as I am? If so, happy to connect also in real life!
Have a great day