Thanks Sarah McCoy - so these would be more the info you had on the customers themselves, right? Not the information needed to put in the reference request form for the sellers?
That's helpful Alexie Glover! We have some data of the requests CSMs (and sometimes I) get from sellers that we'll use to shape it.
And thanks for the offer to help Abigail Benson! Let me discuss with my CX partner to see if we see eye to eye. Figure there's always a v1 and then we can adjust.
👋 Hi all - new to this channel as I'm supporting the CX team as they build out a more formal reference management system through SFDC. Can anyone share the optimal data points / questions asked of sellers when they put in a reference call request?
This would be connected to the SFDC opportunity so we'd have that to pull in, but want to make sure we're not asking too much or too little to match the request.
Appreciate your help!
Irwin Hipsman Our brand team runs our sponsorship - although that team is moving under comms in the near future. Sales LOVES it for the pipeline acceleration and exec relationships. The content teams LOVES for what you get to create and the engagement that drives for the brand. I am happy to connect you with our team, we're only a few months into an F1 sponsorship but previously sponsored a Formula E team.
So it's basically part of a broader company effort to make life easier for sales, rather than doing it just for customer proof. I think that's exactly where things are going, just need the company to invest in it!
