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 :)