Bria Jones

Agree with Alexie! We just created SFDC fields to track advocacy and reference activity and one of the fields on the activity record is a related opportunity field that we can then pull reports on and/or create dashboard cards to show influenced revenue. Best thing I have done was befriend our SFDC admin ha.

Same here, it's an autopopulated check box in SFDC (both logo use and publicity) based on their contract but what I've recently discovered is that current contract language isn't specific about how we can use them, so I still have to follow up and get approval for specific use. Better than nothing but not perfect by any means.

ooh girl, height of the summer heat, start hydrating now! haha

Amanda Peacock when will you be in the Dallas area?

Love that idea Heather Quitos! Count me in 🙂

I'm in Dallas! Would love to meet up!

Vera Would you be willing to send your graph to me? I'm working on building out an advocacy roadmap at my organization.

I've also done high-end gift baskets/shareables if they're big family folks.

Not sure of your budget but I've sent custom leather goods to executives--rocks glasses wrapped in leather with their initials on it, passport holders, sometimes dog leashes if we know that info. I worked with a company called Clayton & Crume. Really good stuff over there, not cheap, but good!

I feel you Mary! Launches can be tough no matter how well you've planned. In my opinion, 6 weeks at a new company is not a lot of time to fully comprehend their business the way CM has to, so give yourself some grace. I'm on week 4 at a new company--saying to myself too!