Hello all! I'm busy trying to centralize our customer advocacy program to a single source of truth, so we can move away from spreadsheets. I'm looking to add some fields in Salesforce so that we can have living, breathing reporting available at any time. Anyone here use SFDC to manage their CA program? Any best practices I can borrow?
Sarah Koval managed advocates out of SF. Perhaps she can help 🙂
Abby Quintal I had fields in salesforce for advocate data that tied into our process flow in another platform
I have a very light SFDC setup - are you trying to identify who the advocates are, or are you looking for something to track asks, participation, etc?
We need a little of both. It'll mostly be tracking advocacy-related activities on the account level, then we're going to add a "marketing contact" checkbox on the contact level. We do not use any other platform for customer advocacy, so I'm trying to make SFDC work for us so that we can roll everything up into comprehensive reporting cross-functionally.
If it helps, I have most of our advocate information on the contact record, in case we have multiple advocates at a company. separate fields for:
whether they're an advocate
what type of activity they've participated in (multi-select picklist)
first/most recent advocacy date fields (currently manually populated (ut could probably work with revops to build a flow, I'm sure)
Hi Abby Quintal we use SF to to track our advocates and handle requests from our sales team within it as well. We have it set up to show on the account level if the account is an advocate. This indicates that one or more people in the company have agreed. We also have a free text form on the account level as well for advocate notes so we can quickly see anything important. Then when you go into contacts we have a field that says Advocate next to their name. Feel free to message me!
