Curious how you all store your testimonials? I currently use AirTable which gives me the ability to have hidden information for my documentation, but things Sales/Success doesn’t need access (like the customer’s email address). We’re probably getting rid of AT, so looking for ideas of what to transition to.
Love Airtable!
We don't have it at my current company- so I use Notion - built a database and it was very similar functionality. What I love the most is that people can use Notion AI to query it or use Claude etc. so they don’t really need to understand the structure of the database itself
Ann CrilleyValeria Are both these tools self-service for the rest of marketing and sales to access? Do they need to go to a specific site to access it? We currently use Highspot as that's what our sales team uses but I hate it and would love to find a better self-access way for the entire company to access stories, quotes, etc. that I can track and show ROI.
Yes, AirTable is fancy Excel, basically. So, I have my backend with all the info. And, then I create views for Sales/Marketing/whoever to self-serve finding their own testimonials to input where they need.
Yes everyone has access to Notion- they can access it via Notion app, web - or through the AI skills I have built. We work in notion already, so it is easier to keep things there. My WIP becomes the repository so I only need to mantain 1 thing