Using Glean for Matching Reference Requests in Customer Reference Programs

Is anyone successfully using Glean as part of your reference program (matching reference requests to potential customers)?

· Sorted by Oldest

Is anyone successfully using Glean as part of your reference program (matching reference requests to potential customers)?

· Sorted by Oldest

Amy Ng
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Sandhya Simhan?
Jenny Morse
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I am just starting to explore this! We use a Salesforce report and workflow for opting in and tracking references, but I am hoping to build an Agent in Glean that will build off of the SFDC report and fold in a sort of sentiment analysis using Gong recordings and CSM/AM notes (and eventually customer community data). This would mainly be internal for helping our AEs/AMs find the right fit based on the customer and what their sticking point seems to be. Is this a similar use case as to what you are considering?
Gabrielle Herrera
·
·
We are using Claude — I haven't thought to switch to an agent in Glean

Amy Ng
·
·
Sandhya Simhan?
Jenny Morse
·
·
I am just starting to explore this! We use a Salesforce report and workflow for opting in and tracking references, but I am hoping to build an Agent in Glean that will build off of the SFDC report and fold in a sort of sentiment analysis using Gong recordings and CSM/AM notes (and eventually customer community data). This would mainly be internal for helping our AEs/AMs find the right fit based on the customer and what their sticking point seems to be. Is this a similar use case as to what you are considering?
Gabrielle Herrera
·
·
We are using Claude — I haven't thought to switch to an agent in Glean