Any advice for launching an internal survey to sales on the usage and value added for your reference program?
Hiya Dawn Miears! I've done something like this in the past - what I found helpful was working with sales enablement to get sales to actually finish the survey. I've also incentivized sales to conduct the survey and worked with sales leaders to get their buy-in and support. Another thing that helped was sharing with them feedback from 2-3 handpicked sales reps that filled out the survey (you'd ask them to be a part of the testing phase of the survey).
Worth splitting the survey into two questions people usually blend into one:
do reps know how and when to ask for a reference (a process question), and
do the references they've received actually help them close (a value question).
Ask only the value question and a mediocre score won't tell you whether the process is broken or the outcome is. The other thing that determines whether round two gets a response: close the loop. Share back what changed as a result of this round before you run it again. Something else that worked very well on a very large program I ran where I had to manage multiple reference managers reporting to me, was adding a satisfaction survey when you fulfilled a request. As part of the reference process, the last email would be a survey asking the sales rep about how it went. Then, at the end of every month, I would review all responses and, if any issues were flagged or a low score was noted, I would contact the salesperson and address them directly.
