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My org has a challenge with capturing and cataloging customer challenges/complaints/kudos. The sales/dev teams don’t have access to our notes, what is the best way to share this info in a meaningful way across departments?

2 Answers
Matt Hummel
Matt Hummel
Demandbase Vice President of MarketingMarch 12

I'd recommend two things - 1) set up a dedicated slack channel that captures these notes. Whether it's a product enhancement request, a complaint, or a kudos - make this channel dedicated to customer/product feedback.

Second, you need to implement a process by which this is discussed. That could be translating these notes into an excel file (btw, I'm sure there's an AI tool for this!), but then they need to be reviewed/discussed. One thing I've seen work well is a 30 minute meeting once a week to review the feedback and make sure it's being properly actioned.

Don't overcomplicate it! It's a bit like collecting win-loss data. You "simply" need a way to capture it, and then (and this is what is often most left out) a standard cadence/approach to reviewing this and actioning on it.

379 Views
Erika Barbosa
Erika Barbosa
Observable Head of Growth MarketingFebruary 19

There are several ways I could recommend going about this, but I’m going to start with the fastest ways you can approach this situation and make an immediate impact. Even if you only put the notes in a Google or Word doc that was shared, this would start the process.

Can you share customer highlights during team meetings? Do you have subteams where you can do read-outs on an ongoing basis? Alternatively, can you host office hours where this information can be discussed?

Depending on the sophistication of your tech stack, this could live in a customer relationship management (CRM) tool. However, you don’t need the “perfect” solution right away. An approach as I noted could be surprisingly effective to at a minimum get you started. You can iterate from there.

450 Views
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