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?

Question

Kexin Chen · Accepted Answer

From a tech standpoint, we did this via our CRM. We created a custom object directly on the contact record and would track feedback. For us, we could set up automations t...

Matt Hummel · Answer

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 ...

Erika Barbosa · Answer

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...