AMA: Salesforce Senior Director of Product Marketing, Chandra Patel on Market Research

May 20 @ 9:00AM PT

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👋 Chandra Patel

Hi all, I'm Chandra Patel, Senior Director of Product Marketing @ Salesforce

• 👋 Based in: San Francisco
• 🧠 Top of mind: AI + PMM Workflows
• 💬 Ask me about: Messaging and Positioning, Storytelling, GTM programs
• 🍦 Fun fact: I consider myself a traveler and not a tourist. I've been to 45 countries so ask me about my latest adventure!

How do you activate your research with others across your organization?

Chandra Patel•

Salesforce Senior Director of Product Marketing • May 20

I love this question because you're thinking about how to ensure research just doesn't "sit on the shelf" and instead becomes a living artifact.A great way to activate re...

1357 Views

1 request

Have you been using AI notetakers with specific prompts to analyze sales calls? I'm looking to gather customer insights and identify trends that can inform our product and go-to-market strategy. If you have, I'd love to hear about your process and the tools you're using.

I'm exploring FathomAI for summarizing sales calls (they have some cool templates!), but I'm wondering how to efficiently analyze those summaries for trends and insights. Ideally, I'd like to use AI to review the summaries weekly and highlight key takeaways. Are you using this approach or a similar one? I'm open to other processes for collecting insights from sales calls and would love to hear what's working for you.

Chandra Patel•

Salesforce Senior Director of Product Marketing • May 20

I love that you are thinking about this! Using AI to analyze sales calls is a fantastic opportunity and it's an untapped wealth of information. A couple of things. I don'...

1664 Views

1 request

How have you secured leadership buy-in to invest in market research to inform ambiguous strategic decisions, rather than going with opinions?

At startups I’ve worked for, leaders have resisted investing in research to validate pre-existing opinions or hunches on strategic direction, because they’ve felt there isn’t time to gather data or that we’ll just land in the same place

Chandra Patel•

Salesforce Senior Director of Product Marketing • May 20

This is an important issue. Why leadership resists the request to do research is often twofold. One, they think it's going to slow them down too much, and two, they think...

1370 Views

1 request

How can we better present or storytell findings from a market research or win/loss study?

Chandra Patel•

Salesforce Senior Director of Product Marketing • May 20

I'd begin by thinking about your target audience and their goals and needs. With that in mind, break down your findings into the top outcomes or statistics relevant to yo...

1379 Views

1 request

Have you seen companies with a dedicated market research role (or multiple) that lives outside product marketing? If so, which team did that live under and what kind of company was it?

Chandra Patel•

Salesforce Senior Director of Product Marketing • May 20

I have seen companies with a dedicated market research function outside of product marketing. This has most often been at the largest enterprise companies. In those situa...

1398 Views

1 request

What are the best sources for market research when your org/company doesn't have a research team?

Chandra Patel•

Salesforce Senior Director of Product Marketing • May 20

This is a great question and an opportunity to debunk the idea that market research has to be expensive or a dedicated function. You don't need to outsource your market r...

1396 Views

1 request