Question Page

How do you streamline the process of collecting and incorporating feedback from sales and customer success teams?

Chandra Patel
Salesforce Senior Director of Product Marketing, Sales CloudOctober 3
  • Quarterly feedback forums are very useful (more frequent maybe appropriate in an earlier stage organization)

  • Alternate with sales and customer success so you are meeting with both 2x/year

  • Keep the forum limited to 3-4 brief topics so the feedback is focused

  • Share out the questions and materials in advance so there is less time presenting and more time talking

  • Identify participants and have them serve as a potential "collective" on the topic

  • Refresh the participants in the collective every year - keeps the conversation fresh and serves as a prestige/extra activity

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