This document will show how to implement a very simple feedback collection process from your users.
Why is a feedback loop important?
To give sales a voice during the first few weeks using a new feature.
Engaged users are the best adoption advocates.
What is the recommended Feedback Loop
- Sales provide feedback with scores they disagree with(either pre or post lead interaction).
- Marketing Ops pulls a report (or sets up a workflow for alerts) and assesses the feedback for each Disagreement and takes appropriate action:
Investigation: use the app to look at the profile
Education: for false reports, educate the sales person/team
Collaboration: open a MadKudu Support ticket for CSM Review
Use Salesforce Standard Functionality
Step One : Link Create a “Disagree with MadKudu Score” field
Step Two : Link Set history tracking for the fields
Step Three : Create a “Disagreement” report