Create a Feedback Loop for Sales

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

Example Implementation

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