Does anyone have any ideas on how to identify contacts for different purposes? Has anyone used Relationships to help identify who should be getting NPS or to help Marketing know who they should be marketing to for which product etc.
I was just looking for help from the community, maybe I posted in the wrong spot?
I was just looking for help from the community, maybe I posted in the wrong spot?
Yes Heather’s ideas were a great start. I’d love to hear some more ideas from the community.
We use relationships, and we implemented Person. We have rules running every hour that pulls any contacts that have a corresponding Persona and designates their relationship based on the product they have been associated with.
Since our source of truth is SFDC, we taught marketing of the persona and product and they are able to pull these contacts via Marketo.
We are working on creating a custom field in the person relationship table where we plan on storing the customers NPS score so CSMs have a full 360 view of their key contacts and corresponding score.
Hi Sai,
Yes I did and gave them the thumbs up. Thanks everyone.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.