Question

Who has a great SaaS app that helps Customer Marketers manage quotes and testimonial approvals?

Anybody know of an awesome product that lets Customer Marketers manage the process of getting quotes from customers approved for testimonial use on marketing websites?

I'm thinking something that automates the process of:
- Emailing the customer, "Here's what I heard...can you click to approve this?"
- Allowing other internal departments (brand, legal) to mark quotes as approved for use
- Sorting and organizing quotes by customer segment, vertical, use case, usage types
- Letting Customer Marketers see how many quotes are "waiting on approval" and automatically send follow-ups

Ideally, something as simple and clean as Calendly but integrated with SFDC. Bonus points if it's got a dashboard people can view to see latest approved quotes and self-serve.

Ideas? Who's doing this today?

Mentioned
#Calendly #Marketing #Sales #CRM #Airtable #SurveyMonkey
Share
otingtingo's avatar
2 years ago

I've used TechValidate - which is a survey tool that can be used to collect customer sentiment and testimonials. It has releases built into the survey processes so that customers sign off on quotes to be attributed to them in your marketing language and materials.

4 points
maguay's avatar
@maguay (replying to @otingtingo )
2 years ago

TechValidate looks awesome—and a super clever extension of the SurveyMonkey software. Thanks for sharing!

1 point
JasonPeck's avatar
@JasonPeck (replying to @maguay )
2 years ago

Have enjoyed using it as well. The pricing at the time (this was 2-3 years ago) was much higher than we could justify / prove ROI for, so we cancelled it. Still, pretty nifty.

1 point
awwstn's avatar
@awwstn (replying to @otingtingo )
2 years ago

Wow, never knew SurveyMonkey offered this. Very cool!

1 point
MelanieCrissey's avatar
@MelanieCrissey (replying to @otingtingo )
2 years ago

Thank you so much for sharing this! Will definitely check this out!

1 point
JasonPeck's avatar
2 years ago

Did a paid trial of TechValidate 2-3 years ago. Loved the tool/ease of use and simplicity in organizing customer testimonials, integrating with salesforce, etc. The pricing at the time was very high so couldn't justify it from an ROI standpoint and didn't move forward. However, we collected enough testimonials during the trial to last 1+ years.

3 points
awwstn's avatar
@awwstn (replying to @JasonPeck )
2 years ago

Did you end up using a different workaround, or you just pulled the testimonials from the trial and stuck with those?

1 point
JasonPeck's avatar
@JasonPeck (replying to @awwstn )
2 years ago

We ended up just using the testimonials from the trial. These had a long shelf life and we had so many come back that we didn't feel like it was worth paying to have an ongoing campaign with them. We were also getting things back from G2, Capterra, etc., mining app store reviews and reaching out, etc. So content quantity wasn't an issue.

2 points
maguay's avatar
2 years ago

I would love a tool for this. I've used a custom in-house tool for this before, basically based around a form, Airtable, and Zapier. People could fill out the form to send in a quote or the support team could fill out the form themselves, and the Zap would then send the quote to Airtable where the marketing team could mark when it got fully approved and track which quotes were used where. But does seem like there should be a custom tool built for this, along the lines of NPS survey tools and such!

1 point
PaulyB's avatar
2 years ago

I would want something like this! 💪

1 point
Simon_Neve's avatar
almost 2 years ago

Hi, Realise this is an old thread, but we've just launched a beta to do something similar to what want around Customer Success Stories (and plan to add testimonials too). Customer collection through a chatbot which automatically creates the story to be edited, sent to the customer to approve and then published on a widget. All feedback welcome! wizu-customer-success-stories.com

1 point
Confluence alternatives for wiki/knowledge bases?

I've been looking to try something new for knowledge/documentation storage for a little while now. Confluence has always been there, but I find it to be relativly limited for the cost and additiona...

How do you manage your chat inbox?

Hey guys, first post here. As part of my work, I have to deal with and respond to a lot of incoming messages from different chats: Linkedin/WhatsApp/Signal/IG. I try to use Unreads/Archive features...

Is anyone's company setting up interactive screens for their conference rooms — what's the best one?

Using the whiteboard and ideating on giant notepads will be a little tricky for design sprints where some of the team is in-office and part WFH. Are your companies installing interactive screens or...

The community for power users.