CSM Office Hours - Meeting Notes (03-16-21)
Jeremy Donaldson
Member Posts: 71 Expert






A big thank you to @Anastasia Magnitskaia for capturing and sharing the notes below!
Please take a review of the notes and add your own!
Summary:
Ice-breaker: "If you weren't in CS, what would be your passion career?"
Discussion question: What ways do you "tactically" capture voice of the customer?
Capturing Voice of the Customer
- Product Surveys
- NPS
- Logging documentation into tools (SFDC, GS, etc)
- Crowdsourcing via customer forum, polls (i.e slido).
- Communities / forums
- Depending on customer potential / size, direct PM to customer engagement - monthly or quarterly calls + BETA groups.
- Put product roadmap for everyone to see, product team can connect directly with customers (quarterly public webinar)
- "What happened to my idea?"
- "...It seems like my feedback is going no where..."
- Who wants to be in the black hole?
- It is also important to review feature requests internally and making sure you talk to the entire team (this needs to be conducted regularly)
- Strategic customer segment vs. growth vs. the overall business
- How do you frame that interview? Know what customer measure value in.
- Important to engage leadership stakeholders, but that is always a challenge because they are busy, delegate things etc...
- Asking the right questions: Move out of just tactical feedback to the strategic or industry feedback
Option suggestions:
- Some companies use Facebook for community support- which accounts get access? How do you moderate that, etc?
- Know your audience - inviting the right people at the right time
- Adoption should be a team activity - product, sales, support and CS.
- Chat analysis- very time consuming but can be great for analytics.
Tools mentioned on the call:
Hotjar- looking at how accounts are using your product (may not work for all industries, such as cyber security)
Trello - project planning / feedback tracking
Planhat
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