Customer Stories
Integrations
Pain Points
MPD
Asking Questions
100

Give an example of a customer story for Return to Work

Heico - Heico needed to make sure their work site were running in a safe capacity during the pandemic, so they implemented SMS SME surveys to do daily check-ins, which mitigated risk and created an inclusive HR approach  

100

What does TechValidate integrate with and why would this help an org? 

SFDC - integrate the voice of the customer content so teams can share collateral directly from the CRM.  

100

What is FUDWACA?

Acronym used in Sandler's methodology that stands for: Frustrated, Upset, Disappointed, Worried, Angry, Concerned, and Anxious. 

Words to use at the beginning of your pain point statements. 

100

What is the purpose of reaching out to accounts that have had employee growth in the last 2 years?


(Company X employee size grew by 30%)

These accounts are actively hiring and expanding their org which means they have $$ and are doing well during the pandemic. This also means that with more employees, they should be measuring their employee lifecycle and gathering employee feedback to ensure their org. expansion is running smoothly

100

What is the difference between a closed and open-ended question? 

Closed-ended questions are those which can be answered by a simple "yes" or "no," while open-ended questions are those which require more thought and more than a simple one-word answer.


Open-ended questions :) 

200
Give an example of a customer story for IT leader 


Informatica - as a leader in the enteprise space, their IT team upgraded to SME to comply with data regulation and security, with the SSO functionality being a big plus

200
Name 5 of our integrations


WorkDay, Power BI, SFDC, Marketo, Eloqua, Microsoft Teams, Slack, Tableau

200

Name 2 pain points for HR, using FUDWACA


  • Frustrated with how long it takes them to collect employee feedback

  • Upset they are experiencing high turnover but don't know why 

  • Worried about employee attrition rates increasing 

  • Angry they don’t have a foundation or framework to base their employee engagement efforts on

  • Concerned they can’t see how employee engagement is trending over time due to the lack of current data

  • Anxious  their employees are leaving due to dissatisfaction 

200

What is the purpose of reaching out to a DOP?

To re-engage the prospect after a call was closed out, often due to timing, budget, project cancellation or a competitor. By reaching out 3-6 months after the last conversation, you are potentially starting a conversation at a better time. 

200

Give an example of an open-ended question for HR

How are you currently ensuring your employees are engaged and productive? 

How often are you surveying your employees for feedback?

What tool are you using to capture employee feedback? 

300

Give an example of a customer story for TechValidate 

PitchBook - their sales team needed insight from their customers, so they used TechValidate to create targeted material for their specific use cases, which led to 30% increase in sales.

300

What is our Professional Services add-on? 

Customers can partner with us for best practices and expert guidance, with a survey consultant who creates a comprehensive plan to yield the best results. 

I.E. consulting to help the customer with reporting and programming to get the most out of their feedback

300

Name 2 pain points for IT, using FUDWACA

Frustrated when tools can't integrate with their systems of record

Concerned with using tools that allow them to keep enterprise data secure

Anxious that all data collected is meeting compliance standards

Worried employees are using unregulated services/growing shadow IT


300

What is the State of your feedback survey and when should you send it?

A survey that gathers more information on the intention and pains of a prospect to help prepare us for the consult call. 


This should be sent after they agree to a meeting


300

Give an example of an open-ended question for IT

What tools does your organization use to collect feedback?

How are you ensuring all the data your company collects is compliant?

How have you mitigated the shadow IT from growing in your org?

400
Give an example of a customer story for HR



LG - with a global team of employees, LG's HR team leverages SME to enable their team from onboarding to exit surveys, so they can track the feedback throughout the employee lifecycle and take action
400

What does our Microsoft Power BI integration do? 

Bringing SME data into Microsoft Power BI leads to richer datasets, which you can add to Power BI dashboards for visualized reporting. Compare feedback and analyze survey data.



400

Name 2 pain points for Marketing (TechValidate), using FUDWACA


  • Frustrated they can’t feature big logos on their website due to PR and legal constraints

  • Upset that some customers are not willing to go on the record 

  • Disappointed when their customers do not respond to their feedback surveys

  • Worried they don’t have enough bandwidth to create things like case studies, testimonials, and ROI metrics

  • Angry the sales team is constantly asking for new and fresh collateral they can’t provide 

  • Concerned about the time it’s taking to gather customer feedback data

  • Anxious they aren’t supplying their sales teams with fresh marketing collateral 

400

What is the purpose of reaching out to MQLs older than 45 days?

Leads are more familiar with our product and services than a new contact is, and they either clicked on collateral or downloaded content (P2) or attended a webinar / asked to contact sales team which means they have some interest in SM. By contacting them you are building upon this initial interest and able to sell more value 

400

Give an example of an open-ended question for Marketing

  • What are you doing today to keep a pulse on your prospective buyers in this rapidly changing climate?

  • Do you feel like you're getting the feedback you need fast enough?

  • What are some things you feel the need to ask your current customers right now?

  • What are your three goals for the rest of the year?

  • How are you currently collecting product feedback? How often?

  • How are you currently capturing the voice of potential customers?


500
Give an example of a customer story for CX 
Lionbridge - Lionbridge needed a way to share customer feedback across their org., so they integrated SME with Power BI which led to an increase in NPS and actionable insights for their whole team 
500

Name 2 marketing integrations and what pains they would solve?

Marketo - Engage customers from acquisition to advocacy by connecting the data about what customers say, think, and feel, with what they do across your digital channels.

Eloqua - Engage audiences at critical moments across your digital channels to improve demand generation and campaigns. 


500

Name 2 pain points for CX, using FUDWACA

Frustrated when it comes to understanding their customer churn through satisfaction data

Worried their customer experience program is too much of a manual labor-intensive process 

Concerned about gaining actionable insights from their customer satisfaction feedback

Upset they can't drill down to the key themes of customer happiness 

500

What is the purpose of reaching out to a support case?

Prospects that go the support case route are not MQLs, but often current customers for plans ranging from Teams to Enterpise. Due to this, this gives you good nuggets to work with like someone looking to add on seats or a SFDC integration. Even if someone fills out a support case because their password isn't working or they were billed incorrectly, you can find a prospect worth reaching out to because now you know they use SM. 

500

What are some questions that can help you uncover business challenges?


  • What is happening in the business that is driving the need for change? 

  • What has prevented you from trying to solve the problem until now? 

  • What is the impact on the business if you don’t solve this business challenge?

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