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Kristin M
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Kristin M
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Joined November 18, 2024

Hi! This year I cranked out the customer success stories / evidence pieces, but as a team of one, quickly realized that sales and CSM teams were not fully aware of these new assets. I have worked with their leaders, the enablement team, and even went on a “road show” to multiple team and all hand calls show what I’ve been up to and where to find these resources. While everyone says these are invaluable and they are using them in their pitch decks, the metrics say otherwise. Unfortunately, we don’t have the best tracking system through Showpad and Templafy. Anyone have strategies that have improved the utilization of customer evidence stories/ proof points/ etc. and / or tracking these metrics?
I’m also hoping to find a better way to track my timelines for customer stories and where I’m at with them. Right now I’m using my own excel template, which makes sense to me, but I haven’t had time to explore best ways to organize it so it makes sense to leadership. Any tips there are appreciated!
Thanks!!

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