Storytelling and momentum

Every Monday, find the most powerful verbatim quote captured in Dovetail this week. Post to #customer-love with the quote, the customer, the context, and a link. Keep it short — one quote, one context line. Let the customer speak.

When an Opportunity closes won in Salesforce, pull the customer’s journey from first Dovetail touchpoint to close. Create a shareable doc: starting problem, evaluation, what tipped the decision, key quotes. Share to #win-stories.

When a highlight is tagged “NPS promoter,” check the account for prior positive signals, product usage, and case study eligibility. If strong, notify marketing and CS in #customer-stories with a candidate summary.

Every quarter, pull the most cited insights — used in decisions, docs, exec reviews. For each, extract the strongest verbatim quote and the outcome. Create an all-hands-ready doc: insights, quotes, decisions influenced, results delivered.

When a doc is published tagged “milestone shipped,” find the original customer requests tied to the milestone. Create a “You asked, we shipped” recap doc with original request, verbatim quotes, and delivered feature. Share with CS to distribute.

Every month, identify customers who’ve given feedback 3+ times in the past 90 days. Weight by sentiment and depth of engagement. Flag the top candidates for the advocacy program lead.