Martin FelcmanYou can already import Salesforce accounts into Productboard but now, you can automatically capture and understand prospect and customer needs tied to sales opportunities. Quantify the impact of addressing a particular prospect and customer need with Salesforce data - Opportunity value, MRR, contract value, win/loss rate, etc. Use these inputs to make better product prioritization decisions!
What is new?
Automatically bring recently closed opportunities from Salesforce into Productboard, and they will appear as Notes on your Insights board.
Filter only relevant opportunities.
Select fields capturing important insights (e.g., loss reasons, product feedback)
Customize your opportunity value field (e.g., revenue, no. of licenses)
Create insights from the feedback captured in the Salesforce opportunity fields, such as Lost or Won reasons, Missing product capabilities, or Feature requests.
Understand the user impact of your feedback captured in the Salesforce opportunities with User Impact Score and Dynamic customer segmentation.
Prioritize based on the revenue impact of needs captured in the Salesforce opportunities using the aggregated opportunity value column on the Features board.
Create a collection on the Insights board to collect and review all your opportunities together.
And dive into the opportunity details with a quick link back to Salesforce.
Why is this important?
We know it sometimes feels like a burden for sales reps or makers to capture feedback and opportunities into Productboard using manual steps or existing integrations such as Email, Zapier, or our Chrome extension.
We want to ensure product teams understand the business impact of feature ideas by using Salesforce opportunities.
In just a few clicks, you can understand:
What is $$$ revenue opportunity behind individual feature ideas?
How much revenue you've lost due to a specific product gap?
What are the features (or ideas) that are contributing the most to lost/won opportunities?
What are the key deal blockers?
Learn more in our Help Center article
Martin FelcmanHello everyone!
I'm excited to announce that Salesforce opportunity integration is now live in GA! The feature is available on the Scale and Enterprise plans.
What is new?
Automatically bring recently closed opportunities from Salesforce into Productboard, and they will appear as Notes on your Insights board.
Filter only relevant opportunities.
Select fields capturing important insights (e.g., loss reasons, product feedback)
Customize your opportunity value field (e.g., revenue, no. of licenses)
Create insights from the feedback captured in the Salesforce opportunity fields, such as Lost or Won reasons, Missing product capabilities, or Feature requests.
Understand the user impact of your feedback captured in the Salesforce opportunities with User Impact Score and Dynamic customer segmentation.
Prioritize based on the revenue impact of needs captured in the Salesforce opportunities using the aggregated opportunity value column on the Features board.
Create a collection on the Insights board to collect and review all your opportunities together.
And dive into the opportunity details with a quick link back to Salesforce.
Learn more in our Help Center article
Martin FelcmanWe are thrilled to announce the opening of our beta program for this solution.
With Salesforce opportunities, you can:
Understand the product gaps seen by prospects/customers
Determine the main features driving your success
Identify the $$$ opportunity value or revenue behind individual feature ideas
Identify the amount of revenue you've lost due to a specific product gap
Sign-up here: https://forms.gle/JH2RzCcABGTmLpcB7
We are looking for customers on the Scale plan or higher who are actively using Salesforce and Productboard Insights.