Adding team members to Receptive

Why is this important?
Sourcing and understanding priorities and where your feature requests are coming from in your customer base is essential for many SaaS products. However, this is only one tiny slice of the whole picture.

In a SaaS company your teams have their own priorities too. Sales, Customer Service, Product Team, Leadership etc…all have insights to bring. Without understanding the needs of your internal teams, you aren’t giving your business the best chance of developing features in a way which fits with the overall strategy of the business. You don’t want Customers to collectively become the HiPPO in the room.

Every team working on your SaaS product will also have very different requriements and priorities. For example:

Sales team - dealing with requests from prospects
Accounts/Customer Success - focussed on expansion revenue and satisfaction of existing user base
Support - often field requests for features instead of tackling real issues
Engineering - will have a range of features & development as priority that often aren't visible to end users
Product Managers - have to understand requirements from many sources and algin them with the product strategy
C-level - Need to ensure that features are being delivered that align with the company objectives

Receptive dramatically enhances communication giving your whole team visibily of what’s is development and what is planned. More on the importance of internal teams is in our blog post.

How do I invite all my teams in?

It’s very easy to add team members to Receptive. You can follow the instructions below or watch this short video:

Log into your Receptive account and go to the Settings icon. Select Manage team.

Add the name and email address of the user followed by the team they belong to e.g., sales, engineering, support

The user you have added will then receive an automatic invite to Receptive.

What do the reports show about team requirements & priorities for our SaaS product?

Adding each of your internal users to a team allows the requirements and priorities for each department to be split out in the reporting giving you vital insights.

To see what’s important to each team, go to Reports in the top-level navigation.

Select Internal users then you will have the option to filter the reports between the teams you created when adding internal users.

 

Any questions? Email support@receptive.io or use the form here.

 

 

 

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