Receptive guide for sales teams

In Receptive it's really easy to:

• Track & report on prospect requests 
• Easily follow up with prospects as their requests are updated and released 

All you need to do is create the prospect's account in Receptive and add them to any requests they've expressed an interest in. You can also prioritize your prospect's requests on their behalf. 

Why is this important?
Prospect tracking allows you to stay on top of which of your key prospects requested features, so as your product develops you can quickly reach out and close more deals faster.

When deciding what makes it onto your roadmap, you can analyze what's important to your prospects (and filter by estimated account value) in your SmartList (see how below).

In this guide:

• How to track requests from prospects
• Add a prospect to Receptive
• Tie a prospect to an existing request
• Tie a prospect to a new request
• Update prospects as requests are released
• Create the prospect SmartList

How to track requests from prospects

Add a prospect to Receptive 

Select "Suggest" from the left-hand navigation, as if you were making a request.

Where it says "Requested by you", click on the link.

You can then type the prospect's name, before clicking on the "Add customer or prospect" prompt.

Then, fill in the form with all of the prospect's details.

You can then fill out the request on the prospect's behalf.

Tie a prospect to an existing request

If a prospect wants an existing request , you can search Receptive to see if it already exists using the search box. If it does, just open that request and under "Request activity" click the button "Add user".

Start typing the prospect's first name, and select the correct user.

Tie a prospect to a new request

If the request doesn't exist, just click "Suggest" in the left-hand navigation and add their request. Instead of adding it on your own behalf, click the "you" link under "Suggested by you" and you can search for the prospect's name. Select the correct user and they'll be tied to that request.  

Update prospects as requests are released

You can really easily see which prospects your sales team can reach out to next, by reviewing all of your latest releases.

Click on "Releases" on the left-hand navigation and select the latest request. 

To filter down the list of users to just prospects who have voted for that feature, scroll down to the filters section on the right-hand side.

Like in the image above, select "Prospect" on the "Account" section.

Any prospects that have voted for that request will be displayed below the filters.

Note: Receptive doesn't send email notifications to your prospects. This gives you the opportunity to reach out when the time is right for each prospect. 

The Prospect SmartList

To see what your prospects have requested, click "Reports" in the left-hand navigation.

You'll see a list of pre-prepared reports on the right-hand side. Simply choose "Prospect SmartList" to show the report you need.

We use a variety of metrics, including priority and potential value, to create this SmartList. You can look at the vote counts to give you another idea of order.

If you need to, further filter this list by clicking the "Advanced" tab to see options such as monthly value.

You can also access the chart showing the effort and value of each request.

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