Receptive guide for sales teams

In Receptive it's really easy to:

  • Track & report on prospect feature 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 feature 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 

Log in to your Receptive account, go to the Settings icon and choose “Customers”. 

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You'll either have a form on the left hand side, or you'll need to click "create a customer here":

customers.png

To open the form:

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The information you need to fill in on the form is:

  • Full name - prospect's name
  • Email address (we won't email your prospects)
  • Account - prospect's company name
  • Status - select "Prospect"
  • Monthly value - the potential monetary value for that prospect / company
  • Invite by email? - this will be greyed out once you select "Prospect" under "Status".  

Tie a prospect to an existing feature request

If a prospect requests a feature, you can search Receptive to see if it already exists using the search box. If it does, just open that feature and under "Feature feedback" click the button "Add customer":

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

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Tie a prospect to a new feature request

If the feature doesn't exist, just click "Suggest" in the top 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 features 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 top navigation of your dashboard and select the latest feature. 

To filter the list of users who have voted for that feature, click "All Wants" under "Feature feedback":

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Under "Account" select "Prospect":

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Any users listed under feature feedback will be prospects that have voted for that released feature.

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. 

Create the prospect SmartList

To see what your prospects have requested, head to your Reporting tab in the top navigation and under "Account Status" select "Prospect":

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The features listed in your updated SmartList will be your prospect's requests listed in order of priority. You can further filter this list by feature tag, monthly value, or plot it against development effort by selecting "Chart" under "Report view":

reporttype.png  

 

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

  

 

 

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