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
- Tie a prospect to an existing feature request
- Tie a prospect to a new feature request
- Update prospects as features are released
- Create the prospect SmartList
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”.
You'll either have a form on the left hand side, or you'll need to click "create a customer here":
To open the form:
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":
Start typing the prospect's first name, and select the correct user:
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":
Under "Account" select "Prospect":
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.
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 feature.