In the kick-off call, you’ll meet with your dedicated TruVoice team to discuss your program in-depth, define timelines, and align to your unique business needs.

The team includes your:

– Account Executive
– Implementation Specialist
– Customer Success Manager

Together, you’ll set up your program for success!

To begin the collection and analysis of your buyer feedback, you’ll want to decide which deals you’d like analyzed within your program. We’ll analyze the last 90 days of your teams’ closed opportunities (win/loss/no decision). Your dedicated Customer Success Manager and Implementation Specialist can assist you in determining the right criteria. Remember, the more opportunities you analyze, the more trends and depth you’ll get from your insights.

There are two ways to submit opportunities into TruVoice:

Manual Submission
You can choose to manually upload a list of contacts and opportunities into TruVoice. You’ll need to provide our team with your contact, deal, and sales rep information in a .csv file so that we can begin collecting feedback for your selected opportunities.
Download these Instructions
Download this Sample Template

As part of your pilot, we’ll analyze the last 90 days of your teams’ closed opportunities – wins, losses, and no decisions. You’ll need to provide our team with your contact, deal, and sales rep information via the Sample Loader section of TruVoice. This will set up the process so we can begin collecting feedback for your selected opportunities. Follow the link below to learn how to properly submit those opportunities to TruVoice.
Review these Instructions

Automated Submission
Through a CRM integration, you can automatically submit opportunities for feedback as soon as they are closed and as long as they need meet your defined trigger criteria. Receive timely feedback from your buyers without manual processes.
Review CRM Integration Options

We’ll help you socialize your program with your leadership team and ensure each stakeholder understands the benefit and purpose of your program. This sets your program up for success.

Your stakeholder team may include:

– Sales Leadership
– Enablement
– Marketing
– Product
– Customer Success

Share this TruVoice Tour with Stakeholders

Share this Explainer Video

We understand that sales reps need to be bought into the idea of collecting feedback from their buyers. Your dedicated Customer Experience Manager will help you socialize your program with your front-line sellers, managers, and enablement and will facilitate trainings for these groups on how to consume buyer feedback within TruVoice. If you’re using TruVoice to provide automated, just-in-time coaching to your reps, you’ll also cover how to receive alerts, feedback, and coaching.

Send this email to Sales Reps

To ensure better response rates and compliance, we recommend sending from your organization’s email domain. You can choose to send from the sales rep’s email (ie. [email protected]) or another email address (ie. [email protected]) in your organization. Domain authorization is a simple, but important process that typically only requires a few minutes of your IT department’s time.

Review these Domain Authorization Instructions

Domain Authorization how-to

Trust is at the core of what we do at TruVoice. We empower thousands of users and companies around the world to better understand their buyers and competitors. You can count on us to deliver a highly available, secure, and confidential win loss analysis and customer experience solution. To request a copy of our SOC2 report, please visit our Trust Center and submit the form at the bottom.

Visit our Trust Center

By connecting to your CRM, you can seamlessly automate the collection of buyer feedback when a deal is closed in your CRM. Together with your TruVoice team, you’ll determine the trigger criteria for deals to be submitted for feedback. This connection to your CRM ensures that buyer feedback can be collected without interrupting your reps’ selling activities.

Salesforce

Microsoft Dynamics

Hubspot

With a variety of integrations, you can connect your TruVoice account to your revenue tech stack. If you’re interested in setting up an integration during your pilot, please let your TruVoice team know.

Review Additional Integrations

Before going live, you’ll have the opportunity to review and make changes to your program. Download and review these examples of what your feedback request emails can look like.

Download Win-Loss Sample Email Template

Download Customer Experience Sample Email Template

Explore your buyer feedback and insights easily within your TruVoice accounts.

Log in to TruVoice

The insights you receive in TruVoice will inform your entire go-to-market strategy. As you uncover blind spots and missteps, you’ll be able to apply what you learn to your messaging, products, sales execution, and more.

If you’re using TruVoice Coach to serve just-in-time enablement and coaching to your reps, your Customer Success Manager will help you configure TruVoice so you can start remediating win rate issues immediately.

Learn more about Coaching

In addition to the reports and dashboards in TruVoice, our analyst team can provide additional executive reporting. Your dedicated CSM will walk you through how to easily request additional reports.

Request reports