Best way to input insights from sales leads?

Question

We are a B2B SaaS company and have a sales team constantly on demos with sales leads. We'd like to capture all the feature requests from the demos into JPD. Right now, I am using feature requests from existing customers in the Customers field. I am putting feature requests from sales leads into the Insights. However, by doing this, I cannot pull a list of all feature requests from one sales lead because their requests are sprinkled across all the Idea Insights. Does anyone have a recommendation for what to do?

And, of course would love a Hubspot integration so I can pull the Customer & Leads directly from Hubspot :)

Arnaud Lopez_zcg23z · Answer

I end up there since I'm in the exact same position

Sarah Green_o0swk2 · Answer

I would LOVE to have the ability to add Customers directly to Insights! This would make it very easy to pull up all the ideas that a customer is associated with. I'd also like for this to roll up to the Idea automatically instead of having to use the "Key Customers" field where you have to manually maintain the list of customers since we have thousands.

I posted a similar request here with more information: Can you pull customer data from Salesforce? (atlassian.com)

Happy to provide more info!

Sarah Payne_dam066 · Answer

Hi @Tanguy Crusson thanks for the suggestion! I meant that each sales lead (let's say Company Acme had 4 feature requests when we gave them a demo of the current product), rather than each sales person on our team.

I like your idea of tagging customers to insights, that would solve this problem! Would love to see that on the roadmap!