Hi folks!
We collect a ton of feedback from our users from various sources. Our internal teams (CS/GTM) often submit Ideas on behalf of customers that our PM's triage and ultimately do discovery on if it is something that aligns with our strategy.
One challenge we are having in JPD is not being able to meaningfully link the customers who have requested the Idea/feature to the Idea itself. Currently, we are using a free text field for internal stakeholders to fill out with the name of the customer, but unfortunately that field is not filterable/searchable within JPD. We've also experimented with using the Insights functionality but it presents similar challenges. In the past with other tools who have more robust integrations with Salesforce, it is very easy to both "add" a customer to an Idea and search, filter, and analyze the requests coming from one or more customers.
Does anyone have a workflow that works well for your organization on how to accomplish this in JPD?
Thanks!