3 Ways to Achieve Cross-Team Visibility for Client Testimonials
summary
Finastra uses ClickUp forms to centralize testimonial nominations from multiple stakeholders, turning scattered emails into standardized records; the marketing org (≈200 users inside a 9,000-person company) runs automated email automations to confirm submissions and notify on every status change; published case studies are auto-moved into a shared content repository and surfaced via embedded views in SharePoint plus filtered views per product; dashboards show counts (nominations in Q2 vs Q3, published vs in-progress), templates and docs keep tasks consistent and the system proves workable.
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chapters (8)
- 0:00Introduction and speaker intro
- 1:25Three key challenges identified
- 3:09Solution one: Using ClickUp forms
- 5:17Solution two: Automations and email tracking
- 7:24Solution three: Views and public links
- 8:48Bonus tips and dashboard ideas
- 12:22Promotional plan and sharing
- 13:03Closing and Q&A preview
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