airSlate SignNow leads opportunities for product management

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[Music] as a product uh manager there's a couple simple things you can do to try to get some feedback from marketing and sales um from salesforce so the two that we're gonna look at today is just an unqualified lease reason on leads and then a loss reason on opportunities so on a lead in salesforce a field that you'll want to create and utilize is one called unqualified reason now as business development reps are are prospecting which whichever which way inbound or outbound uh there may come a time where they need to unqualify a lead it doesn't fit uh you know the the businesses terms to be able to make it into a pipeline or for uh forecast uh and some of those reasons may come down to your product or service uh so in an unqualified reason you can see that this is just a text field uh i recommend if you can as an organization whittle this down to a pick list type field it'll be easier to sort through the data but when you're trying to find market fit and you're trying to find you know a way to scale your business often you'll see that this needs to be a text field um so this way kind of back to product management here you can look at this data over time over a quarter half a year maybe a whole year and see what type of feedback you're getting on your product that may not be allowing leads to convert into opportunities now if you go to opportunities something very similar is happening is happening here i'd uh suggest that this may be a little bit more important at times to product management because if someone is making it into your forecast and making it into your pipeline uh the the lost reason uh could have a higher potential to have uh a reason with your product or service that you're offering so here you can just see we have the lost reason field this again is just another type in i suggest trying to make this a pick list if you can uh and what you want to do is just on both of these objects you'll want to enforce that this has to be filled in uh when something is changed to close loss so when an opportunity is closed lost or a lead is unqualified you'll want to force an unqualified reason or a loss reason so as a product manager you can come in here and you know filter opportunities by what products are associated with it um from a lead perspective uh if you're indicating what type of service or product they're interested in uh you can then pair that with that data to uh try to roll up and get some valuable product feedback without having to survey we'll talk about surveys in another video but this is just a very simple two-step field uh method where you should be able to get some valuable product feedback [Music]