Region 1 Team Integration Input by Scotlyn Ecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g Thoughts, Ideas moving forward en-us 2022-03-28 15:39:11 UTC 2022-03-30 13:54:46 UTC hello@padlet.com There seems to be a lot of planning, but it also feels fragmented without clear direction scotlynecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117467438 2022-03-28 15:46:28 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117467438 Is innovation a priority? If so, how is it being supported? scotlynecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117470400 2022-03-28 15:47:52 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117470400 What does Frontline define as a successful integration? scotlynecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117471312 2022-03-28 15:48:17 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117471312 We still lack any formal training on D&A products for employees scotlynecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117473855 2022-03-28 15:49:32 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117473855 There is no established baseline defining proficiency for an employee scotlynecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117475390 2022-03-28 15:50:19 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117475390 My renewals are way down scotlynecker https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117476763 2022-03-28 15:50:59 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117476763 https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117511950 We've talked about advocates (clients who can speak on our behalf) - what is required and how will this advocacy be used?

]]> 2022-03-28 16:07:26 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117511950 https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117527889 What does the process look like - who does what - from the time client makes the purchase until they are using the tool. ]]> 2022-03-28 16:15:49 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117527889 https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117567881 It feels like there were so many transition and so quickly it is hard, for me as an advisor,  to have energy for anything else like innovating.

]]> 2022-03-28 16:36:07 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117567881 Do advisors/IS have a voice in the integration with Frontline? https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117576324 It seems like we are provided with new processes without being asked how we were doing it before and this is causing people to disengage with the new tools.]]> 2022-03-28 16:40:17 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117576324 How do I know what I can promise? https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117580128 With so much changing, it's difficult to know when we will be able to get help with client needs]]> 2022-03-28 16:42:04 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117580128 https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117601353 Will we be taught how to advise for other states? How can we get help if we're going through a busy time in our states?]]> 2022-03-28 16:52:56 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117601353 Who to call https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117621394 We've heard that Frontline clients don't know who to call. I have not experienced this at all. The clients I work with know exactly who to call]]> 2022-03-28 17:02:55 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117621394 Scalable https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117635700 We've heard from Mark that D&A needs to be scalable. What does this mean? What does this look like.]]> 2022-03-28 17:10:05 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117635700 Cultivating Trusting Relationships https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117658693 One of the core values is "Cultivating trusting relationships". I don't see this in action.  Many acronyms are talked about.  Many of them I have no idea what they mean.  This makes me feel like an outsider in the company. Great leadership understands that with any change those most impacted by those changes need to have at least a voice and to understand the "why". I have had no opportunity for input and do not understand the why. This not how you "cultivate trusting relationships". ]]> 2022-03-28 17:21:10 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117658693 Other Products https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117950821 In Salesforce, I'm listed as advisor for Comparative Analytics on many clients. However, I don't know how to advise for the tool yet. Where does that leave these clients? They can go to the old 5Sight advisor if they know us, but what about dark clients?]]> 2022-03-28 20:08:39 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2117950821 Client Success Manager https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2121536703 A CSM emailed me about a client that isn't renewing and asked me to reach out to the client to confirm their intent to terminate and why they are terminating. What is the role of the CSM? This feels like a layer of oversight that isn't needed]]> 2022-03-30 13:54:46 UTC https://padlet.com/scotlynecker/rdomqhz4admwxs8g/wish/2121536703