May 19, 2024

FloQast has achieved what such a lot of corporations attempt to: temporarily populating original visitor opinions on G2.

In partnership with The Captivate Collective, their cohesive assessment technology technique led to a 312% building up in opinions in comparison to the yr prior.

FloQast is a detailed control answer made for accountants, through accountants, that automates, streamlines, and provides visibility into the quite a lot of motion pieces that accountants have to head via each and every month. The Captivate Collective is an suggest advertising consulting company that works with shoppers like FloQast to construct their advocacy technique from scratch. 

In combination they constructed a assessment technology technique that generated extra opinions than FloQast ever has prior to. 

We sat down with Victoria LaPlante, FloQast’s Head of Buyer Advertising and Neighborhood, and Kiely Monteiro, The Captivate Collective’s Senior Guide, to be informed extra. 

Development their assessment assortment technique

LaPlante and Monteiro shared their playbook for construction the marketing campaign that drove masses of latest opinions, and the way they applied the ones opinions after gathering them. Their assessment assortment technique contains 4 important steps, highlighted underneath. 

1. Focused on segments

When FloQast first set to work with The Captivate Collective, they explored techniques to extend outreach and checked out focused on consumers for assessment asks once they have been maximum engaged (and subsequently in all probability to depart a assessment). 

To start out, they checked out admins and executives from corporations that had renewed up to now six months, in addition to someone deemed a product champion through their visitor good fortune managers. They knew those customers had sufficient revel in with the platform to present a complete assessment, and that they have been actively leveraging FloQast at their group. 

Subsequent, they centered consumers who had shared comments with them in quite a lot of different channels and hypothesized that in the event that they have been prepared to proportion comments in a single channel, they’d be more likely to proportion it on G2 as smartly. They despatched assessment requests out to their NPS respondents, in addition to someone who had submitted a fortify price ticket and left comments throughout the follow-up.

Via increasing their audience, FloQast was once in a position to seize a extensive vary of original opinions from their maximum engaged customers. 

However they didn’t forestall there.

2. Soliciting opinions via a couple of road

To be able to power as many opinions as conceivable, FloQast additionally applied a multi-channel technique to have interaction their complete visitor base. They explored each and every visitor touchpoint and labored to include assessment requests all over their visitor revel in. 

This integrated making assessment requests via: 

  • In-app notifications
  • Product banners
  • FloQast’s software sign-in web page
  • Social posts
  • Buyer group pages
  • E mail newsletters 
  • In-person occasions

LaPlante shared, “Showcasing it throughout the software itself, which hundreds of customers are seeing each and every unmarried day, it underscores the worth that we’re striking on visitor comments.”

3. Attractive consumers

One easy manner the staff used to draw and have interaction possible reviewers was once theming their per thirty days assessment requests. Whilst a small contact, it captured the eye in their consumers and stored the asks contemporary. 

Some instance opening strains integrated  “you’re audit I would like” in February and  “April showers convey Would possibly flora (and G2 opinions)” in Would possibly.

FloQast's customer engagement G2 campaign


Each and every e mail would open with an accounting pun or vacation theme, after which would incentivize reviewers to depart comments in trade for an Amazon present card. Imagine it or no longer, accountants are humorous other people!

4. Using inner alignment

In any case, to perform cross-functional alignment and visibility around the group for his or her campaigns, an inner playbook was once created.

LaPlante says, “Ensuring our staff understood that their involvement within the good fortune of the marketing campaign was once important, and having that common figuring out of what we have been seeking to accomplish, was once vital and a part of the good fortune.” 

“Opinions are extraordinarily vital to our fast-growing group. We take visitor comments very significantly, and G2 information is helping us temporarily adapt to higher meet our shopper’s wishes.”

Victoria LaPlante
Head of Buyer Advertising and Neighborhood at FloQast

Monteiro and the FloQast advertising management staff met weekly to brainstorm the preliminary plan, and after you have alignment, labored in combination to keep in touch that plan to FloQast’s heads of fortify and visitor good fortune. 

After they have been purchased in, the marketing campaign kicked off with 1:1 outreach from the CSMs to their consumers. Monteiro and LaPlante additionally sought after to make sure that groups stayed motivated to proceed their outreach. They began through showing a ticker to visually display how shut they have been to their purpose.

LaPlante met with inner stakeholders on a weekly foundation to align all quite a lot of contact issues and conversations that have been taking place around the group. She additionally created and leveraged an inner Slack channel devoted to steady marketing campaign updates, concepts, and effects.

From assortment to usage

Now that they’d generated quite a lot of opinions from throughout their visitor base, FloQast used opinions each internally, to construct agree with with consumers, and externally from a advertising standpoint. 

LaPlante stocks,  “When you have a prospect who sees your badges after which turns into a visitor, a yr later while you ask them for a assessment, they’ll take into account how opinions helped them really feel validated of their acquire determination and be much more likely to depart a assessment themselves. It’s a continuing loop that advantages all events concerned.” 

“We’re proud to be named a Chief in our class on G2, and the badges recognize our place of dominance above our festival.”

Victoria LaPlante
Head of Buyer Advertising and Neighborhood at FloQast

Internally, LaPlante and her staff take the ones opinions and you’ll want to reply to and get a hold of key subject matters that they’re seeing throughout opinions. When opinions are accumulated, FloQast teams them into thematic buckets and vital variables for his or her industry, similar to industry dimension, business, and geography. 

They’re then packaged into quotebooks to be leveraged as advertising fabrics through the gross sales construction groups.

Embracing all comments

As a Director of Buyer Advertising, LaPlante acknowledges that outreach to all consumers may cause some nervousness, particularly on the management stage, however notes, “you want to face in the back of your product. In case you are resolute that you’ve got a product that makes a distinction, and you recognize that buyers are a hit the use of it, you’ll be able to be assured that they’re going to come up with that more or less comments that you are in search of on G2.” 

LaPlante encourages corporations to not be afraid of shopper opinions, even though it’s unclear the place their desire falls. When FloQast receives a detrimental assessment, which is unusual, they you’ll want to reply to the client, and proportion the comments with the inner staff with the aligning house of alternative. 

“Damaging opinions are a good chance. Responding to detrimental opinions and converting no matter it’s, if conceivable, is an opportunity to develop and switch consumers round.”

Kiely Monteiro
Senior Guide at The Captivate Collective

This consideration to the client is mirrored in FloQast’s most up-to-date reputation because the #1 seller within the Courting Index for Monetary Shut in G2’s Fall 2022 experiences. When possible consumers are studying opinions and responses, they are able to really feel relaxed understanding that if a worst-case situation occurs, they are going to be in excellent palms.

LaPlante displays, “One of the most core subject matters that we have been in a position to tug away was once how our consumers are figuring out the truth that we’re listening and so they really feel like we in reality are taking their comments to middle and to the product. It was once probably the most spaces they gave us numerous top remarks on.”

Able to generate extra opinions and turn into a G2 Chief? Discover ways to lean into customer-led enlargement with G2 Advertising Answers.