Requesting Feedback in TruSales - Primary Intelligence

Requesting Feedback

You can request feedback for your opportunities in either Salesforce or TruSales. The following instructions walk you through using either TruSales or Salesforce to request feedback from your buyers for your closed opportunities.

Access TruSales here: trusales.primary-intel.com

Requesting Feedback in TruSales

When you log into TruSales you will be taken to your “Feedback” view where you can see all your recently closed opportunities in your personal dashboard.

TruSales - Ask for Feedback

Find an opportunity you want to get feedback for in your list and click on the “Ask for Feedback” link.

TruSales - Need Authorization.png

If this is your first time requesting feedback with TruSales, you will be prompted to authorize TruSales and Primary Intelligence to send the requests for feedback emails on your behalf. This means these emails will come from your email address as though you had personally sent it to them.

This is an important part of the program. If the request for feedback comes from you, buyers are 50% more likely to share their feedback than if the request comes from someone they don’t know or haven’t interacted with in the past.

Click the “Send Authorization Email” to have the email sent to your email address.

Postmark Authorization Email

After clicking the “Send Authorization Email” button you will receive an email from Postmark asking you to “Confirm this Sender Signature”. Click the “Confirm this Sender Signature” link in the email to authorize TruSales to send the feedback request emails on your behalf.

You will only need to complete this step once.

Select Contacts

You will be presented with the contacts associated with the opportunity and the account.

Use the text search control at the top of the list of contacts to quickly find the contacts you’re looking for.

Select the each of the contacts you want to get feedback from. You can select as many contacts as you want to get feedback from, enabling you to get a true 360-degree view of the purchase decision.

Select Sender

We recommend having the requests for feedback come from the sales representative as they are the ones that typically have the relationship with the contacts. In fact, our research shows that a contact is 50% more likely to provide feedback if the request comes from their sales representative.

However, for cases where you need the requests to come from someone else, you can click on the email at the bottom of the interface and select to have the requests come from another user that has authorized TruSales to send emails on their behalf.

Once you have finished selecting the contacts, click the “Submit” button. Congratulations! You are done. TruSales will handle the requests for feedback automatically and notify you by email when the submitted contacts provide feedback.

Requesting Feedback in Salesforce

If your organization has enabled requesting feedback in Salesforce, you will have a request feedback button you can click to quickly request feedback for opportunities that qualify.

Salesforce - Lightning Standard Button

Salesforce - Lightning Custom Button

Your organization’s program administrator sets the conditions that determine if an opportunity qualifies for feedback requests. In the Lightning version of Salesforce, when the opportunity qualifies, the request feedback button will be available in Salesforce based on how your Salesforce administrator has set it up and will look like the screenshots to the left.

Note: Your Salesforce administrator has control over where the button appears on the opportunity layout and the button’s label, so your Salesforce environment may look different. If you have trouble finding the button, contact your program Administrator for help.

Salesforce - Classic with Standard Button

Salesforce - Classic Custom Button

If your organization uses Classic Salesforce, the button will look like the screenshots on the left.

Note: Your Salesforce admin has control over where the button appears on the opportunity layout and the button’s label, so your Salesforce environment will look different. If you have trouble finding the button, contact your program Administrator for help.

TruSales - Requesting Feedback from Salesforce

Clicking the request feedback button will open TruSales in a new browser window and allow you to select the contacts you want to get feedback from.

Select the appropriate contacts and click the “Submit” button to have TruSales begin requesting feedback on your behalf.