What is it?
The Sample Status dashlet within TruVoice is designed to provide users, including clients and Customer Success Managers (CSMs), with a comprehensive overview of the status of sample submitted for their programs. It allows users to monitor the progress of sample submitted either manually through the sample loader, or automatically from TruSales.
Glossary
- Dashlet: A customizable, self-contained data visualization on the TruVoice Dashboard that surfaces relevant, specific information at a glance.
- Sample: In the context of TruVoice, "sample" refers to contacts (buyers or customers) submitted to the system for conducting outreach to obtain feedback.
- New: Refers to newly added contacts that have not undergone any outreach yet.
- Active: Denotes contacts that are currently undergoing outreach, which may include activities such as email communication, interviews, or analysis.
- Disqualified: Contacts that are no longer eligible for participation, typically due to reasons such as being no longer associated with the company or not being involved in the decision-making process.
- Qualified: Contacts that satisfy the requirements for providing feedback.
Key Benefits
- Comprehensive Overview: Users can quickly access the status of all submitted contacts, grouped by which contacts are in which stage, such as new, active, disqualified, or qualified.
- Efficient Monitoring: Easily keep tabs on how new sample progresses through the research process and determine if any adjustments are needed for how contacts are qualified.
- Customizable Filters: Use filters to tailor the Sample Status view to which sample you want to keep an eye on, such as number of contacts undergoing outreach for a particular product or deal size threshold.
- Deep Dive Insights: Provides the ability to delve deeper into sample data, including contact history and specific statuses such as published or refused.
- Downloadable Lists: Users have the option to download sample lists for further analysis or reporting purposes.
Navigation
The Sample Status dashlet can be found on the Dashboard homepage, if prescribed a role that has it by default, or it can be added manually.
If you do need to add this dashlet manually click on the Add Dashlet Button
Then select the Sample Status dashlet
When configuring your Sample Status Dashlet you will have the standard settings including renaming the dashlet for this single instance, resizing and applying filters. The unique option for this dashlet is the option to include all methods of feedback, web or phone, or to select only one, as shown here.
Sample Status contains views to toggle between Decision and Experience data, as well as among time periods interested in from 3 months, 6 months, 1 year or All.
The main area provides a graphical breakdown of sample in each stage, grouped by outcome. This makes it easier to ensure a good balance of data points is being pursued and identify if contacts for a certain outcome might need some extra attention or incentive to secure more feedback for that outcome.
If your program is gathering Experience feedback, toggle over to the Experience view to see the sample status broken out by All Experience, Implementation (early stage customer) and In-Flight (established customer).
To further refine the data shown, click the 3-dot menu in the top right to edit the dashlet configuration and apply more granular filters to monitor the status of different types of contacts. Feel free to add multiple versions of this dashlet with different filters to monitor several types of contacts simultaneously as well.
Example Use Cases
- Progress Monitoring: Use the Sample Status dashlet to monitor the progress of all contacts, or targeted contact types, and gain insights that can help ensure the feedback outreach process is staying on track.
- CSM Oversight: Customer Success Managers can utilize the dashlet to oversee sample statuses for different programs, enabling proactive engagement and timely interventions where necessary.
- Program Management: Program Managers can leverage this dashlet to track the effectiveness of outreach efforts, identify bottlenecks, and optimize strategies for sample engagement and participation.
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