I’ve set up “contacted”, “followed up” and “interviewed” fields within the “people” section to keep track of statuses, and I use Calendly to book meetings across timezones.
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Our SOR for customer information is our CRM (Salesforce), so to keep things centralized, we created a custom object for interviews which captures a bunch of metadata (who attended on both sides, Jira components discussed, etc.). This way, we can correlate the interview content to receiving team’s backlogs and give our dev team context to our customer’s thinking patterns (ex: engineer can drill-down on their team’s specific components and access all relevant notes). It’s not a perfect system but suits my company at its current scale.
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Thanks, that’ll help!
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