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Drew Lau and Andrew Lawrence, both senior directors of product management at Salesforce, use Productboard to:
No product manager will say it’s easy to convince a cross-functional team — especially developers and leadership — about a big product bet. Fortunately, Productboard’s extensive Insights and advanced feature scoring capabilities have helped Drew and Andrew more effectively advocate for roadmap decisions.
By aggregating feedback across channels and offering a range of ways to organize and score user data, Productboard helps Drew and Andrew cut through the noise of tactical product updates and instead identify major concerns users raise – the “big problems” to solve.
On the path to filtering by ARR and segmenting by customer with Productboard, Drew and Andrew say it’s been “a huge win” already to have revenue data linked and constantly up-to-date against features. Now, their teams are able to “reduce pushback” from Engineering and leadership, as these stakeholders can “see the data supporting decisions” and why the hard work will drive customer retention and new business.
Interestingly, Drew says Productboard goes one step further in the realm of risk, helping Product professionals of all levels demonstrate accountability when a roadmap pivot is required — and drive their career growth with visible wins.
At an enterprise-sized company like Salesforce, Drew stresses that revenue-driving work isn’t always linked to the people responsible.
Here, Productboard can enable something Drew feels is essential for both accountability and advancement — being able to “talk about your work, show your work.”
At Salesforce, Drew and Andrew say it’s quite common to communicate about initiatives that affect multiple product orgs.
As a central source of truth where teams can quickly share information, Productboard has offered the Commerce and Experiences teams enhanced cross-functional visibility — improving speed to market, accountability, and collaboration.
Drew and Andrew say Productboard has also been a major asset when it comes to organizational change, helping their teams embrace dynamic environments. Whether change arises on a team, strategy, or even work-from-home level, they say it’s been invaluable to have the same tool in place during the transition, allowing Product to adjust quickly and collaboratively with real-time data never getting lost in the shuffle.
After Drew’s Experiences team experienced a strategy shift related to a reorg, they were pressed to quickly create a new roadmap and justify funding for the big bets involved. In Productboard, Drew’s team was able to “pull that together in minutes because the data was already there.”
They sourced relevant use cases, quotes from users interviews, feedback from account execs and, best of all, bypassed “trying to pull it up from a spreadsheet” owned by someone who had left the organization.
Speaking of turnover, Drew shares why the consequences can be so steep when it happens in Product: “you tend to lose a bunch of visibility into the voice of the customer requests that have been collected in the past, because they’re following someone who quit…and are now lost in the ether of everything.”
Whether product team members take on existing projects or onboard someone new, Drew says: “having [the data] in one central system makes it much easier for you to ramp up on the roadmap.” With Productboard, Drew explains: “you know [from comments] who talks about that feature, and [from Insights] who the primary customer contacts are if you want to expand your research and discovery around a feature you’re debating for a roadmap.”
On a more positive note, Drew says Productboard can finally pave the way for Slack-free PTO — something many senior directors could previously only dream of.
When Andrew took time off, Drew was able to check real-time information from his colleague’s roadmap to answer questions from account execs curious about the status of certain features on the Commerce Cloud side. Drew says it wouldn’t have been possible without the platform’s “cross-team visibility.”
In the days of using spreadsheets to plan releases, Drew and Andrew say version control was a major liability — costing Product valuable focus time and hindering cross-functional efficiency, as other teams struggled to find up-to-date information on their own.
Leveraging “various spreadsheets in Google,” Drew and Andrew found the data would “get old really fast.” As Andrew puts it, “as soon as you put [data] in a spreadsheet, somebody creates another spreadsheet from that spreadsheet, which has some subset of the information and it’s out of date in a week.”
Here’s how Productboard helped them save time with a central place to plan:
Lastly, Andrew explains that Productboard not only helped cross-functional teams collaborate more efficiently during planning, but also enabled Product to seamlessly build a whole new release plan out of “later” ideas.
In the days of spreadsheets, Product had no view into future releases – so the time-savings and increased visibility proved to be powerful benefits for Commerce and Experiences.
With Productboard, Salesforce’s Commerce Cloud team:
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