Page 1 of 2
B2B back-office tools: did you inherit one without a manual?
I'm researching a real problem in small/lean B2B teams for a product design project. It's anonymous and takes about 2 minutes — thank you for your time!
Do you use any internal dashboard, admin panel, or tool (CRM, BI, back-office, etc.) that you didn't build yourself, as part of your day-to-day work?
*
A
Yes
B
No
What's your role?
*
A
Operations / RevOps
B
Customer Success
C
Marketing Ops
D
Finance / Admin
E
Other
When you started using that tool, did someone explain the reasoning behind the metrics/panels, or did you have to figure it out yourself?
*
A
They explained everything
B
They explained some of it, I figured out the rest
C
No one explained anything
How often do you come across a metric, number, or limit in that tool and you're not sure exactly what it means or why it's set that way?
*
A
Never
B
Rarely
C
Often
D
All the time
Tell us about the last time this happened — what did you do to figure it out?
*
If you could click on a data point and see "why it's defined this way and who set it up", would that be useful to you?
*
A
Yes, definitely
B
Maybe
C
Not really
Would you be up for a 15-20 min chat about this? Leave your email or LinkedIn
Submit