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Updated on 6/11/2019
Skyword Salesforce App Public Help

Requests, Intel, & Feedback

A series of tabs in the Skyword app offer several ways for the sales and marketing teams to communicate without leaving the Salesforce interface. These features provide a central location to submit, manage, and review requests and feedback.

  • Collateral requests: Sales and marketing associates can submit and receive requests for new collateral within the Salesforce app.
  • Competitive intelligence: Sales and marketing associates can share and review competitive intelligence within the app.
  • App feedback: Sales and marketing associates can leave feedback on the app for the Skyword Product Team to review.

Requesting new collateral

  1. In the Requests & Intel tab in the Collateral Requests section, click the New button.
  2. On the New Collateral Request form, enter a brief title for your request, up to 255 characters.
  3. Enter a detailed description of the content you need, within 255 characters.
    Include the purpose of the material and the date by which you need it.
  4. Assign personas and stages if appropriate.
  5. Add a link to content that is similar to your request in the Sample URL field if it helps define your request.
  6. Click one of the Save button options to register your request.

Sharing competitive intel

  1. In the Requests & Intel tab in the Competitive Intelligence section, click the New link.
  2. Enter a brief summary, up to 255 characters.
  3. On the New Competitive Intelligence form, enter the competitor name.
  4. Enter detailed information in the Description field, within 255 characters.
    Include as much of a SWOT (strengths, weaknesses, opportunities, threats) analysis as possible.
  5. Click one of the Save button options to complete the form.

Providing Skyword app feedback

  1. In the Requests & Intel tab in the Skyword Feedback section, click the New link.
  2. On the New Feedback form, enter your name and your company name.
    Skyword uses this information to follow up for more details on feature requests
  3. Enter a brief summary, up to 255 characters.
  4. Enter detailed information in the Description field, within 255 characters.
  5. Click one of the Save button options to complete the form.