Collective Code of Conduct and Privacy Guidelines

Thank you for being part of our community. To ensure the best possible experience for all members, we have established some basic guidelines for participation.

By joining and using this community, you agree that you have read and will follow these rules and guidelines. You also agree to reserve discussions and shared files and content to that best suited to the medium. This is a great medium with which to solicit the advice of your peers, benefit from their experience, and participate in an ongoing conversation. 

Please take a moment to acquaint yourself with these important guidelines. In order to preserve an environment that encourages both civil and fruitful dialogue, we reserve the right to suspend or terminate membership in this community for anyone who violates these rules.


Vendor discussions

There are a large number of high competence, highly opinionated PreSales professionals in The Collective eager to share their thoughts on how to solve various sales and customer success challenges. Discussions around vendors and tooling will invariably (and welcomely) arise. These are some standards as relates to these discussions.


Commentary by Vendors

In our community we have a number of professionals from various PreSales solutions and/or consultancies. 


This is not an accident, and is not only because some of these organizations run fantastically effective PreSales organizations whose learnings are well deserved by the group, but because as sell-side specialists of certain problems, they have good information to share (it’s their market, after all). 


That being said, it is important that vendor staff are mindful of their tone and approach when answering questions that touch on their space. By no means do we want to limit the ability of someone who works at a given vendor to propose how their particular solution could help with a problem. But it needs to be done in a way that is appropriate and relevant. No one likes a shill. So be particularly mindful of that, and bias away from selling. Use it as an opportunity to tighten down your “consultative hat” and put away your “closing cannon” :) 


When considering if a communication aligns with this standard, read it and think “Is there value in this aside from being a billboard for my offering?” and “Would others who read this who aren’t concerned about this offering learn something from this answer?” If the answer to either is no, don’t send it. E.g., “Happy to chat offline about XYZ” is just a public solicitation to both the asker, and others, and will get you (and probably your org) banned. Want to promote your org? Answer questions in a helpful and exhaustive way and make sure your signature line merchandises your role and org. Are you wondering what’s ok versus not? Well, if you feel tempted to write “Full disclosure, I work here” then it’s PROBABLY offsides.


As in, vendors, don't reply-all about your solution. It's never going to play well. 


Similarly, direct outreach to individuals who raise particular problems may be warranted, in a respectful, consultative manner. But commentary (not promotion) on a topic should be public first, and followed by private outreach. Trying to set demos/sales calls with people asking questions will get you banned. Forwarding a thread to sales person in your company will get you banned. Outreach that doesn’t align to these standards should be reported to PreSales Collective community management ( )


In the case where a vendor perceives a factual inaccuracy that is not a matter of opinion (e.g., “XYZ vendor doesn’t support integration with Office 365” and in fact, they do, please reach out to community management for assistance. Again: don't reply-all about your solution. It's never going to play well. 


Commentary on Vendors 

With that said on commentary by vendors, when commenting on vendors, please be constructive in any criticism. There are members of this community who put their heart and soul into their solutions, and while open to feedback, surely would not appreciate their solution being kicked around. Think about it like the Golden Rule: how would you like someone to talk about your solution in a public forum? 


Every once in a great while, members will provide outdated or false information about a product that is factually incorrect. In these instances, community management can send out corrections upon request. Examples of correctable items could be a claim of a lack of a certain API that has since been added, or a complaint about a missing feature that actually exists. Don’t send these out yourself (you will be banned).


Commentary by Consultants

We have a number of talented consultants in our community, and they are often wealths of knowledge. Their participation by adding pertinent, actionable commentary to questions is a welcome part of the community and a fantastic way to build reputation. 


That said, commentary by consultants that smells of lead generation behavior will be viewed negatively and lead to removal from community. “I’ve had a number of clients deal with this situation and would be happy to connect directly” is an advertisement and will get you removed. Similarly, content-free +1ing (prohibited elsewhere in standards as well) and “that’s awesome!” will lead to you being moderated or removed as well. Using your email signature as a billboard is not what this community is for. 

Other Rules
  • Respect others. Focus on the content of posts and not on the people making them. Please extend the benefit of the doubt to newer guests and members; there’s no such thing as a stupid question.

  • Respect the purpose of the community. Use the community to share successes, challenges, constructive feedback, questions, and goals instead of products or services that you provide. If you’ve found a product or service helpful, please share your experience with the group in a respectful way.

  • Use caution when discussing products. Information posted on the discussion groups and in the libraries is available for all to see, and comments are subject to libel, slander, and antitrust laws.

  • All defamatory, abusive, profane, threatening, offensive, or illegal materials are strictly prohibited. Do not post anything that you would not want the world to see or that you would not want anyone to know came from you.

  • Respect intellectual property. Post content that you have personally created or have permission to use and have properly attributed to the content creator.

  • When posting items in our collaborative environment, please indicate if the item is not available for reuse. It’s also advisable to contact the owner of any material if you would like to reuse it.

  • Post your message or documents only to the most appropriate communities. This helps ensure all messages receive the best response by eliminating "noise".

Discussion Group Etiquette

  • State concisely and clearly the topic of your comments in the subject line. This allows members to respond more appropriately to your posting and makes it easier for members to search the archives by subject.

  • Send messages such as "thanks for the information" or "me, too" to individuals, not to the entire list. Do this by using the "Reply to Sender" link in every message.

  • Do not send administrative messages, such as “remove me from the list,” to the group. Instead, use the web interface to change your settings or to remove yourself from a list. If you are changing email addresses, you do not need to remove yourself from the list and rejoin under your new email address. Simply change your settings.

The Legal Stuff

This site is provided as a service for the members of PreSales Collective. PreSales Collective is not responsible for the opinions and information posted on this site by others. We disclaim all warranties with regard to information posted on this site, whether posted by PreSales Collective or any third party; this disclaimer includes all implied warranties of merchantability and fitness. In no event shall PreSales Collective be liable for any special, indirect, or consequential damages or any damages whatsoever resulting from loss of use, data, or profits, arising out of or in connection with the use or performance of any information posted on this site.

Do not post any defamatory, abusive, profane, threatening, offensive, or illegal materials. Do not post any information or other material protected by copyright without the permission of the copyright owner. By posting material, the posting party warrants and represents that he or she owns the copyright with respect to such material or has received permission from the copyright owner. In addition, the posting party grants PreSales Collective and users of this site the nonexclusive right and license to display, copy, publish, distribute, transmit, print, and use such information or other material.

Messages should not be posted if they encourage or facilitate members to arrive at any agreement that either expressly or impliedly leads to price fixing, a boycott of another's business, or other conduct intended to illegally restrict free trade. Messages that encourage or facilitate an agreement about the following subjects are inappropriate: prices, discounts, or terms or conditions of sale; salaries; profits, profit margins, or cost data; market shares, sales territories, or markets; allocation of customers or territories; or selection, rejection, or termination of customers or suppliers.

PreSales Collective does not actively monitor the site for inappropriate postings and does not on its own undertake editorial control of postings. However, in the event that any inappropriate posting is brought to the attention of PreSales Collective we will take all appropriate action.

PreSales Collective reserves the right to terminate access to any user who does not abide by these guidelines.

Privacy Policy

Any personal information you provide to us including and similar to your name, address, telephone number and e-mail address will not be released, sold, or rented to any entities or individuals outside of our organization except as noted below.

With whom do we share the personal information we collect through this site:

Our Service Providers
We may share your personal information with companies (including our affiliates) that perform services on our behalf, for example, companies that help process credit card payments. Our service providers are required by contract to protect the confidentiality of the personal information we share with them and to use it only to provide specific services on our behalf.

Business Transfers
Your personal information may be transferred to another entity (either an affiliated entity or an unrelated third party) in connection with a merger, reorganization, dissolution or similar corporate event. If such a transfer were ever to occur, the acquiring entity’s use of your personal information will still be subject to this Privacy Policy.

Government and Legal Disclosures
We may disclose the personal information we collect through this Site, when we, in good faith, believe disclosure is appropriate to comply with the law (or a court order or subpoena); to prevent or investigate a possible crime, such as fraud or identity theft; to enforce our Terms and Conditions or other agreements that govern your use of this site; or to protect the rights, property or safety of our company, our users, or others.

External Sites
We are not responsible for the content of external internet sites. You are advised to read the privacy policy of external sites before disclosing any personal information.

A "cookie" is a small data text file that is placed in your browser and allows us to recognize you each time you visit this site (personalization, etc). Cookies themselves do not contain any personal information, and we do not use cookies to collect personal information. Cookies may also be used by 3rd party content providers such as news-feeds.

Remember The Risks Whenever You Use The Internet
While we do our best to protect your personal information, we cannot guarantee the security of any information that you transmit to us and you are solely responsible for maintaining the secrecy of any passwords or other account information. In addition other Internet sites or services that may be accessible through our site have separate data and privacy practices independent of us, and therefore we disclaim any responsibility or liability for their policies or actions. Please contact those vendors and others directly if you have any questions about their privacy policies.

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