Welcome to the Referential Blog!

As a team of consultants embedded in dozens of unique customer advocacy programs at any given moment, Referential is constantly exploring, implementing, and improving on strategies and best practices.

Join us as we discuss the latest tips, tricks, and techniques in customer advocacy and customer marketing.

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Technology, Best Practices, Data Management Jen Doyon, Principal Technology, Best Practices, Data Management Jen Doyon, Principal

The Road to Advocacy Program Optimization

Jennifer Doyon, a Principal at Referential, shares insights from her 15 years in customer advocacy. In this Q&A, she discusses the key considerations when selecting a Reference Management System (RMS) or Customer Advocacy Platform (CAP), and how Referential helps clients justify their advocacy program budgets, optimize platform performance, and implement best practices.

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Program Management, Data Management, Best Practices Regina Dawkins, Senior Advocacy Consultant Program Management, Data Management, Best Practices Regina Dawkins, Senior Advocacy Consultant

From Process to Precision: Essential Insights on Process Documentation and Data Management

In this insightful Q&A, a seasoned customer advocacy consultant with over eleven years of experience shares best practices for managing process documentation and data in customer reference programs. The discussion covers essential data points to prioritize, strategies for ensuring consistency and accuracy, and the importance of continuous process improvement. The consultant also highlights how critical it is to adapt documentation to an organization’s unique needs and goals while keeping it dynamic and accessible to the team.

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Asset Creation, Materials Creation The Referential Team Asset Creation, Materials Creation The Referential Team

Balancing Creativity and Strategy From Concept to Creation

In this insightful interview, our Manager of Creative Services takes us behind the scenes of customer advocacy, sharing his decade-long experience in crafting compelling visual content. From managing video shoots to translating brand identities into impactful assets, he provides a detailed look at the creative process and the importance of attention to detail.

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Finding the Pieces to Your Advocacy Puzzle with Influitive

In the eighth and final edition of our Summer ‘ 24 Partner Platform Overview, we highlight Influitive, a platform with a significant history and impact in customer advocacy. Founded in 2010 by Marc Organ, Influitive has evolved into a comprehensive customer community platform, offering robust targeting capabilities, flexible challenge design, and comprehensive analytics. Discover why Influitive is a preferred tool for efficient management and impactful customer advocacy.

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Deeto, Advocacy Platform Overview, AI, Artificial Intelligence Natasha Owen, Senior Advocacy Consultant Deeto, Advocacy Platform Overview, AI, Artificial Intelligence Natasha Owen, Senior Advocacy Consultant

AI in Action: Customer Advocacy with Deeto

In this edition of our Partner Platform Overview series, we discuss how Deeto automates the creation of personalized reviews, matches prospects with suitable references, and tracks engagement to optimize marketing strategies. Discover the future of seamless customer experiences.

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Advocacy Platform Overview, SalesForce, Orca, Fulfillment Denise Taylor, Senior Advocacy Consultant Advocacy Platform Overview, SalesForce, Orca, Fulfillment Denise Taylor, Senior Advocacy Consultant

Whale of a Difference: Orca's Customer Advocacy Solutions

Orca is mapping the ocean of customer advocacy with its AI-driven, Salesforce native solutions. Orca enhances data accuracy and security while offering advanced features like AI-powered advocate matching, automated scheduling, and real-time alerts for key customer contacts. Its tracking and management tools, coupled with customizable analytics and extensive content integrations, make Orca a useful tool for any business looking to optimize their customer advocacy programs.

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Advocacy Platform Overview, Technology, SlapFive, Customer Engagement Lynn Watts, Advocacy Consultant Advocacy Platform Overview, Technology, SlapFive, Customer Engagement Lynn Watts, Advocacy Consultant

Customer Advocacy Gets a High Five with SlapFive

In today's competitive landscape, leveraging genuine endorsements is more critical than ever. SlapFive, a powerful Reference Management Software (RMS) and Customer Advocacy Platform (CAP), provides a robust solution to manage and amplify these assets. Here, we present a high-level overview of some key features that make SlapFive stand out.

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Unleash Advocacy Power with Champion

In this blog, Referential explores the benefits of integrating Champion’s customer marketing platform into your business strategy. In reviewing some of Champion’s exciting features, we look at how you can measure the revenue impact of advocacy interactions in real-time, enhance customer loyalty, and optimize your advocacy programs.

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Advocacy Platform Overview, Base.ai, Data Migration, Customer Communities Kristian Gallego, Advocacy Consultant Advocacy Platform Overview, Base.ai, Data Migration, Customer Communities Kristian Gallego, Advocacy Consultant

Let’s Talk Base Jumping        

Referential serves a diverse range of clients, from Global 500 enterprises to start-ups. In this blog, part of our Partner Platform Overview week, we highlight our recent experience migrating a global enterprise client from their existing Customer Advocacy Platform to Base.ai. With a tight deadline and nearly a decade of data to transfer, we ensured a seamless transition in just under a month!

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Stepping Up to the ReferenceEdge

These features of Point of Reference’s ReferenceEdge provide powerful tools to enhance a program’s customer advocacy efforts, and these are just a few examples of the capabilities we’re excited to see in action with our clients!

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RO Innovation, Fulfillment, Upland Software, Recruitment, Advocacy Platform Overview Emily J Feber, Advocacy Consultant RO Innovation, Fulfillment, Upland Software, Recruitment, Advocacy Platform Overview Emily J Feber, Advocacy Consultant

Fulfillment in Upland Software’s RO Innovation

Whether you're new to RO Innovation or an existing Upland customer, the platform offers a seamless fulfillment tracking experience, especially when managing activities across multiple accounts and contacts. By embracing the best practices, you can ensure optimal tracking, keep the request queue organized, expedite turnaround time, and most importantly, gain a sense of control and efficiency.

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