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.

See a topic you’d like to learn about in greater detail? Contact us! We’d love to start a conversation.

Customer Marketing and Advocacy Blog | Referential Inc.
The Road to Advocacy Program Optimization
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.

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

Balancing Creativity and Strategy From Concept to Creation
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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Technology, Point of Reference, ReferenceEdge, Advocacy Platform Overview, Fulfillment, Recruitment, SalesForce Jerry Kleva, Senior Advocacy Consultant Technology, Point of Reference, ReferenceEdge, Advocacy Platform Overview, Fulfillment, Recruitment, SalesForce Jerry Kleva, Senior Advocacy Consultant

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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Recruitment, Best Practices, Program Management The Referential Team Recruitment, Best Practices, Program Management The Referential Team

Recruitment and Trust Go Hand-In-Hand: Employee Highlight Series

In this Q&A, we delve into insights shared by Referential's Advocacy Consultants, Kristian Gallego and Rob Lisama, on the challenges and strategies involved in customer recruitment for advocacy programs. They discuss overcoming common hurdles like database management and client engagement, emphasizing the importance of trust-building and leveraging technology effectively to drive successful recruitment outcomes.

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Recruitment, Best Practices, Customer Engagement Emily J Feber, Advocacy Consultant Recruitment, Best Practices, Customer Engagement Emily J Feber, Advocacy Consultant

Assumptive Recruiting: Getting On Their Calendar

Catch more advocates with a proactive 'assumptive invite' strategy. Referential’s personalized approach respects a would-be participants’ time while highlighting the value of joining an advocacy program. Opt-out options and flexibility ensure a positive experience. Learn how to boost your recruitment rates today!

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Program Management, Best Practices, Meet the Team, Team Culture, Fulfillment, Recruitment, Customer Communities Barbara Leavy, Senior Advocacy Consultant Program Management, Best Practices, Meet the Team, Team Culture, Fulfillment, Recruitment, Customer Communities Barbara Leavy, Senior Advocacy Consultant

Employee Highlight: Advocacy Program Management at a Fortune 500 Company

This blog features a Q&A with Senior Advocacy Consultant Barbara Leavy, in which she speaks about her experience managing the advocacy program at a fortune 500 company. Topics include navigating acquisitions, setting client expectations, the challenges of massive product portfolios and more!

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Customer Engagement, Program Management, Recruitment, Training and Certificates Taylor Messer, Advocacy Consultant Customer Engagement, Program Management, Recruitment, Training and Certificates Taylor Messer, Advocacy Consultant

The Top Six Steps to Effective Communication

Effective communication is important for Project Managers and all professionals, alike. It forms the basis of any successful endeavor. You must be able to clearly convey a message while synthesizing responses from your audience.

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