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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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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Data Management, Technology Anonymous Data Management, Technology Anonymous

Best Practices for Integrating RO Innovation with Salesforce

Have you ever dived into fulfilling an urgent reference request only to spend the next precious minutes hopping back and forth between your CRM and reference management systems, verifying that you’re using the most up-to-date customer data to identify the best-matching reference? Having easy, seamless access to current, real-time data – like account ownership, product usage, customer location and contact titles – can make a world of difference in how efficiently you can hone in on an ideal match for a reference request.

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