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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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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Fulfillment, Program Management Jen Doyon, Principal Fulfillment, Program Management Jen Doyon, Principal

Supporting Sales Teams with References, Proactively!

Most Advocacy Professionals are tasked with the fulfillment of customer reference requests from Sales that are guiding prospective customers through the final stages of a sales cycle. Whether or not your team handles a large volume of incoming sales requests, there are numerous benefits to contacting opportunity owners ahead of them making reference requests.

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