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.

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.

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.

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.

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.

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.

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.

As Advocacy Consultants a lot of our time is spent reaching out to and learning about customers, either via email, phone, at events or through the internal support and sales teams associated with a customer. Each time we make a connection, we find out new information; customer insights that need to be added to our reference management systems (RMS) to ensure the most up-to-date details are available to use. Of course, over time, this information can become old and incorrect, or gaps may appear, but inaccurate data is of little use to its users!