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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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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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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Materials Creation, Program Management, Technology Alex Feber; Manager, Creative Services Materials Creation, Program Management, Technology Alex Feber; Manager, Creative Services

What My Eighth Grade Graduation and a Multibillion-Dollar Company Have in Common

Filming customer testimonials for our clients is a team process that involves multiple hours of work, which includes reviewing existing case studies and potential client interviewees. Maintaining regular touch points with the client to ensure there is a full understanding of the participants, and also to formulate relevant and valuable interview questions.

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Team Culture, Technology, Best Practices Denise Taylor, Senior Advocacy Consultant Team Culture, Technology, Best Practices Denise Taylor, Senior Advocacy Consultant

6 Steps to Successfully Work with Global Teams

The hardest part of getting buy-in from sales and customer success teams? These are busy people and often advocacy feels like just one more headache when their plate is already full. Read on for quick tips on how to encourage sales and customer success teams to engage with your cohort of customer champions!

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Data Management, Metrics and Reporting, Program Management, Technology Ryan Quackenbush, Principal Data Management, Metrics and Reporting, Program Management, Technology Ryan Quackenbush, Principal

Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 2 of 3

In part one of this series, I spoke about a way in which I put together a recruitment report for my clients using RO Innovation (formerly ReferenceView) that is both easy to assemble and to understand…

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Leveraging Tracked Content in RO to make Monthly Recruitment Metrics Easy, Part 1 of 3

Customer marketing and advocacy, like all other departments, needs to demonstrate its value to the larger organization. When Referential works with clients, I and my colleagues strive to ensure the quality of work we deliver is timely and, most importantly, impactful. What’s the quickest way to demonstrate this?

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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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