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.

Looking for something specific?

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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Metrics and Reporting, Program Management, Technology, Advocacy Platform Overview Ryan Quackenbush, Principal Metrics and Reporting, Program Management, Technology, Advocacy Platform Overview Ryan Quackenbush, Principal

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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Customer Communities, Company News Ryan Quackenbush, Principal Customer Communities, Company News Ryan Quackenbush, Principal

#TOP100CMA: The Who's Who Of Customer Advocacy

Recently, our partners at Crowdvocate initiated a nomination process and subsequent vote to establish within the customer advocacy community a list of the who’s who, or the more influential among us in the advocacy community. It’s with great pleasure that we at Referential are able to report: we have two of our own voted in to share the spotlight!

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