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.

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!

The Referential Team offers some insights into the trends we observed in customer marketing in 2022, and what we feel this may portend in 2023, read on for our insights.

Putting together a recruitment report using RO Innovation (formerly ReferenceView) is easy to put together, and easy to understand!

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…

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?

Small shifts in the way meetings are held mitigates the fatigue we feel jumping from meeting to meeting, to emails, and other tasks. Here’s some great advice on how to avoid the dreaded Zoom Fatigue.

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.

Although most advocacy professionals wouldn’t mind an extra pair of hands to help with the countless responsibilities in a day, not everyone is lucky enough to have personal assistance with general daily tasks. If you are in a position where you are constantly scheduling meetings with customers, you may find that the task is very time-consuming. Going back and forth in email to find a time to meet can be tedious and reduce productivity. In addition, it can be a hassle to determine the correct time zone and the appropriate meeting time when contacts are located in different regions.