When launching a customer advocacy program, many teams struggle with limited tools, unclear strategies, and competing priorities. A global tax compliance company overcame these hurdles by partnering with Referential for expert platform selection, Salesforce integration, and long-term strategic support. The result: a scalable advocacy program aligned with business goals and designed to drive measurable impact.

Managing customer advocacy recruitment at scale often means juggling spreadsheets, account executives, and repetitive emails. By structuring data for Zapier automation, you can cut hours of manual work while keeping outreach accurate, personalized, and impactful.

At CustomerXCon 2024, Cisco Meraki’s former Director of Global Customer Marketing shared how a small team leveraged external support to successfully launch a major advocacy project—proving that the right partner can drive both strategic direction and scalable results.