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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Inside Beta & Bubbles: Why Trusted’s Platform Matters for Growth, Community, and Customer Trust
Beta & Bubbles, Trusted’s beta launch event, was an event where leaders and practitioners gathered to explore how trust, advocacy, and customer relationships are influencing modern growth strategies. The event highlighted the growing importance of trust-led growth and how platforms like Trusted are helping organizations make trust measurable and actionable.
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.
Finding the Pieces to Your Advocacy Puzzle with Influitive
In the eighth and final edition of our Summer ‘ 24 Partner Platform Overview, we highlight Influitive, a platform with a significant history and impact in customer advocacy. Founded in 2010 by Marc Organ, Influitive has evolved into a comprehensive customer community platform, offering robust targeting capabilities, flexible challenge design, and comprehensive analytics. Discover why Influitive is a preferred tool for efficient management and impactful customer advocacy.
AI in Action: Customer Advocacy with Deeto
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.
Whale of a Difference: Orca's Customer Advocacy Solutions
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.
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.
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.
Let’s Talk Base Jumping
Referential serves a diverse range of clients, from Global 500 enterprises to start-ups. In this blog, part of our Partner Platform Overview week, we highlight our recent experience migrating a global enterprise client from their existing Customer Advocacy Platform to Base.ai. With a tight deadline and nearly a decade of data to transfer, we ensured a seamless transition in just under a month!
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!
Fulfillment in Upland Software’s RO Innovation
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.
Program Management of an AdvocateHub: Let’s Talk Naming Conventions
When you become an admin of an Influitive AdvocateHub, it is essential you think both short and long term about overall strategy. This post explains a simple best practice that enables admins to see the dates, target audience, challenge creator and more at a simple glance and, more importantly, with a simple search!
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.


Learn how to launch a customer advocacy program that scales. Start with a 90-day pilot to identify champions, measure impact, and grow efficiently by using this step-by-step approach to building a scalable customer advocacy program: start small, measure what matters, and accelerate impact.