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!

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.

As Advocacy Consultants a lot of our time is spent reaching out to and learning about customers, either via email, phone, at events or through the internal support and sales teams associated with a customer. Each time we make a connection, we find out new information; customer insights that need to be added to our reference management systems (RMS) to ensure the most up-to-date details are available to use. Of course, over time, this information can become old and incorrect, or gaps may appear, but inaccurate data is of little use to its users!