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.
Scaling Customer Advocacy with the Right Support
Scaling Customer Advocacy with the Right Support

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.

Cutting Monthly Outreach Hours Without Cutting Corners 
Cutting Monthly Outreach Hours Without Cutting Corners 

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.

Executing Large-Scale Customer Advocacy at Meraki
Executing Large-Scale Customer Advocacy at Meraki

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.

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Program Management Denise Taylor, Senior Advocacy Consultant Program Management Denise Taylor, Senior Advocacy Consultant

Selling Sales on the Benefits of a Customer Advocacy Program

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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Fulfillment, Program Management Jen Doyon, Principal Fulfillment, Program Management Jen Doyon, Principal

Supporting Sales Teams with References, Proactively!

Most Advocacy Professionals are tasked with the fulfillment of customer reference requests from Sales that are guiding prospective customers through the final stages of a sales cycle. Whether or not your team handles a large volume of incoming sales requests, there are numerous benefits to contacting opportunity owners ahead of them making reference requests.

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