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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Technology, Point of Reference, ReferenceEdge, Advocacy Platform Overview, Fulfillment, Recruitment, SalesForce Jerry Kleva, Senior Advocacy Consultant Technology, Point of Reference, ReferenceEdge, Advocacy Platform Overview, Fulfillment, Recruitment, SalesForce Jerry Kleva, Senior Advocacy Consultant

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!

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RO Innovation, Fulfillment, Upland Software, Recruitment, Advocacy Platform Overview Emily J Feber, Advocacy Consultant RO Innovation, Fulfillment, Upland Software, Recruitment, Advocacy Platform Overview Emily J Feber, Advocacy Consultant

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.

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