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!

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!

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.

As an agency that for most of the time functions 100% remotely, we greatly value the opportunity to be together. Once a year, Referential consultants venture from near and far to spend a week with one another team building, presenting, and exchanging ideas.

In this Q&A, we delve into insights shared by Referential's Advocacy Consultants, Kristian Gallego and Rob Lisama, on the challenges and strategies involved in customer recruitment for advocacy programs. They discuss overcoming common hurdles like database management and client engagement, emphasizing the importance of trust-building and leveraging technology effectively to drive successful recruitment outcomes.

Catch more advocates with a proactive 'assumptive invite' strategy. Referential’s personalized approach respects a would-be participants’ time while highlighting the value of joining an advocacy program. Opt-out options and flexibility ensure a positive experience. Learn how to boost your recruitment rates today!

The best way for a customer advocacy program to survive long-term is to establish metrics and reporting functions early on that prove – to stakeholders and upper management – the value of the program, both at a high-level and in-depth. Read through this Q&A with Sr Advocacy Consultant Denise Taylor to learn more!

Program justification has taken a vocal seat at the table, education across departmental silos and stakeholders has never been more important. Proving the value of what you do is now, perhaps more than ever before, a business imperative. The “so what?” for customer advocacy is a question ringing loudly in everyone’s ears. Luckily, across the industry both the tools in use, and the practitioners using them, can loudly answer this query.

It has been evident in 2023 that customer advocacy has encountered many ups and downs. Within a year where program cutbacks, re-orgs, budget reviews and department shifts have featured heavily, the age-old question has come up time and time again: “can we do more for less?”

One of the most meaningful and powerful bi-annual metrics that we have in our portfolio, Client Lifetime Total Revenue and Longevity (CLTR-L) was developed to evaluate the dollar value of a client relationship over the length of the contract, and the longevity of the relationship. This metric enables us to quantifiably contrast the average value of active advocates against the average value of non-advocates. From this, we can help our clients demonstrate the tangible business impact that active advocates are making on just their part of the overall revenue.

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!

This blog features a Q&A with Senior Advocacy Consultant Barbara Leavy, in which she speaks about her experience managing the advocacy program at a fortune 500 company. Topics include navigating acquisitions, setting client expectations, the challenges of massive product portfolios and more!