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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From Process to Precision: Essential Insights on Process Documentation and Data Management
In this insightful Q&A, a seasoned customer advocacy consultant with over eleven years of experience shares best practices for managing process documentation and data in customer reference programs. The discussion covers essential data points to prioritize, strategies for ensuring consistency and accuracy, and the importance of continuous process improvement. The consultant also highlights how critical it is to adapt documentation to an organization’s unique needs and goals while keeping it dynamic and accessible to the team.
Customer Advocacy Program Metrics: How to Adapt Reporting to Changing Business Priorities
How do you know when it’s time to adapt your metrics strategy, and how do you figure out which new accomplishments to report on? Read on for tips and examples of shifting company priorities that may signal it’s time to adapt your metrics and reporting strategy.
Avalara’s customer advocacy journey shows how the right support can turn a strong vision into a scalable, high-impact program. Senior Customer Advocacy Manager Anna Whiting shares how partnering with Referential helped Avalara select the right platform, drive internal alignment, and bring their advocacy strategy to life.