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 ..read more

In this insightful interview, our Manager of Creative Services takes us behind the scenes of customer advocacy, sharing his decade-long experience in crafting compelling visual content. From managing video shoots to translating brand identities into impactful assets, he provides a detailed look at the creative process and the importance of attention to detail ..read more

We are dedicated to continuously exploring and adopting any and all new and creative technologies that can serve the needs of our clients. Today we’re publishing the seventh blog in our rapid-fire series detailing features and experiences working with cutting edge tech. You can find the previous edition of our Partner Platform Overview discussing Orca here. Today we’d like to chat about Deeto! This blog is not intended to be comprehensive, to cover all aspects of the platform, and in no way is meant to act as a guide or instruction manual. But there are a number of fun features here, and we’d ..read more

At Referential, we strongly believe that our success is directly tied to the success of our clients. To ensure their programs are successful, and that we can measure the impact, it’s often very handy to have tools in place to assist! Today we’re publishing the sixth blog in our rapid-fire series delving into the various partner platforms that we work with for our clients. You can find the previous edition of our Partner Platform Overview discussing here discussing SlapFive! This post, like some of the others, is a high-level look at what we find exciting about this platform. If it’s making ou ..read more

Today we’re publishing the fifth blog in our rapid-fire series taking a look at our partner platforms, the previous of which you can find here discussing ChampionHQ. As we said in previous posts, some of these delve into best practices, some look at product features we find particularly interesting and others talk genuine stories of data migrations. Today’s post will be speaking directly to some of the product features that get us excited about SlapFive! Founded by Jeff Ernst, former Forrester Analyst, who states that “I started SlapFive because I believe that customer stories, told in the cu ..read more

Welcome to the fourth post of our ongoing blog series exploring the diverse partner platforms we collaborate with for our clients! Previous posts in this series cover a range of topics including best practices, intriguing product features, and authentic stories of data migrations. You can find the most recent edition here discussing Base.ai! Today we’d like to chat about Champion, a Customer Marketing Platform (CMP) or Reference Management Software (RMS) or Customer Advocacy Platform (CAP) relatively new to the advocacy market. If you’re curious how Champion’s offerings, packed with features ..read more

At Referential, the size of our clients range as much as their needs. Over the years, we have provided services for enterprises in the Global 500, as well as projects for start-ups. For some, we assist with asset management and development; for others, we oversee reference requests and fulfillment. While the requirements often vary, what ties them all together? They are prioritizing the needs and voices of their customers.  This blog is the latest in our Partner Platform Overview week, and you can find the previous entry here discussing Point of Reference’s ReferenceEdge, but today we’d ..read more

At Referential, we fulfill the needs of our clients by continually seeking out and embracing innovative solutions. Today we’re publishing the second blog in a rapid-fire series delving into the various partner platforms that we work with for our clients. You can find the previous edition of our Partner Platform Overview discussing Upland Software’s RO Innovation here, but today we’d like to take a look at some of our favorite features of Point of Reference’s ReferenceEdge!   These attributes bring a level of precision and effectiveness to this Salesforce-native customer advocacy too ..read more

Today we’re publishing the first blog in a rapid-fire series delving into the various partner platforms that we work with for our clients. Some of these delve into best practices, some look at product features we find particularly interesting and others talk genuine stories of data migrations. The beauty of having an RMS (Reference Management System) or CAP (Customer Advocacy Platform) like Upland Software’s RO Innovation in place is that your request fulfillment process is significantly streamlined. With a robust tracking system like RO, advocate burnout becomes easier to avoid. While there ..read more

In the latest edition of our Referential “Employee Highlight” series, the first of which you can read here, we are once again providing our global team of consultants with an opportunity to shed light on themselves and their experiences working in Customer Marketing with some of the most visionary companies around the world. These are organized into a Q&A format, and each will focus on a specific theme, or one of Referential’s nine pillars of service. In this edition, our focus is on recruitment and best practices to build trust. Our discussion is with Advocacy Consultants Kristian Gallego ..read more