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Customer Reference Program Resources

Business Case Checklist

for Building a Business Case for  a Customer Reference Program
You know you need it, but you’re not sure where to begin preparing a case. Right here! This checklist will help you organize and create a compelling argument for a formal program.

Hard Numbers for Your Business Case

If you’re looking for credible stats to bolster your case for a customer advocate program, we’ve got them for you! This infographic summarizes the report data included in a recent blog post.

Our Customers’ Success Stories

We’re passionate about our customers’ success! Read how we’ve supported vibrant and dynamic customer reference programs in a variety of environments and use cases.

Point of Reference Blog

You’ll find that we share tons of valuable information with both our clients and the general customer reference community. Check out our blog whenever you have a burning question and you’ll most likely find it covered here.

Our Customer Reference Maturity Model Assessment Tool

This tool is the basis for our program consulting and best practices that we include in every client relationship. It’s a great way to take stock of your current reference practices, and identify and prioritize areas for improvement.

Marketing Plan Outline for Creating a Customer Reference Program

Have a mandate to build a program and aren’t sure where to start? Here is both a marketing plan and project timeline that will give you plenty of structure, and a head start.


Best Practices for Maximizing User Adoption of a Customer Reference Program

User Adoption is essential for Customer Reference Program success. Change management is an inherent part of any new program. Learn what you need to do after launch to educate, promote and stay visible.

7 Keys to User Adoption of Customer Advocate Technology

Salespeople have plenty of tools they’re asked to use. Fortunately customer references are top of mind when closing a deal. That doesn’t mean users remember the tool, how to access it or how to use it. This paper provides best practices for ensure user adoption of a system.


ReferenceEdge Solution Overview

This is a one-page summary of ReferenceEdge for socializing internally with your leadership, the Salesforce team and peers, or to include in a proposal for budget.

The Native App Difference (infographic)

Yes, it really is powerful and a competitive advantage for your company! This one-page infographic provides the reasons for selecting a native app—ReferenceEdge—over one bolted on to Salesforce.

Reference Program Evolution Workshop Overview

Our one-day onsite workshop is the fastest way to see results whether you’re starting from scratch, or revitalizing an existing program.