Alec Hulitzky, Customer Marketing Manager at Seismic, shares how automating customer advocacy with ReferenceEdge transformed Seismic’s advocacy program—making it more efficient, scalable, and impactful. If your organization is managing advocacy manually with spreadsheets or disparate tools, this resource offers a real-world look at how a Salesforce-native platform can automate core advocacy workflows and drive better business outcomes.
Customer advocacy programs are only as strong as the processes and tools that support them. Manual advocacy management often leads to inefficiencies, data inconsistencies, and lost opportunities to activate advocates at key moments in the buyer journey. ReferenceEdge was designed to solve these challenges by centralizing advocate data and automating repetitive tasks, freeing program managers to focus on strategic engagement rather than administrative overhead.
Throughout the video, Alec walks through how ReferenceEdge streamlined workflows for Seismic’s customer advocacy team—from advocate recruitment and profile tagging to automated reference requests and activity tracking. One of the platform’s most powerful capabilities is its automation of routine processes, such as routing reference requests, following up on advocate use, and ensuring advocate profiles stay current. These features dramatically reduce manual effort and eliminate bottlenecks that slow down advocacy activation.
ReferenceEdge also integrates directly with Salesforce CRM, meaning that all advocate information, reference activities, and related customer content live within a single source of truth. This Salesforce-native architecture ensures real-time data accuracy, seamless user experience, and tighter alignment between customer success, sales, and marketing teams. Organizations can tag advocates with metadata like industry, product use cases, or preferred activities—making it easy for stakeholders to identify and activate the right voices at the right time.
In the discussion, Alec highlights how automation not only improves internal efficiency but also enhances the advocate experience. Instead of advocates being inundated with manual reference requests or repetitive asks, ReferenceEdge helps manage advocate involvement intelligently—tracking use limits and preventing overuse so advocates stay engaged and valued without feeling overwhelmed.
ReferenceEdge’s automation extends to program insights and measurement as well. Built-in dashboards and reports help teams monitor key advocacy metrics, such as reference activity volume, revenue influenced, and advocate engagement—giving leaders the visibility needed to demonstrate program value and inform strategic decisions.
Whether you’re leading customer marketing, advocacy, or customer success, this video offers practical insights into how ReferenceEdge can elevate your program. From scaling outreach to driving cross-functional alignment and improving advocate satisfaction, automating customer advocacy with the right technology enables teams to move beyond tactical management and toward strategic, measurable growth.
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