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Measurable ROI & Customer Outcomes | Carlos Gonzalez

Measurable ROI & Customer Outcomes | Carlos Gonzalez

Unlock the strategic value of customer advocacy by learning how to measure measurable ROI and tangible customer outcomes in your organization. In this insightful video, Customer Marketing & Advocacy (CMA)expert Carlos Gonzalez breaks down how modern advocacy programs — powered by tools like ReferenceEdge — move beyond anecdotal wins to data-driven business impact.

Why Measuring ROI Matters for Customer Advocacy

Customer advocacy has long been seen as a “soft metric”— great for sentiment but hard to quantify. Carlos explains why this mindset must change if advocacy is to earn executive support, secure budgets, and tie directly to key performance indicators like revenue influence, pipeline impact, churn reduction, and customer success outcomes.

Carlos illustrates how ReferenceEdge enables teams to:

  • Tie advocacy activities to revenue generation and sales pipeline growth
  • Track reference calls, case studies, validations, and other advocate engagements with full visibility
  • Measure customer outcomes across every stage of the lifecycle
  • Show business value to leadership with concrete metrics, not just stories
  • Align cross-functional teams (Sales, Marketing, Customer Success) around measurable goals

This content is essential for any CMA, CRM, or customer success leader looking to prove program impact with numbers instead of anecdotes.

What You’ll Discover in This Video

How to Link Advocacy Activities to Revenue

Carlos shows how to connect specific advocacy interactions —such as sales references, peer-to-peer calls, and testimonials — directly with influenced deals and revenue outcomes. Rather than simply counting activities, he focuses on measuring business impact.

Centralizing Customer Evidence for Strategic Use

One of the biggest obstacles to measuring ROI is fragmented data. In the video, Carlos explains how centralizing advocate profiles, history, and interactions in a CRM-native tool (like ReferenceEdge) enables complete tracking and analysis.

Tracking Outcomes Across the Full Customer Lifecycle

From onboarding and early adoption to renewal and expansion, this session highlights how to capture customer outcomes at every phase — and how they feed into measurable business metrics that matter to executives.

Presenting Advocacy ROI to Leadership

It’s one thing to measure results — and another to communicate them effectively. Carlos shares best practices for presenting ROI findings to senior leadership in terms they value, supporting stronger funding and broader organizational buy-in.

Why This Matters Today

In the competitive landscape of B2B SaaS and enterprise technology, customer advocacy is a strategic asset that drives growth, retention, and brand credibility. But without the ability to measure its impact, advocacy is too often treated as a nice-to-have rather than a mission-critical driver of business outcomes.

Who Should Watch This Video

This video is valuable for:

  • Customer advocacy and customer marketing professionals
  • Sales and marketing leaders seeking measurable metrics
  • Customer success teams who want to tie activities to outcomes
  • Program managers responsible for demonstrating ROI to executives
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