See how your advocacy program can move beyond qualitative wins — and deliver real, quantifiable ROI, pipeline influence, and customer outcomes. In this short video, you’ll hear from CMA expert, Carlos Gonzalez, as he explains how ReferenceEdge helps you:
• Measure the true business impact of your customer advocacy program — not just the activity volume, but outcomes like influenced revenue and sales acceleration.
• Centralize and organize your advocate data, including reference profiles, activity history, and interaction preferences.
• Automate and scale reference workflows — from recruiting and nominations, to requests, feedback, and profile maintenance.
• Track advocacy directly in Salesforce, giving full visibility into how advocate involvement maps to closed-won deals.
• Reward and engage both internal users (sales, marketing, CS) and your customer advocates — using built-in gamification and points systems.
• Get structured feedback after every advocate activity — so you can evaluate effectiveness, learn, and optimize.
• Monitor and manage the health of your advocacy program over time, using dashboards, reporting, and KPIs tied to business goals.
Customer advocacy is a powerful engine — but without the right measurement tools, it often lives in anecdote. With ReferenceEdge, you can:
• Shift from “how many references did we get?” to “how many deals did we influence?”
• Link reference activities (calls, case studies, peer-to-peer conversations) directly to real revenue.
• Demonstrate to leadership the strategic value of advocacy by tying it to core company metrics.
• Make data-driven decisions to optimize your customer advocacy program for impact.
Here are some of the ReferenceEdge features that make its measurement capabilities strong:
• Salesforce-Native Architecture: All your reference data lives inside Salesforce — no separate system, no data sync issues.
• Request Automation: Streamline reference requests (calls, content, events) with automated workflows and routing.
• Profile Update Minder: Automatically prompt account owners, CSMs, or other stakeholders to keep reference profiles fresh, ensuring your data stays accurate.
• Advocate Feedback Loop: Built-in feedback requests after each activity to capture performance, satisfaction, and insights.
• Gamified Rewards: Point systems and leaderboards encourage user adoption and ongoing engagement from both internal users and customers.
• Program Health Monitoring: Dashboards and templates (26 quick-start templates included) help you set, track, and analyze advocacy KPIs.
• AI & Analytics: Use predictive tools like the Advocacy Gap Predictor to anticipate where you'll need more advocate capacity and make proactive recruitment decisions.
• Built for Growth: If you’re scaling a customer advocacy or reference program, ReferenceEdge gives you structure, data, and automation.
• Strategic Insights: Tie advocacy activities to meaningful business outcomes — not just “number of references.”
• Cross-Functional Alignment: Sales, Marketing, Customer Success, and Ops can all work in one common system, making your advocacy program more efficient.
• Leadership Buy-in: With measurable KPIs, you can clearly demonstrate ROI to executives and decision-makers.
• Sustainable Engagement: Gamification and feedback keep both advocates and internal users active in the long run.
If you care about scaling your customer reference program, and ensuring your advocacy program is as impactful as it can be, then you’ll want to watch this video.
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