Brittnee Dawson

#8-references - March 27, 2025 at 05:57 PM

love it! Thank you! I added Jenna on my team as optional if she is able to make it.

#8-references - March 26, 2025 at 09:27 PM

THANK YOU!! 🙏 - Feel free to schedule a time that works for you here. 🙂 https://calendar.app.google/aLFhSYk4KFbjw9Fi8 (trying this new Google cal link thing. ha hope it works for you)

#8-references - March 26, 2025 at 05:18 PM

@Jenna Feldman^ 🙂 Good thread to reference for our project.

#8-references - March 26, 2025 at 03:50 PM

Thank you all so much for this dialogue! It is giving me a lot of things to think about.

Sarah - along with this, we are starting to implement Peerbound, which I hope builds some excitement on another channel to get customer proof at scale. For example, it will auto deliver like quotes/case studies/etc. every Monday to reps that are relevant to open opps that they have. With that said, you give us something thinking about on how to support the "lil" opps while we have a program for the larger opps.

#8-references - March 25, 2025 at 12:54 AM

love that stat! Congrats on the big wins! I am going to put it in my deck. One company saw a 65% CW with references. Are you okay with that?

I also like the idea of a survey. LIkely the route we may need to go.

#8-references - March 24, 2025 at 09:10 PM

The opp size is very interesting! noted.

Four business days is impressive! I like your idea of basing it on a percentage of the length of the deal.

Out of curiosity, how did you discover the sales reps who were making so many references? We have no idea it was happening.

#8-references - March 24, 2025 at 08:52 PM

Hi All 👋 My team is building our company's first formal customer reference program in Q2. We're moving away from an informal system and towards a structured program. I have built and managed programs in the past (been a couple years). We all know B2B best practices are constantly changing, especially in 2025. I'm eager to learn from this group's recent experiences.

⁉️ If you were to start a reference program today, what essential steps, experiences, or "guidelines" would you establish initially?

Things I am thinking about: rules of engagements (give a reference to get a reference?, opp stages/size?) AM involvement - yes or no?, gifting?, fulfillment time SLA?, pilot strategy?

Fun fact: We will build this with Champion on their new SFDC app. Pretty excited about some of the efficiency that will provide.

#8-references - March 24, 2025 at 08:35 PM

HI Amanda - we are about to start building/launching our reference program with Champion. Do you use the new Champion reference flow within Salesforce? If so, are you open to chat?

Reading through this channel is giving me nightmare on building this.... 🫠 Yay reference programs. 😉

#jobs - February 06, 2025 at 09:54 PM

Hi Kelly - I'll DM you. 🙂

#jobs - February 04, 2025 at 04:10 PM

Happy to chat! 🙂 Lifecycle roles now posted.

https://boards.greenhouse.io/alphasense/jobs/7813186002

https://boards.greenhouse.io/alphasense/jobs/7813151002

#general - January 21, 2025 at 05:44 PM

To my fellow customer marketers 👋 this year I have set a goal to step out of my professional comfort zone. I kicked it off with a bang by being a guest on a podcast! 🤪

I invite you to take a listen, and I am happy to continue the discussion.

How are you connecting advocacy to revenue? What are your KPIs? What is your big focus for 2025?

https://www.linkedin.com/posts/inverta-group_b2bmarketing-customermarketing-revenuedriven-activity-7287510524949413888-18f1?utm_source=share&utm_medium=member_ios

#general - January 10, 2025 at 03:19 PM

haha oh no! deleting...haha no idea how this just happened!

#general - January 10, 2025 at 03:17 PM

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#general - January 08, 2025 at 09:44 PM

2025 is an evolving year for sure!! What type of programs are you currently managing? i.e. customer marketing means 5000+ 😉 different things. Do you manage adoption, growth, and advocacy? Events? CABs? Depending on what your organization looks like, this year may look different.

Technology is making a big splash for us in terms of how we can provide efficiency to drive revenue and growth for the company. For example, we are using Champion to better track job changes (talk to @Gianna Scorsone for more info) and connecting to lifecycle programs. While also implementing Laudable (connect with @Angela Ferrante) to make it easier to access customer voice.

(Long answer, so much to say, happy to chat! 🙂)

#general - January 08, 2025 at 09:38 PM

Thanks for the mention Mary. Happy to chat Nicole. 2025 is definitely an evolving year.

#discussions - November 19, 2024 at 10:46 PM

This is incredibly insightful—thank you for sharing! I really like the idea of incorporating a checkbox into a single agreement.

Currently, over 50% of our customer base has had the language removed from their contracts, so we’re in a bit of a backtracking situation.

A follow-up question for clarity: What’s your threshold for approvals? For example, if a customer approves logo usage, do you follow up with them again to formally approve a quote via a separate document? (or that is more of a courtesy awareness)
I assume more comprehensive uses, like case studies, would still require formal approval documentation if not detailed previously.

#discussions - November 19, 2024 at 05:26 PM

We’re evaluating how to manage customer experiences around logo usage, quotes, case studies, and speaking engagements for 2025. As we work in the financial sector, we’re dealing with extra scrutiny on what needs to be formally agreed to. Many of our customers have had their marketing rights removed in their initial contracts, so there are scenarios where we need to go back to them to clarify what we can and can’t do. (which is also a best practices to let the customer know how we are using their voice, right!)

My main question is: What are your best practices regarding customer agreements for logos, quotes, case studies, speaking engagements, etc.? Do you manage these through separate agreements, or is there a single agreement that covers all these requests?

Once you get the " yes, " it's not always the most enjoyable part of the job, but we’re reassessing how to handle these requests more effectively. We would love to hear how others approach this.

(Does anyone have the magic to make this part easy. 😉)

#general - October 15, 2024 at 01:37 PM

@Jenna Feldman - See some proof here for a sentiment/quote for our Laudable biz case. 🙂

#general - August 16, 2024 at 02:23 PM

@Ciana Abdollahian & @Carey Jordan - At Alphasense, we are creating a Communication Council business case as well. If you don't mind, would it be okay if I joined your conversation?

#discussions - July 17, 2024 at 04:36 PM

@Jenna Feldman - Interesting thread here based on our current challenges. 🙂

Thanks for sharing your experience, everyone. You are not alone. ❤️

#jobs - January 25, 2024 at 02:14 PM

Hi Jessica, Please get your application in and I'll take a look. If you have specific questions, feel free to DM me. Best of luck to you!

#jobs - January 23, 2024 at 01:59 PM

@Ari Hoffman!!! Such a sweet compliment. THANK YOU!! ❤️ (Side note: let's catch up soon!)

#announcements - July 06, 2023 at 01:47 PM

Hi Angela - I am interested!

#announcements - March 27, 2023 at 02:20 PM

I am going to go in depths of Asana and Google to see what we can make happen. Try to make some magic that us marketers need to do. 😉

#announcements - March 27, 2023 at 02:19 PM

Thank you all!

#announcements - March 24, 2023 at 02:28 PM

Happy Friday!! 🎉

A CMA-like question (but not really, kinda?) - I am partnering with our prospect-facing DG team to put together an internal-facing calendar that shows prospect AND customers outbound activities. The cal would showcase the event/activity + resources to promote that activity.

Challenges:
• We do not have a intranet. Basic Google drive and calendar use across the company
• Marketing manages all of our schedule in Asana (which the rest of the org doesn't have access to) What is efficient for the marketing team that won't create duplicate tasks?
• Our content is managed on Guru, not the best solution
• Sales and CS want to filter by segment (not see EVERYTHING that applies to their accounts)
From an enablement perspective - how do you showcase all your marketing activity across the organization?

#random - March 15, 2023 at 04:27 PM

Thank you all for great insights in such a quick time. Appreciate it! I will pass all of this to our reviews manager.

#random - March 15, 2023 at 03:50 PM

Thank you all!!Customer marketing is so new to my organization that community or a full advocacy program site are not built yet. 🤪 really stretching to get engagement. ha

#random - March 15, 2023 at 02:53 PM

Third-party review question -

Every quarter we pick a vendor (G2 or Trustradius) to do a campaign for reviews. To create the list to send to the vendor to do their email promotion, we pick promoters from NPS that quarter to include in the campaign.

What other criteria do you use to include in your review campaigns?
What is your frequency cap for asking for reviews? (I have in my head, six month minimum)