Jennifer Eberhart

#8-references - September 02, 2025 at 02:45 PM

This is great. Thank you!

#8-references - September 02, 2025 at 02:31 PM

Super helpful, thanks! We are an IT company that works with hospitals/health systems so it's good to think about the context of industry when talking about the rates of participation, since many of our customers are not willing to be named (similar to security). Also, I think that we're going to change the way that we ask the question in the survey - right now it is a yes or no field, which then leads you into a secondary question about which questions people are willing to participate in. However, I think that if we just ask the question in a similar way to how you've phrased it, it allows for less friction.

#8-references - August 25, 2025 at 08:31 PM

Hello! For those of you that use NPS to source references - can you tell me a bit about that? Here's specifically what I'm looking for:
1. If you just ask those that are promoters (and potentially passives) via the survey if they are willing to be a reference in a yes/no question, can you share the percentage of people that usually say yes? I'd like to see what other companies' results look like.
2. If you don't ask them to be a reference in the survey, how do you go about it?

#general - August 04, 2025 at 06:06 PM

More communications-focused, not HR as a whole - though some people have internal comms sit in HR. I find that I take on quite a bit of internal comms responsibilities while sharing about the reference program/others that I own, so just trying to see if anyone knew of any internal comms groups!

#general - August 04, 2025 at 05:54 PM

Does anyone have any recommendations on Slack groups (or other channels) similar to this one that are focused on internal communications?

#general - April 17, 2025 at 06:35 PM

@Gianna Scorsone I love the thought process of asking for their challenges in order to workshop and then make them feel part of the solution. Also really love the idea of getting tagged in the Win Wire announcements - while we typically have low visibility from Sales on a lot of Slack channels, the Win Wire always gets a ton of eyes and engagement.

#general - April 17, 2025 at 06:33 PM

Thanks everyone, for your feedback! This is all super valuable.

#general - April 15, 2025 at 04:12 PM

Hey there! I'd love to hear about how others have gained buy-in from sales leadership to hold their teams accountable to participate in the reference program: 1. through nominating references, and 2. following the correct process for requesting references. Here's our situation:

Nominations: Though references typically come from/are managed by CX, we've realized that the references we really need in our program (executives, who we want to turn into advocates) are owned by Sales. We've tried in the past to ask for Sales to nominate references, providing all the reasoning as to why it matters, to no avail. I don't have quite enough data yet to showcase how reference calls accelerate deals or increase win rate.

Requests: No specific through-line on reasoning here, but it seems to be the classic back-pocket reference situation.

Ultimately, the leaders typically agree with everything we say about why participation is important, but when it comes down to it, there's little desire to follow-through.

#general - October 30, 2024 at 06:42 PM

Thank you!!! So good to know!

#general - October 30, 2024 at 06:13 PM

These are great tips. Thanks so much!

#general - October 30, 2024 at 01:19 PM

Ah I LOVE Asana! Unfortunately my organization moved us off Asana and onto Smartsheet around a year ago. But maybe I can use this as more of a reason to move back... If someone wants to just view the tracker, not contribute to the changes, do they also need to have a seat in Asana?

#general - October 30, 2024 at 12:35 PM

Hello! Does anyone have any Excel/Google Sheet templates for a project management tracker for case studies? Right now we are tracking ~50 case study efforts across different products, stages, etc. and I need to keep this information organized for myself to project manage, as well as for others from multiple departments to easily check. This sheet includes customers that we want to ask for a case study, and tracking their approval, along with all of the other steps. Our case study efforts are usually in progress for around 6+ months since we start before implementation, and then end a few months after go-live, so there are a lot of small intricate steps to keep track of for a while. The sheet that I have right now is getting muddied between all the intricate steps, so would be interested to see what others are using.

#discussions - July 08, 2024 at 06:12 PM

Yes, if we don't already have permission to use their logo via our contract. Otherwise we'll likely just reach out as a courtesy.

#discussions - July 05, 2024 at 12:51 PM

I love the idea of building the "amplify" step into launch. Thank you!

#discussions - July 03, 2024 at 07:39 PM

Oh love that - thank you!

#discussions - July 03, 2024 at 04:00 PM

Happy Wednesday! Anyone have any examples of successful customer go-live social media shout outs? We want to start highlighting our customers on LinkedIn as they go live with one of our products, but I'd like to see what direction others have gone in with graphics/copy.

More background: some customers are completely new, some have been with us for a while and added on a new product, and everything in-between.

#general - April 01, 2024 at 02:38 PM

@Ann Crilley I use ReferenceEdge which is native to SFDC, and it's pretty much self-serve. I'm only a few months in but I really like it so far. All requests are sent to our account owners (customer experience team) for approval. The only time I step in is when a Sales rep can't find a match. But if you have enough references, then you should be good to go.

#general - April 01, 2024 at 02:34 PM

@Amanda Schulte I just launched my built-from-scratch reference program in January, and would be happy to chat through my process! I have less of a proven-value perspective, since it's still so new, but I can share how I went about building the program/who was involved/how we added users, etc.

#general - March 13, 2024 at 12:25 PM

Also looking for salary information here, but at a different level (3-5 years experience, associate-mid level). Does anyone have access to the Influitive or SlapFive salary resources @Mary Green (Owner CMAweekly) mentioned?

#general - March 07, 2024 at 01:01 PM

@Asha May Oh this sounds like a great experience. How did you all decide on mostly using newly activated customers rather than veterans? Would you ever use the discussed content elsewhere (like a case study, etc.)

#general - March 06, 2024 at 02:22 PM

Hi all! My team is wanting to put together a plan for group reference calls, sort of like a gated customer panel. We find that a lot of our prospects ask similar questions, and we're working off of a very small reference base for some of our products, so scheduling more of a small group setting once a quarter would help cut down on reference call requests.

Does anyone have experience doing this? I'd love to hear best practices, strategies, etc. How many questions do you try to gather beforehand? How do you go about gathering those questions? Do you cap the number of attendees? What's a good number of reference panelists? Do you use a webinar format or regular Zoom call so the references can talk directly to the prospects?