Caroline Englert

#general - April 17, 2025 at 03:35 PM

TY! so much

#general - April 17, 2025 at 01:17 PM

@Gianna Scorsone I would love to see your slide if you are open to sharing - this sounds incredible and something I'm looking to do!

#general - April 04, 2025 at 12:46 PM

I use our own software, Quickbase for this. It's still manual and not perfect, but captures enough.

#cabs - March 28, 2025 at 12:45 PM

Such a great idea! Thanks for sharing!

#8-references - March 26, 2025 at 01:18 AM

Love that, @Sarah McCoy! My team is doing a lot of that that but like the idea of making it a more formal "request" process vs lots of Slack 1-offs.

#8-references - March 25, 2025 at 02:36 PM

A few things I've learned with references -
1. Only fill a reference if the deal is in a certain stage - for us it 03 when there had been a "tech win". If possible, make it not even possible to request the reference until the deal is in that stage.
2. Build up your list of customer references (at least 50) before launching the program and be able to share the account info & title w/ sellers
3. Make a very clear fulfillment time SLA

#8-references - March 24, 2025 at 08:00 PM

this is great, thank you!

#general - March 24, 2025 at 03:18 PM

+1 on Slack channel updates with bulleted overview. And sharing via email with individual sales teams.

#8-references - March 21, 2025 at 06:30 PM

Good insight! I do like rewarding customers for their time for references. At the end of the day the reward is just a fraction of the revenue they are helping to bring in. I never position it as a reason to do the reference, but more as a thank you for your time.

I've done the point system thing through Influitive, and found that some ppl were into it, some were not. It was sometimes a challenge to get the type of folks we really needed for references (decision makers) to register for the program, which ended up being mostly power users.

#general - March 21, 2025 at 06:23 PM

I've asked customers to send a screenshot then send Sendoso gift certificates, but agree very manual and seems kinda odd to customers. Otherwise just used the $25 incentives they provide through the site. Our customer conference is in 2 weeks and I'm going to hand out physical gift certificates on site after ppl complete a review.

#7-case-studies-stories - March 13, 2025 at 01:13 PM

Thanks all! Super helpful!

#7-case-studies-stories - March 03, 2025 at 04:08 PM

Hi all - question, my manager wants me to create a library of "pocket stories", quotes or metrics to reference - really anything that sellers can quote or reference in a sales convo about other customers, even anonymously, that haven't necessary gone through all approvals for a public-facing case study. Has anyone worked on something like this? Any format that sellers like?

#jobs - June 18, 2024 at 02:31 PM

Good morning! We are looking to bring on a part-time contractor to support some key Customer Advocacy functions during team members' parental leave - sales references and peer reviews. Timing is August '24-early January '25. Please reach out if you are interested!

#influitive - May 08, 2024 at 07:10 PM

Anyone else using Influitive having issues access the platform right now? We are getting an error saying our connection is not private.

#announcements - May 01, 2024 at 05:56 PM

Great session, @Patrick Kalie! I remember you were talking positioning repurposed event content as "behind the scenes" - do you have an example of that?

#general - April 19, 2024 at 05:56 PM

I'm bummed I will miss (again) 2pm EST on Fridays is a popular meeting time at my company somehow! Have fun

#influitive - April 17, 2024 at 08:46 PM

No worries!

#influitive - April 17, 2024 at 04:22 PM

Is the Influitive Success Series happening today? I've been in waiting room for about 10+ mins so guessing not... or is that even a thing? Lmk!

#general - April 17, 2024 at 12:25 AM

Wow @Ashley Ward love that! I would echo waht others were saying... 3+ months is usually the turnaround time for us. Would love to shorten that!

#general - April 17, 2024 at 12:21 AM

My company was acquired by Vista a few years ago and we are still a portfolio company. TBH a lot has changed since the scquisition, but changes in structure and leadership were over time and felt more natural with direction of the business vs. drastic PE changes. As @Lisa Young and @Jennifer Gladden said - I wouldn't stress too much right now.

#jobs - April 05, 2024 at 02:10 PM

Hey y'all - I'm hiring a Customer Advocacy Specialist to join the growing Customer Advocacy team at Quickbase! This role will be highly focused on storytelling. Reach out to me if you are interested and I can refer you 🙂

Quickbase Customer Advocacy Specialist

#announcements - March 27, 2024 at 09:32 PM

Hi there - question about these release documents...

Is this a best practice? Does it help get approvals quicker? We do not have them, just keep email chains with approvals. But I was curious if they are help in getting a yes/approval quicker. Also - does it help avoid last minute drop outs?

And do you use for any story share, or just case studies/videos? What about webinars or event speaking opportunities

I've had some situations recently where the customer contact said yes to a story share/webinar, said it was all good, had a few meetings but last minute get a no because they mentioned it to someone... or did have an approver that wasn't mentioned at beginning (even when asked or after a few content meetings!)

Thanks in advance for any input 🙂

#reviews - March 20, 2024 at 08:20 PM

Does anyone know anything about www.wheelhouse.com? Looks sketchy maybe, but getting emails from them about reviews/product listing. Didn't know if anyone worked with them?

#influitive - March 07, 2024 at 02:21 AM

Keeping an eye on this thread... we have the integration mostly set up but it hasn't been rolled out to the sales org (happening in H2).

#influitive - March 07, 2024 at 02:18 AM

Agree - we have this integration set up. We haven't officially rolled it out yet so don't have true feedback. We have had issues with some of the data syncing from SFDC to Influitive. For example, when the suggested customers from influitive show up in the reference request flow, the company size and industry are missing and we can't figure out why. Also it is a little manual setting up the challenge but seems like it shoudl work better htan browsing through a crm and sending emails...

#general - March 05, 2024 at 02:01 PM

Anyone have good examples how they have celebrated customers or individual community members at events? Customer awards is an obvious one, but any other cool ways important customers have been publicly recognized at events - virtual or in person?

#template-copy-share - December 20, 2023 at 05:18 PM

Does anyone have a good template for a customer story release form, or something for the customer to sign when committing to a customer story? Or good reasons for/against having a customer sign this?

#template-copy-share - December 04, 2023 at 03:37 PM

Thanks for sharing the link above, @Shannon Howard! Would love to see any info that was shared or mentioned in this thread! @Amanda Peacock did you find your deck by chance? Thanks all!

#jobs - November 21, 2023 at 02:52 PM

Yes - come work with me!!! 😄

#announcements - September 12, 2023 at 01:20 AM

So sorry Mary, so hard. Thinking of you and your fam.

#jobs - August 03, 2023 at 01:03 PM

Hi all - I'm looking for a contractor to help with Influitive admin... ~8-10 hours a week. Let me know if you know of anyone!

#announcements - May 19, 2023 at 05:12 PM

This is also something that our execs have expressed interest in... happy to join convo!

#announcements - May 12, 2023 at 04:51 PM

So far its good... most of the expansion/upsell currently is around product/feature/service usage which is all messaging and strategy that PMM owns so it makes sense. Advocacy moved to brand mid 2022, which has been good but makes all my customer story focus on brand-level stories (top of funnel). This meets the goals of my team/manager (VP brand) but not always helpful for sales/FMM further down the funnel.

Head of Growth PMM started in Feb. It's relatively new so I am interested/excited to see how the partnership will work.

#announcements - May 12, 2023 at 04:39 PM

At my company we don't have a formal Customer Marketing function... Expansion/retention efforts actually live in PMM, in a "PMM Growth" team. Customer Advocacy lives in brand