Grace Corey

#discussions - November 19, 2024 at 09:14 PM

Thank you both! We are currently using our CRM for tracking reference calls, so I like the idea of also tracking the rewards there, too!

#discussions - November 19, 2024 at 01:25 PM

Hi! I am working on my FY25 advocacy program planning deck and we need to standardize how we are rewarding our advocates/references... Besides implementing a new tool (like Influitive, etc.) have anyone built out a rewards tier system that has worked well for them? (Sendoso integrations? Ways to automate?) Any insights are helpful 🙂 Right now, I am tracking everything manually and sending out individual Sendoso gifts. TY!

#discussions - November 05, 2024 at 09:18 PM

Our customer success teams typically know their customers best so we lean on them to identify potential advocates and referenceable customers!

We created a Salesforce/Planhat field where our CSMs can update the customer's referenceability - this is then pulled into a report that serves as our "Reference Roster" when we are looking for a customer to participate in a reference call or other opportunity (webinar, public speaking, case study, etc.). Then Customer Marketing (me) tracks when these activities happen so we can make sure we aren't overusing the same customers and are rewarding our most loyal advocates.

The next phase of the advocacy program will be allowing customers to opt in to join a formal branded advocacy program/group. The invitation to join will likely still come from the CSM, but the customer would be able to opt in and note activities that they are particularly interested in.

#discussions - November 05, 2024 at 02:04 PM

Thank you!! This is great!

#discussions - November 04, 2024 at 08:20 PM

Hi CMA friends! I am looking to revamp our current customer case study slides with a new slide template. Do any of you have a template that you really like? That the sales team uses regularly? That's clear about ROI and visually appealing? Tells the whole story without being a whole slide of text? Any suggestions or examples would be super appreciated!

#discussions - August 12, 2024 at 09:37 PM

Hi CMA friends! I am putting together guidelines for our GTM teams on reference call requests and I was wondering if any of you have set a threshold for the # of reference call requests that can be sent to a customer in a certain time frame? Something "a customer cannot be requested more than 6x per quarter" or "1 reference request per 30 days." Is there a best practice or "magic number" that you've seen work to combat reference burnout? Thanks in advance!

#jobs - August 05, 2024 at 03:28 PM

(Not affiliated) I had a recruiter reach out on Linkedin with an Associate Reference Program Manager role at Yext, if anyone is interested!

#welcome - March 19, 2024 at 08:08 PM

Hi everyone! Nice to e-meet you 👋
🌎 I am located just outside of Washington, DC
💻 I manage all things customer advocacy: CAB, peer reviews, customer reference program, and more
🎯 Currently working on streamlining + program-atizing peer review initiatives; working closely with CS and Sales to embed in existing processes
In my free time, I am training for a half-marathon and I have two rescue pups that keep me super busy!
➕ Connect with me on LinkedIn!