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Katie Vosbeek
Customer Engagement & Reference Manager, Code42
Reference Selling with Customer
Advocacy
Amanda Gibson
Influitive Consultant & Program Manager, Relationship One
Customer Advocates
Advocates are a big dill
Best Practices for Reference Campaigns
• Know and understand your advocates
• Get creative in keeping profiles updated and complete for accurate
targeting
• Foster the relationship and make it fun
• Using snail mail campaigns for added TLC
• Leverage Influitive Tools
• Setup Request a Reference Feature
• Match references to your advocates in Salesforce
Code42 Reference Campaigns
Working smarter, not harder
Code42 Campaign Targeting
• Sponsor tracking for your best advocates
○ Align challenges to the customer lifecycle when possible
○ University of Rochester > Eagle Investment Systems
• Finding the perfect sales reference
○ > $3 million new customer opportunity
○ True or False: My organization protects Medicare and Medicaid data
• Customer Speaking Engagements
○ Find a customer who shares your vision
○ Take your value proposition beyond points and badges
○ JNUC session and joint customer webinar
3 Key TakeAways
1.Customers are convincing
2.Be strategic with targeting
3.Create a value proposition that
goes beyond points & badges

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Reference Selling with Customer Advocacy

  • 1. Katie Vosbeek Customer Engagement & Reference Manager, Code42 Reference Selling with Customer Advocacy Amanda Gibson Influitive Consultant & Program Manager, Relationship One
  • 3. Best Practices for Reference Campaigns • Know and understand your advocates • Get creative in keeping profiles updated and complete for accurate targeting • Foster the relationship and make it fun • Using snail mail campaigns for added TLC • Leverage Influitive Tools • Setup Request a Reference Feature • Match references to your advocates in Salesforce
  • 5. Code42 Campaign Targeting • Sponsor tracking for your best advocates ○ Align challenges to the customer lifecycle when possible ○ University of Rochester > Eagle Investment Systems • Finding the perfect sales reference ○ > $3 million new customer opportunity ○ True or False: My organization protects Medicare and Medicaid data • Customer Speaking Engagements ○ Find a customer who shares your vision ○ Take your value proposition beyond points and badges ○ JNUC session and joint customer webinar
  • 6. 3 Key TakeAways 1.Customers are convincing 2.Be strategic with targeting 3.Create a value proposition that goes beyond points & badges