Finding New Customer References

September 6, 2011

Do you find yourself stuck in a reference rut? Are you using the same handful of customers time and time again to fulfill reference requests?  Worried about burning them out?  It might be time to recruit some new customer references.

 
Finding new references can be challenging especially if your customer list is not as long as you would like it to be just yet.  But, believe it or not, sometimes those that do have a lengthy list of customers, have just as hard a time finding good references than those that have a dozen or fewer.  Regardless of the length of your list, there are several ways to uncover and cultivate a variety of great references for your company.  Below are three to get you started.

1. Build relationships with your sales team.  Depending on the size of your sales organization you may need to be selective about who you focus on as it may not be possible to have a relationship with everyone.  But getting to know your key sales reps is the yellow brick road to uncovering hidden customer gems.  You will have the inside knowledge about what the customers are doing and how they feel about the company.  This will put you on the fast track to adding new reference customers.  Make yourself valuable and likeable to the sales team and you will be rewarded.

2. Send a survey out to your sales team.  Just ask a few key questions or use it to request that they each nominate a few new customers for the program and then do the follow up research yourself.  Try to do this in bite size chunks so as not to overwhelm them and turn them off to the process.  Remember, every sales team is different in terms of their willingness to participate in these types of activities.  So, if your group is likely to be less motivated, try enticing them with some type of  incentive or play on their competitive nature by making it a contest.

3. Scour the list.  Whether your list is scribbled on your office white board, maintained on a spreadsheet or securely housed in a customer reference management database, take a good hard look at who you have, who you have already used and who you have not.  Try to give those you have used recently a break and find ways to use the others, the underused members of your program should be considered a wasted asset and given some extra love and attention.

Sometimes it helps to step back from your day to day routine and take a look with fresh eyes.  Be creative, switch up your typical way of thinking.  Dig a little deeper, you will find fresh resources that will take your program further.


Going Straight to the Top

March 16, 2011

Getting Executive Support Will Set the Tone for a Successful Customer Reference Program

Recently someone posed this question: “We have a customer reference program but it just isn’t getting enough traction.  How do I spur it into action?”  Unfortunately this is a pretty common sentiment, so let’s take a few minutes to explore one of the most common reasons why this happens and how best to tackle the issue.

To determine the shortcomings of any given customer reference program, it’s necessary to take a closer look at the specific situation, but quite often the core issue is that the program lacks the right type of executive support.  You may have a very well managed, well structured, and organized program but without visible support and influence from the executive team you may find you are struggling to get your constituents to participate.  Sales professionals, who are competitive by nature, may feel the need to keep their references close to the vest.  Others may simply see it as more work and unnecessary if it’s not defined as a direct responsibility.  Whatever their perspective, this will need to change for your program to thrive.  And you will most likely need an individual more powerful than yourself to make this happen- this is your executive sponsor and enlisting their support is challenging but with some persistence it’s achievable and will be worth the effort.

Begin by locating the individual that you believe will be your strongest advocate and have the loudest voice within the company.  Gain their support by providing them some hard evidence.  Speak their language with well defined metrics that prove the positive impact references have had on the business’ bottom line.  Once you have solid executive level sponsorship on your side then work to directly engage the sales reps and managers.  Ask your executive sponsor to include the importance of the program into all relevant communications.  Offer to craft that message for them.  Their voice will go a long way.  Arrange for your executive to sponsor a contest to see who can offer the most new customer reference nominations, then have them publicize the rankings and recognize the winners.  If this type of contest doesn’t work then it may be necessary for your executive to require each member of the sales team to nominate a certain number of references.  Either approach will work and breathe new life into your program.

Regardless of departmental responsibility, all members of the senior management team speak the same language and are driving toward the same goals- financial growth and success.  Your customer reference program is designed to directly support these goals.  Show past performance and future potential.  Be clear about offering solutions for any gaps or challenges and they will support your efforts.  Make it easy for them to help you achieve your participation goals by doing the work for them – drafting the message and creating the vehicles to deliver it.  In no time you will have an evangelist that will light a fire under your program and send it to the next level.  Remember to report on the progress of the program regularly, this helps to remind everyone that their hard work is paying off and will keep them motivated and participating.  Securing executive support and maintaining that support requires more work for the customer reference program manager, but going the extra mile will bring great rewards.

If you have a story of how your executive sponsor supported your program and made a difference we invite you to comment and share your story here.


7 Ways to acquire and retain customer references

October 17, 2008

I’m a big fan of Pragmatic Marketing and their approach to product management and marketing.  I wrote this article a while back for their publication, but definitely feel it is still super relevant.  Enjoy!

Does this sound like a typical scenario in your company? You get an “S.O.S.” email at 5:00 p.m. blasted out to 20 people asking for a customer willing to serve as a reference. Oh, and we need to get the information to the customer first thing in the morning. A chain of emails continues until noon two days later when the prospect is finally sent the reference’s information. If only there was a better way…

Satisfied customers willing to serve as references for your new prospects often make the difference in closing the sale. However, getting and keeping those references is a challenging and time-consuming job. While so critical to the success of sales, this responsibility often falls in the lap of marketing and product management professionals who may not be as close to the individual customers as their sales representatives.

Read the full article to understand seven ways to acquire and retain customer references.


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