Guest Post: Building an Advocate Army

May 11, 2011

We were super excited when our good friend Kerri Shea Beers agreed to write a guest post for us. Kerri really understands the value of customer references, has a ton of high tech experience, owns her own firm called Monarch Communications, and is an award winning writer to boot. Enjoy!

If you are reading this blog, you already understand the value of customer references. You know the power your customers hold in helping your sales team close more deals and close them faster. Maybe your program is new and just getting off the ground — or maybe you have a robust program that’s been in place for years and is a well-oiled machine. In either case, you are undoubtedly always looking for new ways to differentiate your program and to do more with less. Building an Advocate Army is one way to extract the power of influence from your customers, increase your brand awareness and accelerate the sales cycle all at the same time. And it’s free. Sound too good to be true? Read on.

What Is An Advocate Army?

An Advocate Army is a group of customers who will fan out across the online world of social media, community forums and product review sites and say good things about your company and your product. They will comment on a blog post or industry article, chime in on a Linkedin conversation or forum discussion, tweet in response to a complaint about a competitor’s product – all in the name of YOUR company and YOUR products. Sure, your social media intern or PR team can do this until the cows come home – but it is usually ignored, disregarded and not trusted. Of course your highly paid PR agency is going to say your product is great! Yes, your product manager will tout the cool feature she just released. Comments from your internal people will fall on deaf ears, most of the time. Prospects don’t want to be marketed to on this turf and it is often a breach of social media etiquette to pitch your product there.

However, if you can get an actual customer (with a credible point of view and real-world experience solving a similar problem) to endorse your product or service – that third party validation from a peer or colleague is what can turn a prospect into a customer and what can poach a competitor’s customer and make it your own. Wouldn’t your sales team love that? Isn’t that why we have customer references in the first place? Having customer advocates sing your praises in the conversations where buyers are making buying decisions is powerful promotion. Plus, it’s a free way to increase your brand awareness!

Who Should You Recruit Into Your Advocate Army?

An Advocate Army is your chosen inner circle of customers — your favorites, your “go-to” customers. When the Wall St. Journal wants to talk to a customer – you pick your strongest media-savvy customers to be interviewed. These are the ones who get it – they are active in social media, they keep up with the latest industry trends, they love your product and they will gladly evangelize for you. They are active on Twitter; they belong to industry groups, Linkedin groups, etc. They don’t need their hand held in a press interview and they return your calls and emails. They are on your CAB and beta test your product. They are confident both in talking about your products and in social media. In short – you can trust them and know they will never say the wrong thing when talking about your product or company.

How To Build Your Advocate Army

Building your Advocate Army does not take much time, effort or budget. Pick your best customers from your reference program and don’t forget to talk to your Sales team — whom would they choose to evangelize for you? Start small – depending on the size of your customer base, maybe you only have ten customers to start. You can grow it over time as you see fit. Reach out to these customers personally – either with a phone call or a personalized email explaining that you are inviting them to be among a select group of elite, trusted customers. Once you have a solid set of participants, schedule a one hour webinar (with your PR, Social Media or Product Marketing Director) setting out some guidelines, expectations and gentle messaging guidance. Be sure to leave ample time for questions.

Where is the conversation happening? What is the current chatter in your industry? Decide if you simply want them to say good things about your product/service/support or if you actually want them to comment with links to trials or demos. Be careful that you don’t micromanage them too much – in order for their online reputation to remain credible, their participation needs to be genuine. Also, be sure that you set it up so that they are simply weaving this into their current activity – it should not be thought of as additional reference “work” they are doing for you per se, but more like extra credit. Then, cut ‘em loose! Monitor their progress and measure their influence.

How Do You Thank Them?

Be careful how you thank your customers. Depending on your industry and your company policy, you should reward them the same way you would for any other customer reference work. If you have a point system, you could add the Advocate Army in as another way they can gain points (see extra credit above). A phone call, a handwritten note, a box of chocolates – something small with a personal touch says a lot. Let your customers know you appreciate the unique value they provide and nurture them along the way.

Building an Advocate Army is one way to extract the power of influence from your customers, increase your brand awareness and accelerate the sales cycle all at the same time. Good luck, have fun and let me know how it goes!

Kerri Shea Beers has worked in high tech for over 15 years (at both start-ups and large corporations) as a marketing director, technical writer, communications manager, copywriter, PR manager, freelance writer, advertising manager and customer reference guru. She is a published writer who has created award-winning collateral and managed global marketing communications and PR programs for multi-million dollar companies. Kerri is the owner of Monarch Communications – a strategic sales empowerment, marketing and communications firm that can help you clearly articulate your message and turn prospects into customers. Learn more at www.monarchcomms.com.


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.


Beyond Sales – Customer References for PR Programs

January 31, 2011

We spend most of our time here talking about the relationship between customer references and the sales team.  We all know that a happy customer willing to give a reference is a sales rep’s best friend.  However, there are a few others in your company vying for the affections of your satisfied customers.  Instead of directly working with customers and prospects to close deals, these individuals take the end run to build a public perception of the company that will pave the way and open doors for the sales team.  It’s their job to tell the story of the company to the rest of the world.  Who are they?  They are the corporate public relations team.

PR people often find themselves in a catch 22.  They are tasked with putting the company’s best face forward, but since everyone knows this, folks are often skeptical of the information that comes directly from them and the company.  PR people know that the best, most credible voice comes from the customers themselves, so they are constantly looking to leverage those voices to tell their own story.  They try to involve customers in a range of activities, such as press releases, interviews with reporters, case studies, web content, and events to name a few.

Since PR doesn’t work directly with customers on a daily basis, finding those references can be time consuming and full of obstacles.  Here is a little bit of what PR people are up against when working to find good PR references.

• Obtaining assistance from sales when they need a PR reference.  Sometimes sales people want to “protect” their references and shield them from any request besides their own, so getting them to give up names and contact information can be a challenge.

• Understanding the current situation of the customer.  PR people find it difficult to be kept in the loop, but it’s necessary for them to have up to date information. It’s important to know the customer’s current reference status, which products they’re using, and any issues they may be having in order to make an effective reference request. 

• Navigating the degrees of referenceability.  Some customers may be willing to speak to a prospect but may not be interested in speaking to a reporter.  Or a PR professional may want a particular customer to do a press or analyst interview but then find out that they don’t have their company’s authority to do so.

One longtime PR professional I know had this to say on the subject….

“Obtaining customer references has often been one of the biggest challenges for my PR programs but also the most important.  I’ve found that organizations that have automated company-wide programs are far and away in a better position to maintain a high level of customer service while advancing sales, marketing and PR/branding.”

Centralized customer reference programs that include all customer facing groups are the most well rounded and effective.  PR folks are well versed at expanding and repurposing each reference in a variety of ways to create a number of different pieces of content, and sales and marketing can benefit from this.

My PR friend left me with a few great tips on how to successfully acquire and use customer references for PR efforts, saying this…. 

“Make friends with your sales force, stay organized, know what you are getting into, and present your request properly.  Always deliver on your promises, record everything, recycle your references, and I can’t stress this last piece enough – urge your company to create a customer reference program with a dedicated team, resources, and an executive who will help support it.  The most successful programs I’ve seen also include an automated tool to help keep things organized and running smoothly.  With all this, you can’t lose and trust me, the entire company will thank you for it.”


Executive Viewpoints – Running an Enterprise Global Customer Reference Program

November 17, 2010

We recently had a chance to sit down with some seasoned Customer Reference Program executives to discuss what it’s like to run large scale enterprise customer reference programs.  Eileen D’Ippolito from Citrix and Siemens’ Karen Newman have both been working in this space for a long time and understand the challenges and the benefits that go along with running global reference programs.

As technology companies, both Citrix and Siemens had the ability to build their own solutions for reference management but they both selected an out of the box solution.  Check out both their interviews here to learn more.


Moving the needle with references

June 15, 2010

One of the things that gets me jazzed most about customer references is the really big impact they have on the bottom line of almost any business. 

If I had to think about it, I guess this enthusiam comes from a marketing background exposed to too many carefully crafted, super cool campaigns that required a ton of work and money, but just didn’t move the needle on results for the business.

Testimonials from customers are different because they are so directly involved in the sales process. At the same time it’s sometimes hard to put your finger on exactly how to quantify it.

When working with clients and prospects, Boulder Logic typically starts by looking at the number and size of deals that can/should use references and then considers the impact that a positive testimonial can have on the deal closing.

Here’s a table illustrating that formula for a single sales rep with some hypothetical values:

Number relevant opportunities per sales rep 90
Poorly matched reference requests (50% x 90) 45
Estimated impact on deal close rate 3%
Average deal size $125,000
Total impact per sales rep  (90 x 3% x 125K) $168,750

If this is of interest, our company recently recorded a webinar that walks through this and other customer reference ROI calculations step by step. It’s about 15 minutes long.


Are You Interacting With Others That Engage Customers?

March 2, 2010

Another important point on the checklist for running a successful customer reference program is working effectively with others that are interacting with customers.

When ramping up any customer reference program, interacting with other internal teams and programs across your organization is essential. Failure to do this can result in a disjointed experience for your customer and missed opportunities to increase the efficiency of your own efforts.

I had the opportunity to speak with Laura Ramos; an analyst at Forrester Research who has been researching customer reference programs. She supports the value of customer reference programs but emphasized the problem of reference programs operating in isolation. This isolation is a major threat to a program’s ability to deliver a positive experience. 

Essentially there are two steps to interacting with others that engage customers:

1)      Understanding the needs and resources available from other groups. Find out who to engage within your company, what your program can provide to them and what they can offer. Understand their interactions with customers and look for opportunity to leverage each other’s efforts. Once you are more familiar with their process you can uncover resources and even develop champions for your program. These relationships are critical.

2)      Creating a single positive experience for (both internal and external) customers. Work to ensure that programs are integrated into customer engagement initiatives and tied in with other groups. This will eliminate costly duplications and create a unified positive experience for everyone involved: happy customers, happy sales teams and ultimately happy executives and shareholders.

When building relationships with your program constituents it is a great idea to engage them in the development process of building the program. Make sure to ask about existing efforts and activities so that you don’t have to build everything from scratch. When people are involved in the creation, they will feel more pride and ownership of the final program, and therefore will be more likely to participate in the way that you need them to. 

Once your plan is in place, hold regular meetings with these groups to update them and keep the momentum going.  Communication and relationship building is key to your efforts. The more you can engage all the groups and individuals in your organization that you need to be involved, the better your program will perform.

Effective interaction with other customer facing groups, allows you to increase service levels to those people internally that your program is designed for, and is what makes an overall well respected program both internally and externally.


Do You Have Support From Sales And Sales Management?

February 16, 2010

Continuing down our customer reference program checklist, the next item may sound obvious but unfortunately it is not as commonly achieved as you would expect. Make sure that you have support from both sales and sales management.  Here we are speaking about support for the customer reference process and tactics that you’re implementing for your program. The best method to secure this support is to align yourself with the sales organization. 

Three important recommendations include:

1) Work to develop real relationships by meeting in person whenever possible rather than relying entirely on email. 

2) Call out the situations and individuals that help you succeed to help bring visibility and foster competition.

3) Secure trust by communicating clear expectations of what you will deliver. Then deliver. And if you fall short, own up to it. 

A more complete list of recommendations for securing support for sales and sales management can be found within the Customer Reference Handbook. Even if your program is heavily focused on just producing marketing deliverables, the sales team is both your supplier and end consumer. It is essential to make sure that they are engaged in the process.


Is There Consistent Acknowledgement That References Are Valuable?

February 1, 2010

Whether you are building a new program or already have a program underway, it’s important to know the answer to this simple question. Does your company acknowledge that references are valuable to sales and marketing? We’ve seen too many customer reference managers focusing on process best practices, automation tools and creative deliverables without first securing confirmation on this important question. Customer reference tactics are important, but if your organization doesn’t have real appreciation and active recognition that customer references drive revenue, then your efforts will be undermined or encounter friction along the way. So this is the place you need to begin. If there is partial acknowledgement but you hear qualifications in the answer you receive, then you need to refocus the discussion back to this fundamental question.

If your immediate management team appreciates the value, then you are off to a good start. Expand by taking the pulse of your executives, sales staff, marketing department as well as PR and Investor Relations. If there is still general agreement that references do hold value, then you can move on to defining and communicating the goals that will maximize your program efforts.  

We suggest that your goals be as specific and measurable as possible so that you will have solid data with which to report ROI as the program develops. Some examples of customer reference program goals are below:

  • Increasing the frequency of reference use (greater use of references adds greater value)
  • Increasing the coverage of your portfolio (greater match is more effective)
  • Increasing the longevity of references (reduced effort to obtain, demonstrated effectiveness)
  • Reducing the turn-around time to provide better experience for prospect and less time wasted
  • Reducing the amount of distraction of sales to obtain (more benefit with less cost)

If however, your organization does not value customer references then you must do some homework to demonstrate it to your key constituents. Look for a champion in the Sales department. He or she will help create the positive perception and momentum you will need to carry the program forward. Also, look at your competitors and compare what they are doing to your process. Look for opportunities to point out areas of improvement or to validate your own activity in customer references. It is also very helpful to use third party research to prove your case on the value of customer references. There are industry analysts and groups that provide updated statistics and projections on the future importance of this discipline. Finally, enlist an executive sponsor for your program. Executives can effectively communicate your message and instill its importance to the company overall. 

This post is part of our checklist for a successful customer reference program. 


When a Customer Reference Causes the Deal to Fall Apart

March 17, 2009

We were featured this week on Marketing Operations at Work on the implications of undervaluing your customer reference program, specifically how leaving customer reference management to chance can do serious harm to sales.  Check it out


Reasons customer reference marketing is even more important in a down economy

October 27, 2008

As this financial crisis ripples into the broader economy, sales forecasts are going to get trimmed and then hard budget decisions will be upon us. If you are involved in customer reference management, you are actually in a pretty good place.  Let me share a few thoughts why, and perhaps give you the confidence to communicate this if you are working in an organization that needs understand why customer references are even more important in a down economy.

Preventing deals lost to delay/indecision.  When the economy gets tough, buyers have to question evey purchase.  Their skepticism of your value proposition increases and opportunities are easily lost to delay/indecision. Effectively connecting buyers with customers can restore confidence in the ROI of your offering in way not possible through other means.

Ability to measure the return on investment.  Unlike so many of the ways that marketing dollars are spent, the sales impact of customer references can be easily tracked and measured.  When investments are being scrutinized, those that can effectively illustrate their results

A prerequisite to getting new business.  While another email campaign or white paper may help move along new opportunities, it isn’t uncommon to find that sharing multiple positive references is a requirement of the due diligence process associating with the deal closing. In a down economy, your prospects less likely to let you skip this steps.

A cost effective endeavor.  The activities associated with customer reference management are relatively inexpensive compared with many marketing investments and particularly in light of the business impact as mentioned above. This is good news when budgets are being reviewed.

The work done to build relationships and cultivate a diverse community of customers willing to speak positively about their experiences is a investment that will continue to return value to the business on a consistent basis through good times and bad.


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