Advocate Engagement

Quickly identify advocates and point them towards high-value activities to drive growth for your business

Overview

Quickly identify advocates and point them towards high-value activities that drive growth for your business.

  • Empower customer advocates to influence your products.
  • Mobilize advocates and keep track of advocacy events such as sales reference calls, webinar participation, and speaking engagements.
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Included Assets

  • Technical Assets (7) – Add fields to Person and CTA objects
  • Milestones Configuration (1) – Adds a new MileStone Type to the customer contact
  • CTA Configuration (1) – Adds a new Advocate Engage CTA type
  • Email Template (2) – New templates to connect customers and prospects, and to request a reference
  • Playbooks (1) – A five-step process to connect the right prospect with the right customer, and track its impact
  • Rules (2) – Create CTAs around reference requests
  • Reports (6) – Easily track your reference management metrics