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When she came to the San Francisco Customer Reference Forum last March, Carol Blumberg was just getting ready to launch Epicor Software’s new, formalized customer reference program. “We had just completed setting up our database infrastructure with IT, as well as the "EPICvalue" Survey that profiles customers joining the reference... read more →

"I am looking to see if anyone can supply a generic template release form that a start-up could use for their customer reference program. The generic form could be used as a standard release for the customer to participate in a case study/success story program. They have a very limited... read more →

Boulder Logic has created an integration between Salesforce.com and our hosted application for customer reference management. We are looking for 4-5 individuals using SFDC for their CRM that would be willing provide some feedback on our integration points. It is very easy and will take about an hour. And you'll... read more →

The customer reference group at SAS is analyzing how to work better with other internal departments (sales, consulting, marketing, etc) to more effectively identify and develop customer reference opportunities. Our ultimate goal is to decrease the time it takes to surface an appropriate reference deliverable at different stages of the... read more →

“Hi Everyone: Curious to see if anyone out there can share any best practices with working with internal stakeholders on the corporate side when filling references and developing reference strategies. We currently encounter a lot of "silo" projects and wondering if anyone can share ideas as to how to best... read more →

Today we're having our 3d – and final -- teleconference in our Summer Teleconference Series. We’re talking about “Metrics for Impressing the Toughest Executive.” OUR PANEL . . . who have graciously agreed to continue monitoring this post and responding to your questions for the next week, bring a lot... read more →

We have another request (anonymous) from a leading technology firm (trust me when I say "leading"), who is looking to entice tier one customers with established worldwide brands into a reference program. "Our Customer Reference Program team is working on developing a clear value proposition for our customers to support... read more →

Rhonda DiGiorgio at Progress Software has this request: "My VP has asked me to put together some statistical information and then survey the field on our reference program (why isn’t it being used, what’s best about it, what’s missing, etc). Anything you have regarding surveying a sales force would be... read more →

Today we're having the second of our Summer Teleconference Series. As with the first, I'll post a summary of the teleconference here, then we'll continue the discussion with Q&A, below in the comments. Whether you participated in the teleconference or not, feel free to join in. OUR PANEL . .... read more →

Cheryl Bartlett-Gutierrez at BearingPoint has a question for the community. To respond or contribute, please use the comment feature, below. ********** Bill, I would be really interested in knowing more about what folks are doing to build referenceability into their contracts upfront with the client.  If you have best practices... read more →