Welcome to the Deeto Hub

A resource and community space for modern marketers, sellers, and builders using customer voice to grow — together.

Learn, share, and lead with customer voice

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This hub is built for anyone who wants to do more with the voices of their customers. Whether you're scaling advocacy, building trust with proof, or rethinking how to go to market — you're in the right place.

Inside the hub, you’ll find:

  • How-to guides and playbooks for building with 
customer voice

  • Campaign-ready templates and swipe files

  • Benchmark reports and reference best practices

  • Event recordings, expert sessions, and community spotlights

Grow together with the Deeto community

Ask questions. Share ideas. Trade wins.
This is your space.

You don’t have to figure this out alone. The Deeto community connects you with other leaders using customer voice to build better GTM motions, faster-growing brands, and smarter strategies. If you are interested in joining when it launches, sign up below.

How Deeto helps:

  • Automate advocacy management workflows

  • Dynamically generate customer stories and social proof

  • Eliminate manual reference management

  • Track and report advocacy impact on revenue

Deeto Hub resources

Discover practical guides, templates, and tools to help your team close more deals, faster.

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Relationships are the core driver of CS programs. But that in no way means you have to do it all by hand.

It's true that a fully automated approach will never work (no one likes talking to bots), but the right mix of AI and human touch can help you scale your program and activate your customer base while delivering personalized experiences for each one.

So, how can your Customer Success team use AI in a meaningful way?

We're so glad you asked...

Identifying user sentiment in UGC

Sentiment analysis is one of the best use cases for AI.

Word-of-mouth marketing — specifically, user-generated content — is one of the best ways to reach your audience. But people publish so much of it that it can be hard to cut through the noise. That's where AI comes in.

NLP (natural language processing) algorithms can identify words, phrases, and linguistic patterns in written and spoken content, then categorize them as positive, negative, or neutral. Advanced sentiment analysis tools can even detect the intensity of sentiments and specific aspects of products being discussed.

Most companies already use this to track mentions on external platforms like product review sites and social media. But you should also apply this to your internal customer knowledge (e.g., reviews, product feedback) and support tickets to fully understand what your customers are saying about you.

Getting feedback from your customers

Collecting customer knowledge isn't as simple as throwing out a survey, asking everyone to rate you, or waiting for someone to reach out. There are tons of different ways to use your customers' insights and firsthand experiences with your product.

  • Sales needs customer references to close deals
  • Marketing wants to publish glowing reviews and testimonials
  • Product has to know what needs improvement and where to build upon
  • Customer Success wants to know about customer health, support experiences, and adoption rates

Not every customer will want to sit for reference calls with new prospects. And not all of them will want to test new features.

You can use an AI-driven platform like Deeto to collect feedback from customers through individualized and personalized contribution asks. When they join your program, they select their preferred contributions. From then on, you are always able to engage them per your needs, and even reward them for their support.

Segmenting customers for targeted and personalized experiences

You're probably familiar with segmentation as it relates to marketing and sales. You divide your audience into smaller groups based on shared characteristics, behaviors, or interests.

But have you thought about applying it to your paying customers?

Using AI algorithms, you can segment customers who've joined your success program into groups based on their feedback and contributions.

And with Deeto's smart-matching capabilities, you can instantly distribute the best customer references to your sales team, target specific customers for product feedback, or dynamically display testimonials on specific parts of your website based on factors like their industry, product tier, or use case.

Bridging the gap between CS and Sales

If you use your customers throughout the sales cycle, you'll close a higher percentage of deals, faster.

  • Reviews
  • Testimonials
  • Success stories
  • Reference calls
  • Referrals

It's on CS to collect these things, which is why you need a shared platform that makes it easy for customers to contribute, your success team to manage, and your sales team to access.

With an AI-powered customer activation platform, you can have customers give their feedback through a simple and quick process. And with generative AI, you can turn feedback, stats, and success metrics into full-fledged case studies reps can send to customers.

When sales can access content and references through the same platform as CS, they'll be able to see and use what's available for each specific deal.

Streamlining the approval journey for customer references

To build a successful reference program, you have to let CS be the gatekeeper and the last step before connecting prospects and customers.

AI-powered platforms have workflows and automation that let you create a pre-approved library of content for sales to use at any point in their process.

And for what isn't pre-approved, AI can automatically trigger an approval process for CS, so the process doesn't slow down the sales cycle.

Identifying active customers based on account health

Indicators like customer feedback, engagement with your product, and participation in your customer activation initiatives tell you which customers are your most active and loyal, and which ones need attention.

It would take hours of sorting through data and analyzing trends to identify these customers manually. But with AI, you can quickly pinpoint active customers based on their account health and flag potential churn risks for your Success team to address.

With Deeto's customer activation platform, you can collect, store, and manage customer knowledge from one centralized location. And its AI-powered features align your sales, marketing, product, and customer success teams around one common goal: providing the best customer experience possible. See how it works.

How AI for Customer Success Is Evolving in 2025

How AI for Customer Success Is Evolving in 2025

Discover how AI for customer success is transforming support, retention, and satisfaction in 2025 and beyond.

Customer Success
Business development
Customer Advocacy
AI

Reviews, testimonials, and case studies are your most valuable marketing assets. You can use them throughout the entire sales cycle. And feedback informs every product decision you make.

One of the unique aspects of Deeto's customer knowledge platform is it enables you to create microsites for each buyer persona. It can then personalize them with a prospect’s info and send them automatically based on criteria like their role or company size. This gives you the chance to differentiate your messaging, showcase relevant customer stories, and build trust with them.

In this blog post, we'll dive into four ways Deeto's personal microsites increase top-of-funnel intent for your business.

What are personal microsites?

A personal microsite is a persona-based web page that allows you to display your most relevant social proof to prospects. When the prospect clicks on, they see content tailored specifically to their needs and preferences, without you having to lift a finger.

How it works for the SDR or AE:

  1. Create a new microsite.
  2. Add a CTA (e.g., "Contact Us" or "Book a Demo").
  3. Select the references you want to display.
  4. Pick the assets you want to present for each reference (e.g., quote, user story).
  5. Edit the invitation message to send to your lead, similar to cold outreach.
  6. Hit "Send."

You can also create triggers that will automatically send the microsite to prospects based on their behavior or actions. For example, if a prospect just responded to your first cold outreach, you can set it up to trigger a personalized microsite to nudge them towards taking the next step in the sales process.

From there, the customer can click on the link and see the relevant social proof for their needs, with your SDR or AE’s name and face attached to it.

And for groups of similar customers, you can templatize the process. Deeto lets you create different personal microsite pages for each of your ICPs. Once you've done this, your team all have a new, authentic touchpoint that requires zero effort on their end.

How microsites drive intent at the top of your funnel

At the top of the funnel, it's all about building awareness and creating interest in your product. Your goal is to start the conversation and get a meeting on the calendar. To accomplish that, your outreach needs to be personalized, relevant, and trustworthy. Personal microsites are the best way to hit all three of these points.

1. Personalized content

The average business professional sees 121 new emails come into their inbox per day. A sizable chunk of them are cold emails from companies just like yours. And in B2B sales, less than a quarter of them will even be opened.

Personalization is your biggest differentiator when it comes to getting your prospect's attention. Deeto's microsites cut through the noise by immediately addressing a prospect's unique challenges and interests, rather than making generalized claims and promises.

Tailored content encourages deeper interaction. When prospects find information pertinent to their situation, they are more likely to engage with the content, explore further, and consider how your product or service can address their needs.

That's why personalized CTAs generate 42% more qualified leads. And it's why companies that personalize the B2B buying experience see an average of 1.4x revenue growth compared to those that don't.

2. Customer-generated content

At the top of the funnel, too many companies fall into the trap of sharing generalist content to “cast a wide net.” But 86% of buyers say word-of-mouth is the most influential factor in their purchase decisions. User-generated content (think: quotes, testimonials, user stories) is one of the best forms of this because it presents tangible evidence of your product's value.

Leading with testimonials, success stories, and real-world applications from satisfied users establishes trust and positions your brand as a reliable partner. Microsites give you the ability to achieve this level of personalization at scale.

3. Authenticity through the voice of the customer

At the top of the funnel, prospects are exploring solutions. They haven't yet formed specific brand preferences.

When the content you share is solely created by your business, it comes across as biased and promotional. With a microsite, you're speaking directly to your prospect's customer segment, role, or specific needs. And it's more impactful because you're demonstrating the value of your product or service through the words of someone else.

As you work with different decision-makers (e.g., a technical buyer vs. a C-level exec) throughout the sales process, you can get even more personalized. By creating microsites with different industries, roles, and use cases in mind, you can tailor the content to each member of the buying group's specific priorities.

4. Clean, simple, and consistent UI

A microsite is the perfect channel for personalized content delivery because it's more visually engaging and professional than a standard email or landing page. It features your rep's name, company logo, and brand assets for instant recognition. And because it's self-contained, there are no distractions or competing messages.

Together, these factors make your prospect more compelled to (a) click on it, (b) read through it, and (c) follow the CTA.

Deeto captures customer knowledge and transforms into actionable insights that drive growth across your organization. Request a demo to see how it works.

4 Top of Funnel Tactics Using Deeto’s Personal Microsites

4 Top of Funnel Tactics Using Deeto’s Personal Microsites

Discover 4 top of funnel marketing tactics using Deeto’s personal microsites to boost buyer intent early.

Business development
Growth
Financial

According to Edelman’s Trust Barometer, 63% of buyers trust what people say about a business more than what the business says about itself. 

Which is why we are thrilled to introduce Deeto's latest feature—Personal Microsites. This game-changing addition is designed to streamline your sales process and deliver a highly personalized experience to your prospects. With Personal Microsites, you can now automatically direct prospects to a tailored microsite that showcases some of your top customer references, giving them an engaging and user-friendly platform to explore testimonials relevant to their needs.

What Are Personal Microsites?

Before we hop into the nitty gritty of this feature, there’s one thing we want to make sure that you keep in mind. Demand Gen Report noted that 97% of B2B buyers feel that user-generated content, such as customer testimonials, is more credible. Now, that is quite the number, so let’s dive in. 

Personal Microsites are dynamic, individualized web pages that highlight customer testimonials and references most relevant to your prospects. Imagine a prospect finishing an initial call with your SDR and immediately receiving a curated microsite featuring success stories and use cases that resonate with their unique challenges and goals. This targeted approach not only builds credibility but also accelerates the decision-making process, enhancing the overall effectiveness of your sales funnel.

How Does It Work?

Deeto’s Personal Microsites are fully automated, seamlessly integrating with your CRM to trigger their delivery at various stages of the sales process. Here’s a brief rundown of how it works:

1. CRM Integration: When a prospect reaches a specific point in your sales process—such as completing an initial call with an SDR—your CRM can trigger the sending of a personalized microsite.

2. Automatic Delivery: Deeto automatically generates and sends the microsite to the prospect, featuring tailored testimonials that address their needs.

3. Prospect Engagement Tracking: Once the microsite is delivered, Deeto tracks the prospect’s engagement, providing valuable insights into which testimonials they view and how they interact with the content.

4. Facilitating Further Interaction: Prospects can easily connect with your SDR through embedded messaging or call scheduling features, fostering a more streamlined communication process.

Getting Started

Ready to start using Personal Microsites? Here’s a quick summary of how to set it up:

- Integrate Deeto with your CRM to automate the sending of personalized microsites.

- Set up your SDR profiles in Deeto, ensuring they include a name, photo, contact details, bio, and a personal message.

- Set up a couple of different variations of the Personal Microsites to guarantee personalization and relevance.

- Configure the API to ensure the correct microsite is sent based on the prospect's segment.

Need Help?

Our team is here to support you every step of the way. If you need further assistance or encounter any issues while setting up Personal Microsites, please reach out to Deeto Customer Success at support@deeto.ai.

Enhance your prospect engagement with Deeto’s Personal Microsites—where automation meets personalization for a more effective sales process.

A Sales Cycle Touch Point That Makes A Difference - Meet Personal Microsites

A Sales Cycle Touch Point That Makes A Difference - Meet Personal Microsites

63% of buyers trust what people say about a business

Business development
BizDev
Marketing
New Feature

Automatically Collect User-Sentiment With Deeto’s New Feature

In today’s customer-centric world, relying on sporadic feedback or anecdotal evidence is no longer enough to drive growth. Understanding your customers’ experiences throughout their entire journey is essential for aligning your business strategies. Deeto’s new Campaigns feature is designed to automate and streamline this process, allowing you to collect valuable insights in real time, fueling your core business functions with authentic customer feedback.

What is Deeto’s Campaigns Feature?

The Campaigns feature enables you to automatically invite a static or flexible list of customers to become references or contribute specific content. Unlike traditional approaches that require manual outreach, this feature is fully automated, making it easy to build an ongoing feedback loop. Invites can be triggered based on criteria in your CRM, such as customer health scores, product usage milestones, or engagement levels, ensuring that you’re reaching out to the right customers at the right moments.

Beyond just gathering customer references, Campaigns allows you to request targeted content contributions, such as reviews, feature feedback, or product quotes. This dynamic and ongoing approach ensures that you’re consistently collecting fresh insights across your customers’ lifetime value (LTV). Rather than relying on isolated reviews, you’ll gain a richer, more nuanced understanding of customer sentiment.

Why Does This Matter?

Incorporating continuous customer feedback into your strategy has far-reaching impacts. With Campaigns, you can authentically understand your customers’ sentiment and experiences throughout their entire journey, contrary to relying on fragmented or anecdotal feedback. The data collected becomes a living, evergreen knowledge hub that benefits every part of your business.

Key Benefits Across the Organization

For Sales: 

Your team can bring authenticity into every step of the sales cycle by providing up-to-date social proof and connecting prospects with the right customers to help push the deal forward.

  

For Marketing: 

Your team can harness authentic, customer-generated insights to support all GTM initiatives. Real testimonials, user stories, and content about specific features will resonate more.

For Customer Success: 

With continuous feedback flowing in, your customer success team will have a more accurate gauge of how customers feel at every stage, making sure to delight them every time they interact with them

Fully Automated and AI-Driven

The true power of Deeto’s Campaigns lies in its seamless automation. By integrating with your CRM and leveraging AI-driven capabilities, the process of gathering feedback, testimonials, or references is effortless. You no longer need to spend valuable time manually managing outreach and follow-ups. Instead, *Campaigns* operates in the background, steadily collecting data and keeping your knowledge base up to date.

Fueling Long-Term Growth

Deeto’s Campaigns feature is more than just a feedback tool; it enables real-time, authentic customer insights that help every team stop shooting in the dark.

By providing continuous, accurate feedback, your business can evolve alongside your customers, fostering deeper relationships and long-term success.

Start using this feature in Deeto right here

Meet Deeto's New Feature: Campaigns

Meet Deeto's New Feature: Campaigns

In today’s customer-centric world, relying on sporadic feedback is no longer enough to drive growth.

New Feature
Content
Growth
Marketing

Building a successful product, bringing it to market, and improving it in a way that keeps you ahead of the competition. All these things start with understanding everything about your customers — the problems they need solved, where they look for solutions, and how they make purchase decisions.

You could do all the market research in the world, but it still won't beat actually talking to them.

  • Surveys
  • Feedback forms
  • Social media interactions
  • Product testing
  • Direct conversations

These are just a few of the ways you can (and should) learn what your customers think about your product, customer experience, competitors, and overall brand.

Why bother with all of that in the first place, though?

I'm glad you asked...

1. Reviews and testimonials aren't enough.

You can use them to build trust with your customers and drive conversions. And they can sometimes give you basic insights into what your customers are and aren't a fan of, and how you compare to the competition. 

But reviews, testimonials, and the like have their limitations:

  • They're only a snapshot of one customer's experiences at a specific point in time.
  • They often lack details about the reasons behind positive or negative feedback.
  • They normally don't represent the views of your entire customer base, as they typically come from a self-selecting group of customers.

Most businesses stop here, though. They collect one-off social proof to use as a marketing asset (which is definitely important), but they don't dig any deeper to understand their customers on a more strategic level.

The right kinds of feedback will give you insights into the full customer experience. You can use that info to improve your onboarding, service, and support processes. And you can use it to communicate the value of your product to future buyers in a way that aligns with their needs and expectations.

2. Your customers are always evolving.

Instead of just reacting to it, you have to identify and anticipate shifts in buyers' attitudes and the methods/resources they use. After going against customers' natural flow for a long enough time, you're at a tremendous risk of losing them.

On top of that, they need something different at every stage of their lifecycle.

That's why part of your knowledge collection process should include:

  • Learning your customer's behavior at every stage
  • Identifying points of high and low engagement with your brand/product
  • Finding patterns in customer motivations, needs, and preferences over time
  • Adjusting your product, messaging, and channels to meet changing demands

From there, you can make the changes that improve engagement with your brand, decrease churn, and drive product adoption.

3. Your product has to evolve with your customers.

Even if you're getting great feedback from your users at present, there's no guarantee they'll stay happy forever. If you neglect customer knowledge while your competitors actively seek it out, it's only a matter of time before they develop a product that's more aligned with what they're looking for.

When you're continuously gathering knowledge and feedback from your customers in the form of surveys, feedback forms, and feature testing, you can build your product strategy according to real-time user feedback.

Deeto is the central platform for collecting, managing, and sharing knowledge.

There are two fundamental aspects of customer knowledge:

  • Collection
  • Distribution

Deeto makes it easy to collect feedback by enabling your customers to give it to you directly. When you invite them to the platform, they're automatically a part of your knowledge base.

And they can contribute exactly how they want — reviews/testimonials for Marketing, reference calls for Sales, feedback/testing for Product, the list goes on.

Since it's all stored in one platform, every team can access that knowledge individually and use it to collaborate smoother, innovate faster, and create a better overall customer experience.

See how it works.

3 Big Reasons Why Knowing Your Customer Drives Results

3 Big Reasons Why Knowing Your Customer Drives Results

You could do all the market research in the world, but it still won't beat actually talking to your customers.

Growth
Business development

What makes them tick? What do they like (and dislike)? What are their pain points and challenges?

As a business, this is the core information you need to build a winning product, market and sell it effectively, and retain your customers long-term.

Now...

Modern companies sell products almost exclusively online. And that means there's no way for them to know exactly who they're selling to (or why those people buy). Not unless they make direct, calculated efforts to get to know their customers, at least.

How do they do it, you ask?

The 4 pillars of customer knowledge

Broadly speaking, we can break customer knowledge down into four separate categories, based on which department they're most relevant for.

  • Marketing
  • Sales
  • Product
  • Success

Different teams need their own types of customer data — they need to use it in a way that makes the most sense for them. And, ultimately, all four departments need to work together to get a complete picture of your ideal customer.

1. Marketing

The vast majority of the customer journey happens before someone reaches out to your sales team. For most of your customers, they'll discover and learn about your product through (a) your marketing and (b) others' experiences with it.

That's where social proof collateral comes in.

  • Testimonials
  • Quotes
  • Case studies
  • Statistics
  • Reviews
  • User-generated content

People want to know your product works, and they don't want to hear it from just you — 84% of today's buyers say they trust reviews and other kinds of social proof "like they're recommendations from friends or family members."

Of course, you can't control what someone says about you on G2 Crowd. But, when you can gather their feedback internally, you control the distribution.

Once you have it, there are tons of ways to drive web conversions — improving your content by adding quotes and testimonials, running ads using an eye-opening stat, repurposing UGC, the possibilities are endless.

Using Deeto, it's easy to collect, organize, and share your social proof assets. Customers leave feedback within the platform. From there, generative AI curates case studies and other kinds of content. You can even use it to dynamically display content on your website.

2. Sales

Your sales reps can also use your marketing content. Throughout the sales process, their ability to solidify their case for your product depends on whether or not they can share relevant social proof.

  • A case study from a successful customer in a similar situation
  • A testimonial from a customer in the same industry
  • UGC showing real-life uses for your product

But sellers also use the customers themselves. Tons of your customers would be happy to hop on a call with a prospect, talk about their experience, and answer questions only they'd know the answer to.

Building a reference pool for your sales reps is the single best way to drive Decision-stage conversions. For each deal in the pipeline, you can have your reps search for customers who fit the prospect's persona or specific use case. Or, you can have Deeto's smart-matching algorithm take care of that for you.

3. Product

You can do years' worth of market research. Look at all your competitors. Brainstorm ideas with your product team. But, if you want to build a successful product, talking to your customers is the most valuable thing you can do.

They're the ones actually using your product day in and day out. And they know exactly what works, what doesn't, and what new features they'd like to see.

There are several ways you can collect product feedback:

  • Surveys
  • Customer interviews
  • User testing
  • In-app feedback tools (for SaaS products)

Gathering this information allows you to prioritize features, fix bugs, and make improvements that align with your customers' needs. Long-term, that's how you retain them and get them to advocate for your product.

4. Success

User satisfaction is the main priority for your Customer Success team, and that's something you can only know by asking the customers themselves.

  • Onboarding surveys
  • Quarterly check-ins
  • NPS surveys
  • Support tickets and chats
  • Post-implementation reviews

These are things you can mostly automate with software. But the data doesn't mean anything until you use it to inform your customer experience strategies.

What do you do with at-risk customers? How can you improve adoption, time to value, and retention? How can you activate your customers, engage them, and encourage them to advocate for your product? 

Deeto helps you take a systematic approach to all 4 pillars of customer knowledge.

For most companies, the major barrier here is access to such a wide variety of data. Maybe you can organize a few case studies or set up product testing, but it's extremely time-consuming and challenging to gather all this information from your entire customer base in a way that's consistent and scalable.

Deeto makes it easy.

  1. Customers leave their knowledge and insights within the platform.
  2. Your sales, marketing, product, and CS teams can access it from a central location.
  3. Our AI curates and suggests the most valuable content for each specific use case or customer interaction.

It aligns all your different departments, so you can turn those insights into action and drive growth across your whole organization.

See how it works.

How to Use Customer Knowledge to Boost Sales and Trust

How to Use Customer Knowledge to Boost Sales and Trust

Leverage customer knowledge to build trust, shorten sales cycles, and improve conversion rates.

Growth
Marketing
Business development
New business
Strategy

When a customer tells someone else about your product, the inbound lead you'll get is one of the easiest to qualify, fastest to close, and cheapest to acquire.

  • They probably share similar needs and challenges with the person who referred them.
  • They're already in 'buy' mode.
  • They trust your product because someone they know and trust uses and recommends it.

As many as 84% of B2B purchases start with a referral. And referral leads have a ~30% higher conversion rate compared to leads from other sources.

Most businesses get referrals from time to time. But, if you're just waiting for them to happen organically, you're leaving a valuable source of leads untapped.

Building a referral program shouldn’t be complicated.

Mastering your referral program is a lot easier than it looks. It's all about creating a system and process that encourages and rewards your satisfied customers for sharing their positive experiences with others, without making it a chore to participate.

1. Make it accessible to all your customers.

Finding the right customers for advocacy is usually the #1 pain point when running an advocacy program. Most fall short because they're too focused on targeting top influencers, rather than a broader segment of their customer base.

Referring a new lead to your company should be as easy for them as sending a social media post. Use a customer advocacy platform to...

  • Have customers onboard themselves through a guided process
  • Submit referrals directly through the system
  • Automatically track who they refer, where those referrals are in your sales funnel, and the impact of their contributions

2. Put your incentive at the forefront.

Show the value they will receive if their referrals convert. Instead of sending them a generic thank-you message, communicate the specific reward they'll get.

Incentives that work best:

  • Cash rewards
  • Discounts on future purchases
  • Exclusive access to new products or features

The point is, your rewards system should be clear and simple. Designate a specific reward for each referral category so every customer knows that when they do X, they get $Y.

3. Always keep the referee in the loop.

When a customer refers someone to your business, make sure to keep them updated on the progress of their referral. This (a) shows appreciation for their effort and (b) keeps them engaged and motivated to continue referring others.

During the sales process, send them updates on the status of their referral (e.g. lead contacted, demo scheduled). Once the deal closes, personally email or message them, thanking them for their referral.

Making referrals a top source of high-quality leads

The most powerful form of marketing is word-of-mouth. The reason is simple: it's authentic.

When you build your referral program, your goal is to maintain that authenticity while intentionally amplifying the volume and impact of your satisfied customers' voices.

A few best practices to keep in mind:

  • Allow referees to personalize their pitch. Give them the opportunity to share their own experiences with your product, rather than providing a generic message for them to copy and paste.
  • Look for opportunities to solicit a positive response. Even if a customer doesn't immediately elect to refer someone, invite them to when they leave a positive review or respond enthusiastically to a customer satisfaction survey.
  • Make it easy for customer advocates to stay informed. Your software's customer-facing interface should enable them to track their rewards, referral activity, and its value.
  • Engage referrers through other channels. Newsletters, loyalty programs, product testing, VIP early access to new features, and customer reference calls are some ways to maintain and strengthen your relationship with them and extend their value.

Referrals are just one avenue for advocacy.

Building a strong referral program is critical, but not all your customers will be willing or able to refer others. And some are willing to do a lot more.

A well-rounded customer advocacy program is flexible, so each customer can contribute their feedback and actions in ways that suit their time, motivation, and comfort level.

It has to incorporate:

  • Testimonials
  • Reviews
  • Case studies 
  • Customer reference calls
  • Product feedback and suggestions 
  • User-generated content

With Deeto, you can build your whole customer advocacy program on one platform and manage all your customer advocacy initiatives from a single dashboard.

Request a demo to see it in action.

Creative Referral Tactics and Customer Reference Program Tips

Creative Referral Tactics and Customer Reference Program Tips

Explore creative ways to get referrals and top customer reference program best practices for more leads.

Business development
Growth
Customer Advocacy

Before buying from you, nearly every prospect will look for referrals, reviews, and recommendations. For major purchases, they'll need a current customer to provide a reference.

If your customers talk about you on social media and review sites, the buzz around your products might even be the way prospects find you in the first place.

TL;DR: Customers who advocate for you play a crucial role in every stage of the funnel — from discovery to the purchase decision.

But how can you turn customers into advocates and use them to grow revenue?

I'm glad you asked...

5 ways to increase your revenue through customer advocacy

1. Social proof content on your website

Social proof content is far and away your most valuable marketing asset. 84% of people say they trust it as if it's a friend's or family member's recommendation. And sales pages with testimonials convert 34% more.

So, displaying social proof throughout your website will significantly increase the number of demos and free trials you drive.

There are plenty of ways to do so:

  • Customer quotes and testimonials
  • Case studies and success stories
  • Impressive statistics from customers
  • User-generated content
  • Spotlights showcasing how people use your product

Deeto's AI-powered social proof widget makes things easy. It sits in the bottom-left corner of your website (you can also have an embedded version nestled within the page itself), and automatically shows relevant testimonials that your customers left in the platform.

Or, you can embed it directly into the page.

2. Reviews on third-party sites

Clutch found that 94% of B2B buyers use review sites when making purchase decisions. And, on average, buyers trust reviews around 25% more than they trust sales reps.

Soliciting reviews on third-party sites like G2, Trustpilot, or Capterra helps you capture new leads and push existing ones toward the final “Yes.”

It's also one of the easiest and most scalable ways to gather and distribute customer feedback. All you have to do is set up automated review requests through your live chat software or email marketing tool.

3. Reference calls

Reference calls are one of the best B2B sales tools because they give prospects a chance to ask current customers about their experience with your product. 

Your reps might be able to answer questions and alleviate concerns, but hearing it from someone who's actively using your product gives them more context and assurance. It makes the seller more authentic and trustworthy.

Plus, the act of asking for a reference call solidifies a prospect's intent to purchase.

You can also use Deeto's smart-matching feature to connect prospects and references. It's based on relevancy — your sales team automatically sees customers who match the prospect's industry, company size, or use case. You can weigh the importance of each category, so Deeto can give you more accurate matches based on what characteristics matter most to your ICP.

It also considers factors like the reference’s call availability, which they set within the Deeto platform.

RELATED: Building a Strong Reference Pool: 4 Best Practices for B2B Tech Companies Using Deeto

4. Word-of-mouth marketing

Nielsen surveyed 40,000 buyers across 56 countries in its 2021 Trust in Advertising Study. The results: 88% of buyers trust and act on recommendations from people they know, above all other forms of marketing and advertising.

Not to mention, referral leads convert at a 30% higher rate.

The best way to facilitate word-of-mouth marketing is through a referral program.

Offer incentives for customers to refer friends and colleagues, and use Deeto's platform to facilitate, track, and reward successful referrals.

5. Social media shares and mentions

Whenever a customer talks positively about your brand on social media, their audience sees it. Encouraging UGC on social media makes customers more engaged with your brand while giving you a free boost in reach.

Depending on the type of product you're selling, you have a lot of creativity here:

  • Shareable quote graphics
  • Customer success stories and case studies on LinkedIn
  • User-generated videos using your product in their daily lives
  • A tweet about your product, or a strategy for using it

When it comes to incorporating users' content into the sales cycle, you also have plenty of options. You could run paid social ads featuring your customers, repost their content on your own profiles, respond to them on the platform, or incorporate their content into your email campaigns.

Important considerations for your customer advocacy program

Getting your advocacy channels and content sorted is just Step 1. When you're building your customer advocacy program, you have to keep three other things in mind:

  • Program scalability. Most businesses have trouble scaling customer advocacy for a few reasons: lack of structure for advocate engagement, excessive friction for advocates, and an uninteresting or unrewarding experience. You have to automate advocate touchpoints and centralize everything in an advocate-facing app.
  • Choosing the right advocates. Since there are so many different ways customers can advocate for you, you need to personalize things as much as possible. Customers should be able to contribute according to their own preferences, whether that's through reference calls or simply by publishing a review.
  • Making an impact on prospects. Prospects want to connect with advocates they can actually relate to. They care about the results and experiences of similar customers. When you're planning your program, consider how relevant a particular asset will be for different segments or stages of the buyer's journey.

Deeto's self-onboarding and smart-matching features take care of these considerations for you. Book a demo to see how it works.

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While customer activation and engagement are predominantly CS functions, they shouldn't operate independently of your sales and marketing processes.

Customer advocacy software handles the logistics of your program, like onboarding, creating and publishing content, incentives, rewards, and metrics.

Integrating it (and the overarching processes tied to advocacy initiatives) with your CRM keeps your sales, marketing, and CS team in the loop on customer sentiments, activities, and interactions. And it maximizes your opportunities for leveraging customer advocates in both pre-sales and post-sales efforts.

Let's look at five reasons to integrate your customer advocacy program into your CRM.

1. Aligns your sales and marketing efforts with customer advocacy.

There are dozens of ways to use your existing customers to flourish. It's all about how you utilize their power, the trust they place in your brand and how you can leverage that for higher conversions, cross-sell/upsell opportunities, and retention.

For your sales team, that could be customer reference calls, testimonials, and case studies. For your marketing team, that could mean user-generated content, reviews, and social media advocacy.

Using CRM allows you to seamlessly incorporate these initiatives into your sales and marketing processes. Since both teams will have access to the same customer data and interactions, it's easy to identify specific content and potential advocates for a campaign.

For instance, your marketing team can use Deeto's dynamic social proof website widget to source specific UGC (reviews, testimonials) from within their content pool. They can dynamically display it on your website, based on the products/services a potential customer is viewing. 

2. Allows for day-to-day integration of your customers’ voice within the sales cycle.

When you integrate customer advocacy with your CRM, the system can easily pull a prospect's firmographic data and current sales pipeline stage.

From there, you'll get a list of customers with similar attributes, use cases, and experiences, plus the stories and testimonials they've left in the system.

  • For prospecting and outreach, reps can personalize their messaging and calls by connecting voice-of-customer data to specific, relatable outcomes of using your product.
  • With smart-matching, the system can suggest which customers would be the best fit for a specific reference call or use case scenario.
  • For sales enablement, reps can use customer stories/quotes/video testimonials to backup product claims and objections handling, based on where they are in the funnel and what type of buyer they're working with.

Without integration, sellers would have to spend significant time pulling data from multiple systems and prepping content for calls, without certainty they're using the most relevant information for their buyer.

3. Helps CS teams address high-value and at-risk customers.

Advocacy is one of the best ways to activate your customers. Meaningful advocacy increases their engagement with your brand and product.

With engagement data within your advocacy software, you'll know:

  • Who contributes the most and how it impacts your bottom line.
  • Which customers have disengaged from your program or left negative feedback.

Your CRM will give you broader context into their behavior and potential issues with your product. Using that information, you can...

  • Engage with high-value advocates through personalized communication and rewards.
  • Reach out to at-risk customers to resolve issues and prevent churn.

4. Improves tracking capabilities.

In B2B sales, attribution is remarkably complicated. You can't just rely on top-of-the-funnel metrics like 'leads generated' or 'deals closed.'

This is particularly important when it comes to your referral program, and when you're assessing the overall impact of advocates and their content. With access to pipeline data in CRM, you'll know which customers and content touchpoints played a role in each deal, and how.

You can compare this with insights into who did what activity how many times to determine the impact an advocate has on the journey, and the overall ROI of your program.

5. Creates a more integrated advocate experience.

By integrating your CRM and customer advocacy program, you'll maximize customer engagement by delivering a more cohesive and satisfying experience.

  • Customers receive timely and relevant communications, rewards, and recognition for their advocacy efforts, which increases their loyalty and likelihood of promoting your brand further.
  • You'll collect more accurate, consistent and actionable data, since it will be based on all interaction points with your customers, not just a few.
  • It ties into other customer engagement efforts, like product/feature testing, newsletters, and loyalty programs, which you'll manage from CRM.

You don't have to shoehorn advocacy into your CRM.

Deeto integrates with your CRM to create a seamless workflow between sales, marketing, and the customers that help them sell. And you can set it up in minutes, not months.

For your customers, leaving a review or testimonial is as easy as posting a story on Instagram. For your team, end-to-end content, reference call, and referral management makes it easy to integrate social proof into every stage of the sales cycle.

Request a demo to see how it works.

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