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Welcome to the Advocacy Tech Portal

Let's discuss your options for tech in our space. 
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Preferred 
Platform
Sponsors

Customer
Evidence

Advocacy

References
Management

Advocacy Services

Your Resources

Guide to Choosing A Platform

I've helped hundreds of professionals walk through a platform search.
Here's my advice for finding the right advocacy platform:

1. Start with Your Business Goals for the Platform

There are generally 6 main use cases I've found for using Advocacy software.

2. Understand Your Internal Limitations

These limitations are going to impact what platforms you should consider, make sure you've investigated each of them with your leadership or appropriate team. 

3. Complete Thorough Research

Use the Vendor Scorecard to thoroughly research all aspects of this purchase.
Available below.

What Are Your Business Goals?

All of the following choices fall under Customer Advocacy platforms, but align with different company & program goals. 

01

Advocacy Program

Find, Recruit, and Activate customers to complete reviews, references, etc.
I suggest an Advocacy platform when you are hoping to build and scale an advocacy program across several types of customers and activities. This may include references and most advocacy platforms can manage references, reviews, sending surveys, and collecting basic customer stories.

These platforms tend to innovate in the advocacy space adding features such as identifying potential advocates through customer data,  job tracking, numerous categorization options (and an interface that makes it easy to use), and integrating with several platforms.

Since these are Advocacy first platforms, the product is built with the goal of helping you find, choose, and activate advocates. 

02

Reference Management

Manage reference requests & the customers hosting these calls.
Reference management platforms are created with the express purpose of identifying program members for a reference, managing approvals, sending messages, and booking times for reference calls with prospects. 

A big difference I see between Advocacy & Reference platforms is their primary purpose. For instance, one advocacy platform manages references as well but doesn't have features for you to manage the branding when it comes to messaging. A References first platform will manage this well and includes content management in their software. 

You'll find small differences between these softwares that impact your processes, time to complete tasks, and ease of use (for example reference platforms need to cater to UX issues for most of the sales, success and marketing teams, where advocacy software needs to work well for you).

03

Customer Evidence

Regularly uncover new & specific customer evidence to support GTM teams. 
When every team needs customer content to help with ideas, marketing, closing deals, and supporting partners, a Customer Evidence platform is a good choice. 

What really stands out for a Customer Evidence platform is the focus on driving massive amounts of content quickly, while making that content findable by anyone in your company, and then adding design aspects automatically to save you time. 

One of my favorite aspects is the idea that you can ask your customers questions over and over, like surveys and yet still see all of their answers based on the customer/user. 

04

Adv & Community

Choose an alternative to Influitive.
Since Influitive was acquired many platforms in our space have innovated in order to add more features and better align themselves with an advocacy and community approach to customer marketing. Today most of the advocacy platforms have some integration to offer with community platforms. 

05

Customer
Stories

Coming Soon!
Coming soon!

06

Review Management

Coming Soon!
Coming soon!

Pick the Perfect Advocacy or Reference Vendor

Get Your Copy of the Vendor Scorecard

Compare features with help, and:

  • Get a list of questions to ask other users
  • Check out a list of steps to follow for your search
  • Keep track of your wants, needs, & questions

How Do I Use the Scorecard?

The scorecard will help you compare advocacy platforms based on features, your own limitations, and input from others. 
1) Start with the first tab and check off each feature you need or want. 

2) Set up Demos with each platform company you'd like to test.

3) Seek reviews, references, and in-depth demos for specific features. 

Most Recent Feature Comparison Chart

Right click (Open in New Tab) to see it at full size. 


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Complete Guide to Choosing A Customer Advocacy Platform

Do Your Homework (with the Scorecard)

Know What You Want: Be clear on what you want your advocacy program to achieve now and in the future. 
  • Advocacy identification and activation
  • Customer Story creation and/or videos
  • Reference program (can usually track most advocacy efforts as well)
  • Customer Feedback or Voice of Customer
  • Community
  • Review Management
Look Around (Get Demos)
Research available platforms and read reviews and case studies: Start creating a list of specific questions you want to ask each vendor (in the scorecard). 

Consider all of the features you might want to use: 

  • Advocacy identification
  • Advocacy usage monitored
  • Job tracking
  • Advocacy activation or managing advocates
  • Messaging abilities
  • Data integrationAI (there are many capabilities for this)
  • References
  • Allowing Sales reps to choose their matches
  • Automating the connection & meeting times
  • Branding your platform usage
  • Collecting Voice of Customer feedback at scale
  • Managing collected content
  • Tracking content usage
  • Revenue impact metrics
  • Publishing and designing customer content
  • Generating 1st draft stories
  • Is it a separate platform or notIs gamification includedIs rewarding included and automated
  • Is there a community feature or integration
  • Data usage - do you want to start fresh or import data? Who will format it?
  • How much time is needed to run the platforms?
Get Everyone on Board Internally

  • Gather Opinions: Talk to key people (marketing, sales, IT, success) to get their input. Your senior leaders may already have a preference or previous experience
  • Find out how quickly you can make a decision
  • Get together with your CRM admin as they will be needed to integrate new platform into Salesforce
  • Start planning for internal adoption with Sales Enablement
  • Collect information on necessary security precautions
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