2017-2018 Advanced Practices in Customer Advocacy and Engagement

Attending the 2018 Summit on Customer Engagement? Or any of our previous Summits? Get $100 off! See details on the PURCHASE page.

Our groundbreaking in-depth qualitative study of best practices at enterprise-level firms that are most advanced in the area of customer advocacy and engagement. Study participants include Salesforce, Adobe, Citrix, Misys, IBM, BMC, LinkedIn, Rackspace, National Instruments, FireEye, and SAP Ariba. In most cases, we interviewed both a firm executive with oversight of customer advocacy and engagement programs, as well as the leader of the customer advocacy implementation team.



Why customer success efforts fail, and how to correct that.
The primary reasons are that the firm’s total customer experience (TCE) operations are misaligned with customer needs, and that firms organize to respond to customer complaints reactively. Advanced practices firms are correcting both of those.



How customer advocates are playing dramatically expanded roles throughout the customer journey.
Customers want to affiliate with other peer customers throughout the customer journey—not just when they’re buying. AP firms are responding robustly to this fairly obvious fact.


Advanced practices firms are building their growth strategies around Marquee Customers.

Given the importance of influential customer advocates in today’s buyer-empowered world, AP firms are responding to this upstream all the way back to formation of the firm’s business strategy. They ask, “Which prospective customers are most influential in our market, as well as innovative enough to pull us into our future?” Those are the marquee customers they go after and build their growth strategy around. AP firms are also exploding common myths about marquee customers, including that they must be famous brands and are reluctant to endorse vendors.

AP firms are moving toward placing customer advocacy at the center of the firm’s Total Customer Experience activities.
AP firms are finding that well run customer advocacy and related engagement programs excel at building loyal relationships with marquee customers. This includes not just retaining them as customers, but also getting these customers passionate about advocating for the firm. This is scalable, since they need only a relative few marquee customers to ensure ambitious retention and market expansion goals.


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