Deliver customer references to close deals faster [OnDemand]

Are you struggling to source customer references that'll have a genuine impact?

Don't over-rely on your current pool of customer references – they'll end up straining your customer relationships and going stale.

In our session with Upland Software and customer reference experts from Sage, we uncovered the ins and outs of creating an impactful customer reference program to help your sales team seal the deal and convert on-the-fence prospects into paying customers.

3 key takeaways

  • Optimize reporting: Determine the ideal reporting structure for your customer reference team
  • Measure program success: Gauge the impact of your customer reference program on marketing and sales as integral to brand ambassadorship.
  • Collaborate with sales: Directly collaborate with sales to boost buyer confidence and expedite access to customer references across the customer journey.


Meet your expert hosts...

Elias Rassi Manager, Marketing, Upland RO Innovation Eli is responsible for the marketing strategy at Upland RO Innovation. He works closely with brand, product, sales, and custom success teams to create enablement programs for the entire customer lifecycle.
Kara Manfredi Senior Customer Reference Manager, Sage Founder and leader of the Worldwide Customer Marketing Networking group. Currently comprised of over 400+ customer reference and customer marketing professionals which meet to review and share best-practices.
Simon Le-Fevre Senior Business Process Improvement Manager, Sage Simon is a seasoned expert in creating world-class Sales Reference programs that harness the enthusiasm of happy customers to drive new business. He specializes in identifying gaps and formulating strategic plans that effectively integrate people, process, and technology.