topic Re: Advocacy and Customer Marketing in Dashboards & Reporting

Advocacy and Customer Marketing

KSwecker — Mon, 28 Aug 2023 19:04:18 GMT

Hi all,

I've set up customer marketing and advocacy databases in the past in hubpsot, but I'm doing it again and looking to crowdsource some innovative ways to go about it. I'd be looking for a set up to capture references, reviews, case studies, speaker engagements, active advocates, etc. Can anyone share any screenshots of their set up with me? I'd love to use it as inpsiration when I discuss with my marketing ops team

Re: Advocacy and Customer Marketing

kvlschaefer — Tue, 29 Aug 2023 08:27:17 GMT

Hi @KSwecker,

Thanks for reaching out to the Community!

This is a great question 😄

I wanted to invite our subject matter experts to see if they have any examples.

Hi @danmoyle, @ThatChristinaG, @ChristinaKay, @Phil_Vallender - Do you have any insight you could share with @KSwecker?

Thank you!

Best,

Kristen

Re: Advocacy and Customer Marketing

danmoyle — Tue, 29 Aug 2023 12:53:51 GMT

Thanks for the tag @kvlschaefer 😊

Hi @KSwecker and welcome to the Community!

I don't have a specific use case to share screenshots about, but I do have an idea. Since you have Enterprise it appears, have you thought about using custom objects to create either a partner relationship management (PRM) set-up? Or perhaps something like a Community where folks are connected as you describe?

Where I work, we created solutions for both scenarios using HubSpot as the center.

RocketPRM
cohortum (community)

I think a custom object with associations (like a PRM) would be a good place to start!

Re: Advocacy and Customer Marketing

ThatChristinaG — Tue, 29 Aug 2023 13:25:52 GMT

Hey @KSwecker! Can't really show screenshots but here are a few things I would recommend.

Create a list of what you want to capture and determine if it already exists or needs to be a custom object.
How will this content be added to the CRM?

I would want to see a structure for advocacy prospecting:
- NPS

- Event attendance
- Years as a customer
- Ties to teams (partner, CAB, INBOUND speaker, etc)

A place for advocacy collection:
- Evidence (case studies, testimonials, etc)

- Collaboration/partnering opportunities
- Retention rate vs Nonadvocates

- Referrals if applicable

I find that a lot of customer marketing and advocacy work struggles because they jump in before creating a structure for measurement. I would recommend detailing everything you want advocates to do and be identified for and reverse engineer that in HubSpot.

Hope that helps.

Re: Advocacy and Customer Marketing

KSwecker — Tue, 29 Aug 2023 14:09:25 GMT

Yes, this is 100% true. And I've actually done this a few times; however, was just hoping for some screenshots as inpsiration (and to see what I may not have thought of). I've started a mapping/flow/storyboard exercise:

Re: Advocacy and Customer Marketing

CHoffner — Thu, 19 Oct 2023 02:51:23 GMT

Hi @KSwecker,
I've just started down a similar path and I, by no means, am experienced at setting up customer advocacy tracking. I've typically been the beneficiary of stellar customer marketing teams who've managed this at my past companies. I was also using Salesforce and ReferenceEdge for this at those companies, so trying to do it in Hubspot is new.

If you have any learnings that you could share with me as you've worked through your set-up, I would really appreciate it! Thanks!