Welcome to the Deeto Hub

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

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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

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

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B2B sales are naturally more drawn-out than their B2C counterparts. There are more stakeholders, higher price tags, and more risk involved. That’s just part of the game.

But there’s a difference between “long” and too long.

Buyers don’t just dislike friction, they actively avoid it. And nothing kills momentum faster than a drawn-out sales process full of follow-ups, delays, and unclear next steps.

In today's article, I'll walk you through 10 strategies you can use to get deals across the finish line faster.

Why shortening your sales cycle is crucial

The faster you can educate your buyer, align with their needs, and get to a decision, the more likely you are to win the deal. According to Ebsta's 2023 B2B Sales Benchmark Report, deals that close within 31–60 days have significantly higher win rates. And when a deal remains open beyond twice the average sales cycle length, the chance of closing drops to just 3%.

A shorter sales cycle has ripple effects across your entire business. It leads to:

  • Greater sales capacity
  • Higher revenue velocity
  • A better buyer experience
  • Lower customer acquisition cost
  • Better forecasting and pipeline visibility
  • More conversions (at every funnel stage)
  • Stronger alignment between sales and marketing

You can fit more deals into the pipeline at once, with better margins and more predictable cash flow, while making it more seamless for buyers to actually give you their money.

The problem is that sales cycles are getting more complicated. Capchase's 2023 report indicates that B2B SaaS sales cycles have lengthened by an average of 3.8 weeks across companies, which leads to increased customer acquisition costs and reduced revenue per unit.

Defining your sales cycle: know your starting point

Before you can speed up your sales cycle, you need to understand where it actually begins, how it progresses, and where it tends to stall.

1. Map out your current sales stages.

In B2B sales, you have multiple conversion points.

  • A prospect becomes an MQL.
  • Then an SQL.
  • Then an opportunity.
  • Then (hopefully) a closed-won deal.

Each of those transitions is a handoff, and each handoff is a potential slowdown.

Start by documenting the full journey from first touch to closed deal. Break it into clear stages—lead capture, qualification, demo, proposal, negotiation, close—and identify the key actions or signals that move a prospect forward.

2. Measure the time between each step.

Once you’ve outlined each stage of your sales cycle, dig into the data and measure how long leads typically spend in each one. You’re looking for averages, outliers, and patterns.

  • How long does it take to convert an MQL to an SQL?
  • How much time passes between a discovery call and a proposal?
  • Are deals stalling during legal review or procurement?

With answers to these questions, you can zoom in on the slowest stages and fix what’s broken — e.g., a content gap, poor qualification, or an unclear next step.

3. Identify friction points and blockers.

Now, you have a benchmark. So you can ask yourself why certain stages take longer than they should. This is where the real optimization work begins.

Look at:

  • Handoffs between teams: Is there lag between marketing and sales? Between sales and legal?
  • Buyer indecision: Are prospects unclear on next steps? Are they waiting on internal approvals?
  • Internal delays: Are reps waiting on custom decks, pricing approval, or legal redlines?
  • Tech gaps: Are tools misaligned or slowing down outreach, quoting, or scheduling?

Talk to your sales team. Listen to recorded calls. Review proposal feedback.

Once you've figured out exactly where in the sales cycle you're taking too much time, you can start applying targeted fixes that actually move the needle. Below are 10 strategies you can use to do so.

Strategy 1: Qualify ruthlessly, disqualify quickly.

If you're facing problems further down the funnel with leads who were never going to close, eliminating them at the source (the top of the funnel) will save you time and give you resources back in every stage thereafter. That's why bringing the right leads in is one of the most impactful improvements you can make: it gives back wasted time to every subsequent stage.

Define and adhere to your ICP.

Your ideal customer profile (ICP) should define the company size, industry, pain points, and buying triggers that make someone a strong fit for your solution. If a lead doesn’t check enough of those boxes, they’re not worth the time investment.

Implement a robust qualification framework

Don’t leave qualification to gut instinct. Your sales playbook should use proven frameworks like:

  • BANT (Budget, Authority, Need, Timing)
  • MEDDIC (Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion)
  • CHAMP (Challenges, Authority, Money, Prioritization)
  • Challenger Sale (commercial teaching, tailored messaging, differentiation)

The right methodology depends on how complicated your buying process is, and how many people are involved in the average buying group. Enterprise deals do better with a more involved framework like MEDDIC, for example.

Strategy 2: Master the discovery process.

A weak discovery call leads to vague proposals, unclear value, and deals that stall. If you want to shorten your sales cycle, you need to nail discovery because that’s where momentum begins.

Ask deeper, more insightful questions.

Don’t stop at surface-level pain points. Go deeper.

Instead of asking“What’s your biggest challenge?” ask:

  • "How is that challenge impacting revenue or retention?”
  • “What happens if you don’t fix this in the next quarter?”
  • “What does success look like on the other side of this?”

Your sales reps' goal isn’t just to collect information. It’s to create urgency, build trust, and show the buyer you understand their world better than your competitors do (your chosen methodology will guide this).

Uncover real business challenges and desired outcomes.

Buyers don't care about fancy features. They care about what those features can do for their businesses. Maybe they want to reduce churn by 15%, enter a new market, or eliminate some of their manual workloads. When you connect your solution directly to those business-level goals, you make a more compelling case for your product, which drives faster decision-making.

Strategy 3: Personalize every interaction.

77% of B2B buyers are more likely to engage with sellers who show they understand their needs through personalization. And personalization is shockingly uncommon. Check your email inbox, look at all the pitches you get, and you'll see what I mean.

Tailor your messaging, demos, and content.

The best way to differentiate is through solution selling. The problems your reps uncovered in the qualification stage? Those are the things all the future conversations, demos, and enablement content should be centered around.

Deeto helps you personalize even further, even easier. Our smart-matching algorithm automatically shows your reps relevant references, use cases, and social proof collateral with each prospect, based on identifiers like their industry and company size.

Leverage research and insights.

It also helps to spend 5–10 minutes researching the company and the contact before each interaction. Look at recent press, LinkedIn activity, tech stack, and hiring trends. Then use that intel to ask smarter questions and position your solution more strategically. At the very least, it'll show them you've done your homework.

Strategy 4: Leverage Sales Automation to Speed Up Processes

AI and automation tools can actually make you MORE authentic — that is, if you use them properly. A few critical ones:

  • CRM automation (HubSpot, Salesforce): Tracks every touchpoint, updates deal stages automatically, and eliminates manual data entry.
  • Email sequencing tools (Outreach, Reply.io): Automates personalized outreach and follow-up, so you're top-of-mind without constantly replying to dozens of people.
  • Scheduling tools (Calendly, Chili Piper): Completely eliminates the "what time works for you?" aspect of setting meetings. Just drop a link and let prospects book.
  • Proposal and contract automation (DealHub, DocuSign): Generate, send, and track proposals with built-in quoting and e-signature flows.
  • Lead enrichment platforms (Clearbit, ZoomInfo): Auto-fill contact and company data to cut down research time.

Deeto plugs into your existing sales automation stack to amplify its time-saving benefits. By integrating with your CRM and sequencing tools, it streamlines social proof and reference sharing by automatically surfacing real customer stories that match your prospect’s profile.

Strategy 5: Leverage social proof powerfully.

There are plenty of ways to drive conversions using social proof (it influences 90% of buyers comparing products). The key is to use the right types of social proof. If your marketing attracts the wrong leads, you'll waste too much time qualifying people who were never going to buy.

That means featuring:

  • Companies in the same industry
  • Similar use cases
  • Matching titles and roles
  • Shared pain points and goals

If a SaaS CFO lands on your site and sees a testimonial from another SaaS CFO explaining how they eliminated 90% of their financial reporting inaccuracies, you’ve got instant relevance.

Deeto's AI-powered widget makes it easy to distribute social proof across your website, and there are plenty of other places to incorporate this content into your sales cycle:

  • Add logos and quotes to landing pages and pricing pages.
  • Include relevant case studies in email sequences.
  • Bring tailored proof into your sales calls and proposals.
  • Run ads with quotes and customer stories as the focal point.

Strategy 6: Handle objections proactively.

When buyers hesitate, it usually isn’t because they actually need more time. It’s because something feels unclear, risky, or misaligned.

You already know what objections come up most often:

  • “It’s too expensive.”
  • “We’re not ready to switch right now.”
  • “We need buy-in from [insert stakeholder].”
  • “We’ve tried something similar and it didn’t work.”

Bring these up before your buyer does. Frame them in the context of other customers who felt the same way, and explain how they moved forward anyway.

To make this the standard across your sales org, create a centralized objection-handling library your reps can pull from. And make it a part of your ongoing training to practice handling these objections in mock sales calls.

Strategy 7: Foster tight internal alignment.

Influ2 data shows that more than half (53%) of teams have issues with hand-off misalignment between sales and marketing. But you also have approvals from legal and finance (and, for enterprise deals, possibly your product team) to worry about.

There are a few steps you can take to eliminate those issues:

  1. Co-create the ICP and qualification criteria. Sales knows which leads convert and which ones waste time, which is critical intel for your marketers.
  2. Align on messaging and timing. For example, marketing should plant key objections early through content. Sales should reinforce messaging in discovery and demos. CS or onboarding should be looped in during late-stage deals if implementation is a concern.
  3. Use shared tools and workflows. Use shared dashboards in your CRM to track pipeline stages, lead status, and next steps. Automate internal alerts and routing for deal stage changes, task assignments, or reference needs. Again, Deeto helps with this.
  4. Create a tight feedback loop. Micro-feedback moments compound into better campaigns, stronger positioning, and faster closes. So you should always be sharing win reasons and sending voice notes or Loom videos to your marketing or CS counterpart after key calls.

Strategy 8: Streamline proposals and contracts.

If your proposals are confusing, overly technical, or missing key details, you’ll create hesitation, even if everything you've done up to this point has been executed perfectly.

Create clear, concise, value-driven proposals.

Your proposal should feel like a no-brainer to the buyer.

That means:

  • Recapping their specific challenges
  • Framing your solution as the answer
  • Highlighting outcomes, not just features
  • Keeping pricing simple and transparent
  • Including relevant social proof or references

Use templates, but tailor them. And deliver them fast, ideally within 24 hours.

Bonus tip: Include a short video walkthrough of the proposal to give context and increase engagement.

Simplify legal and procurement steps wherever possible.

This is a huge drag point, especially in enterprise sales. But you can speed it up by using standard contracts that legal has already pre-approved and building optionality into pricing and terms to reduce back-and-forth.

You can also offer redline templates to guide negotiations through your contracting and e-signature tool, which further reduces the overall friction here.

Strategy 9: Use data analytics to identify bottlenecks

Dig into your CRM and analytics platforms to uncover:

  • Stage duration trends: Where do leads linger the longest?
  • Drop-off points: Which stages have the highest abandonment rates?
  • Conversion rates by persona or segment: Are certain types of buyers consistently slower to close?
  • Rep performance patterns: Is one team member consistently closing deals faster/slower than the others? What're they doing right/wrong?

Deeto surfaces valuable insights into engagement with reference content, buyer-to-buyer storytelling, and customer quotes, which tell you which proof points drive the most velocity and which customer stories resonate with which segments. That gives you a data-backed understanding of how trust accelerates deals.

Strategy 10: Leverage customer advocacy to build trust and shorten the sales cycle.

Nothing brings buyers to a "Yes" faster than hearing from someone who’s already been in their shoes and came out the other side with results. That’s the power of advocacy. It’s word-of-mouth marketing that’s both free and incredibly persuasive.

When you're building your customer advocacy program, don't leave out any of the following steps:

  • Overcoming objections with case studies and testimonials
  • Encouraging user-generated content and reviews (e.g., through small incentives)
  • Building a structured referral program that rewards customers for making warm intros

Deeto makes advocacy easy and scalable.

Deeto pulls all of your advocacy efforts into one place and simplifies them, so you’re not looking through thousands of content pieces, scrambling for references, or spending months to create one case study.

  • Customers onboard themselves in minutes (it’s as easy as posting an Instagram story).
  • You get a centralized library of quotes, stories, videos, and references.
  • Sales reps can easily match prospects with proof that speaks directly to their concerns.
  • You get to see which advocacy assets are actively influencing deals and accelerating close rates.

Request a demo to see how it works.

How to Shorten Your Sales Cycle: 10 Strategies

How to Shorten Your Sales Cycle: 10 Strategies

Discover 10 proven strategies to shorten your sales cycle, close deals faster, and boost revenue. Learn how Deeto helps!

Strategy
Customer Advocacy
Business development
Growth

Your content shouldn’t be stuck in silos—it should be working for you. That’s why we’re excited to introduce Imported Contributions, a new feature that allows you to seamlessly bring external content into Deeto and share it effortlessly using our website widget, microsites, and more.

Bring All Your Content into One Place

With Imported Contributions, you can import testimonials, case studies, customer reviews, and other valuable materials—regardless of where they were originally created. Once inside Deeto, your content is instantly organized and ready to be shared across:

  • Website widgets – Display key content directly on your site.
  • Microsites – Personalize experiences with account-specific documentation.

No more scattered assets. No more wasted content. Just a central hub where everything is easily accessible and shareable.

Why It Matters

Faster Time to Value

Get up and running in minutes—import content and start sharing instantly.

No More Blank Pages

Your repository is never empty. Every imported asset becomes a source of multiple shareable pieces.

AI-Driven Efficiency

Repurposing content manually takes time. Let AI do the heavy lifting by pulling out key insights and turning them into ready-to-use assets.

Smarter Content Distribution

Make sure your best content is working for you. Seamlessly share it across G2, microsites, and personalized reference experiences.

Who Benefits from Imported Contributions?

This feature is perfect for teams looking to maximize their existing content:

  • New Users: Instantly build a full repository without starting from scratch.
  • Marketing Teams: Repurpose case studies, testimonials, and reviews for multiple channels.
  • Sales & Customer Success Teams: Easily add relevant, account-based documentation to personalized microsites.

AI-Powered Content Extraction & Repurposing

Bringing content into Deeto is just the beginning. Our AI Agent goes a step further by automatically analyzing your imported materials and extracting key insights. This means:

  • Transform one asset into many – A single case study can become a collection of impactful customer-generated quotes.
  • Automated content repurposing – Let AI pull out the most impactful statements from reviews, surveys, and customer stories.
  • Smarter content management – Keep everything organized and instantly accessible for marketing, sales, and customer success teams.

How It Works

Setting up your Deeto repository is quick and simple:

  1. Import Your Existing Content – Upload case studies, reviews, and other materials from any source.
  2. Let AI Work Its Magic – Deeto’s AI Agent scans your content and extracts key insights like impactful quotes, customer success highlights, and data points.
  3. Generate Multiple Assets – Create additional content formats (ie quotes) from any testimonial, review, or case study.
  4. Store & Share Instantly – Organize everything in Deeto and distribute it effortlessly through widgets, microsites, and integrations.

Frequently Asked Questions

What is this feature, and why was it developed? Imported Contributions turns Deeto into a single source of truth for content collection, management, and distribution. It simplifies onboarding and drastically reduces the time to value.

Get Started Today

Imported Contributions is now live. Log into Deeto, start importing your content, and transform your assets into powerful, shareable materials.

If you have any questions, we’re here to help.

Introducing Imported Contributions: Bring External Content into Deeto & Scale It with AI

Introducing Imported Contributions: Bring External Content into Deeto & Scale It with AI

Bring All Your Content into One Place

Marketing
New Feature
Content
Customer Advocacy
Growth

People don’t trust brand-generated content the way they used to. You can say “we’re the best” a hundred times, but it won’t carry the same weight as a real user saying it.

B2B buyers are doing more research, reading more reviews, and relying more on recommendations from peers. They want to hear from people who’ve actually used your product, not a sales team with a script.

That’s why referral marketing is one of the most powerful growth levers in B2B. When done right, it brings in leads that close faster, stick around longer, and convert at higher rates.

Let’s break down how you can build a referral program that works.

In B2B, referral programs are no longer a "nice-to-have"...

B2B buyers are overwhelmed. Their inboxes are packed with cold pitches, retargeting ads, and 30 different vendors who all claim to be “innovative” or “disruptive.”

Referrals cut through that noise. When a user from the same customer segment can speak to your product's value, it bypasses the skepticism, the endless comparison-shopping, and the over-polished sales decks.

And the numbers back it up:

Yet only 3 in 10 B2B companies in North America have a formal referral program in place.

That’s a huge opportunity. Especially considering the fact that referrals bring in high-quality leads that don’t need as much nurturing, already trust your brand, and are far more likely to convert.

Laying the groundwork: essential first steps for your B2B referral program

Before you launch a B2B referral program, you need a solid foundation. That means aligning your team on what success looks like, who you’re targeting, and how you’ll measure impact. Without that clarity, even the most well-designed program will fall flat.

1. Define clear objectives for your program.

“Getting more referrals” sounds like a goal, but it’s really just an outcome. You need to define the specific business objective your referral program supports.

Start by asking: What larger initiative is this supporting? For example, if your Q3 OKRs include breaking into mid-market accounts, the referral program should be built to source leads from existing SMB clients who know contacts at larger companies.

Then, define what success looks like (with metrics). Are you aiming for 10 referred leads per month? A 20% referral-to-close conversion rate? An X% increase in deal velocity? Pick 1–2 primary KPIs and get buy-in from sales, marketing, and CS on what’s realistic.

Pro tip: A good referral rate generally falls between 2% and 5% of your total customer base, so you can start there.

2. Identify and understand your ideal referrers.

Spoiler alert: it’s not always your best customers. Some love your product but don’t have a strong network. Others are well-connected but haven’t been nurtured enough to feel motivated to share.

Start with segmentation. Use your CRM or success platform to filter customers by Net Promoter Score (NPS) or CSAT, length of time using your product, product usage patterns (especially power users), and industry influencers or highly networked roles (consultants, agency partners, VCs).

Then, look for referrer intent signals. If someone already referred you organically (check email intros or LinkedIn mentions), gave you a positive review or testimonial, or engages with your brand regularly (e.g., social shares, event attendance), they should be at the top of your list.

From there, you'll be able to build a referrer "persona" based on things like job title and industry, their network access (e.g., “sells to our ICP” or “works at adjacent orgs”), and their motivation (status, rewards, helping others succeed).

3. Map your advocates.

If you really want to be proactive, your next move is figuring out who these people know and how those connections line up with your target accounts. There are a few different ways to do this, but the easiest way to start is with LinkedIn Sales Navigator.

Search by current and former employees of your target accounts, and cross-reference those with your referrer list. You’ll often uncover hidden warm paths, like a power user who’s connected to 5 decision-makers at a dream logo. Message your advocate and suggest a friendly intro.

You should also train your CSMs and AEs to spot mapping opportunities by asking simple questions like:

  • “Are there any peers in your network you think could benefit from [product]?”
  • “Anyone you’ve talked to recently who’s struggling with [pain point]?”

Benefits of referral programs for B2B companies

When you have a strong pipeline of referral leads coming in, everybody wins. Your sales team spends less time convincing and more time closing. Your CS team gets higher-quality accounts. And you'll see a higher ROI on your marketing content.

Here’s what a well-run B2B referral program can do for your business:

  • Shorter sales cycles
  • Lower acquisition costs
  • Sky-high conversion rates
  • Stronger customer engagement
  • Better-fit customers with higher retention

Not to mention, every successful referral plants the seed for more. You’re not just acquiring a new customer, you’re potentially gaining another advocate. Over time, the program builds on itself, which further reduces your dependence on outbound or paid.

Types of B2B referral programs

There are five main ways to get B2B referrals:

  • User referrals
  • Affiliate referrals
  • Influencer referrals
  • Value-added referrals
  • Customer success-triggered referrals

As you build your referral program, you may use some or all of them.

User referrals

These are the most common (and easiest to implement) types of B2B referrals. User referrals focus on activating your existing customer base to bring in new business, usually through a one-to-one, personal introduction. These programs typically offer incentives for both parties (the referrer and the referee) and rely on the trust that comes from a direct, human connection.

They work best when:

  • You have a product that users actively engage with.
  • Your users are decision-makers or have influence over buying decisions.
  • The barrier to entry for the referred user is low (free trial, demo, etc.).

Example: Dropbox Business

Dropbox was one of the earliest companies to perfect user referrals at scale, even in the B2B space. And it netted them 3,900% user growth in its first 15 months.

Its business-tier users are encouraged to share their unique referral link with coworkers or other businesses, earning additional storage space or service credits in return. The offer is simple, the onboarding is seamless, and the value to both sides is immediate.

Affiliate referrals

Affiliate referral programs reward third parties — creators, consultants, agencies, or influencers — for sending traffic or leads your way. Unlike user referrals, affiliate programs scale through content, SEO, and outreach. The incentive is usually monetary and tied to performance: clicks, sign-ups, or closed deals.

They work best when:

  • Your product has broad appeal across industries or job functions.
  • You want to reach new audiences at scale.
  • You have the ability to track performance accurately (via affiliate links or coupon codes).

Example: HubSpot

HubSpot offers affiliates generous commissions (up to $1,000 per product purchase) for promoting its suite of marketing, sales, and CRM tools. Their program includes a portal with tracked links, branded assets, and performance reporting. Through content creators, review sites, and consultants, HubSpot turns external audiences into a powerful top-of-funnel engine.

Influencer referrals

Influencer referral programs involve partnering with niche thought leaders, industry experts, or high-trust creators who have influence over your ideal buyers. These people are consultants, analysts, newsletter authors, or LinkedIn personalities whose audience listens when they recommend a tool or service.

These work best when:

  • You're targeting a specific vertical or buyer persona.
  • You want to build credibility through association.
  • You’re willing to offer high-value incentives (or non-monetary perks like co-marketing or early access).

Example: Notion’s B2B Creator Program

Notion has quietly built a network of productivity influencers and creators, many of whom consult with teams on how to structure internal documentation and project management. Instead of just paying for shoutouts, Notion empowers these influencers (who are also their own power users) to teach others how to use the product, refer enterprise teams, and even sell their own templates.

Value-added referrals

Value-added referral programs tap into partners who already have trust-based relationships with your target customers—think resellers, service providers, consultants, system integrators, and tech partners. These partners refer your product because it makes theirs more complete.

These work best when:

  • Your product integrates with or enhances another product or service.
  • You serve industries where buying decisions are heavily influenced by consultants or agencies.
  • You can offer co-marketing opportunities or revenue share for added incentive.

Example: Salesforce consulting and AppExchange partners

Salesforce has a network of thousands of consulting firms and systems integrators who customize and implement Salesforce for specific industries. They've also built an entire ecosystem around value-added referrals through their AppExchange marketplace, which allows partners to list their Salesforce-friendly products in exchange for a small cut (similar to, say, the App Store).

Customer success-triggered referrals

CS-triggered referrals are timed around key success moments. The idea is simple: ask for a referral when the customer is happiest. That could be right after onboarding, a major win, a milestone reached, or a glowing NPS score. It’s proactive, contextual, and feels natural because it’s tied to real value delivered.

They work best when:

  • You have strong customer success and onboarding touchpoints.
  • You track engagement and milestones in your product or CRM.
  • You want a consistent, repeatable referral pipeline without extra marketing.

Example: Gusto

Gusto, the payroll and HR platform, triggers referral asks via email at specific customer milestones, like when someone runs their first successful payroll. These moments are high-trust and high-satisfaction, making the ask feel timely. Gusto offers $300 for each successful referral, but what makes it work is the when, not just the what.

Creative and effective B2B referral program ideas and incentives

The best B2B referral programs don’t just ask for referrals, they make people want to send them. And while cash is nice, it’s not always the most motivating incentive. What works better is rewards that feel aligned with your brand, your product, and your referrer’s goals.

One-sided vs. dual-sided incentives

When designing your referral incentive, you’ll need to decide: do you reward just the referrer, or both the referrer and the referee?

One-sided incentives reward only the person making the referral. They’re flexible, easy to implement and track, and work well in affiliate-style or performance-based programs. But, they can feel transactional.

Dual-sided incentives reward the referrer and the person being referred. The incentive for the referee might be a discount, onboarding perk, or exclusive access — something that makes accepting the intro feel like a win. They encourage referrals within close professional networks, but they're slightly harder to manage.

The bottom line: If you're focused on volume and reach, one-sided incentives can scale faster. But if you're focused on quality and relationship-based referrals, dual-sided incentives build more trust—and often result in higher conversion rates.

Incentive Type
Best For
Pros
Cons
Example Use Case
One-Sided
Affiliates, influencers, partners with wide reach
- Simple to manage
- Flexible reward options
- Ideal for top-of-funnel outreach
- Can feel transactional
- Less trust for referred users
B2B newsletter affiliate earns $500 per sale
Dual-Sided
Customer referrals, product-embedded prompts, peer-to-peer sharing
- Builds trust
- Easier for users to share
- Improves conversion from referrals
- Slightly more complex to fulfill
- Requires clear tracking for both parties
SaaS platform gives $100 to both referrer and referee

Commission-based vs. fixed-fee rewards

Just like with pricing, your referral incentives can be variable or fixed. The structure you choose signals how much you value a referral and determines how scalable (or risky) the program is as it grows.

  • Commission-based incentives give the referrer a percentage of the revenue generated from the deal. If you offer 10% of the first year’s contract value, when someone refers a $25,000 deal, they get $2,500.
  • Fixed-fee incentives offer a set payout for a successful referral, either upon lead qualification, demo, or deal close.

The former scales with deal size, making it ultra-appealing for high-ticket B2B sales. It's the best way to reward partners, consultants, or affiliates who influence large deals. But it's too “salesy” in peer-to-peer or customer referral contexts.

Reward Type
Best For
Pros
Cons
Example Use Case
Commission-Based
High-ticket B2B sales, partner/affiliate programs
- Scales with deal size
- Strong incentive alignment
- Attractive to revenue partners
- Complex tracking/reporting
- Payout delays
- Not ideal for peer referrals
SaaS platform offering 15% recurring commission to agency partners
Fixed-Fee
Product-led growth, customer/user referral programs
- Simple to explain
- Easy to track & fulfill
- Budget friendly
- Less motivating for large deals
- Risk of low-quality referrals
Productivity tool offering $50 for every qualified referral

Tiered rewards encourage continuous advocacy.

Instead of a flat payout, our users see better results when they offer bigger rewards for higher-impact referrals.

  • $50 for a qualified lead
  • $500 for a closed deal
  • $1,000+ for an enterprise contract

This aligns your incentive spend with real business results and motivates referrers to send quality, not just quantity.

Pro tip: Add surprise bonuses for hitting milestones — e.g., “Refer 3 companies this quarter, and get a free ticket to our annual summit.”

Building a seamless and scalable process for B2B referrals

Your goal here is simple: make it ridiculously easy for people to refer you, and equally easy for your team to track and reward them.

Here’s how to build a referral process that scales:

1. Choose the right platform or tracking system.

You need a system that tracks referrals from start to finish: who sent them, where they came from, what stage they’re in, and how much they’re worth. Deeto offers end-to-end referral management built for B2B. It automates everything from referral tracking to CRM sync and reward fulfillment.

You can use it to:

  • Assign unique referral links
  • Auto-attribute leads to the right referrer
  • Sync activity to your CRM (HubSpot, Salesforce)
  • Notify your team when a referral hits a new lifecycle stage

Pro tip: Deeto even lets you run multiple referral workflows simultaneously—ideal if you want to test user referrals and partner referrals side-by-side.

2. Build trigger points into the customer journey.

Referrals work best when they’re timely. With Deeto, you can trigger referral asks automatically based on customer behavior, like completing onboarding, hitting a usage milestone, or giving a high NPS score.

Examples:

  • “Just launched your first campaign? Know anyone else who could use this?”
  • “You gave us a 10 — want to refer a peer and get rewarded?”

Deeto lets you plug these touchpoints right into your product or email flows without manual setup.

3. Centralize everything in a referral dashboard.

If users and your internal teams can’t track what's happening, you won't be able to scale your program past a few people.

Deeto provides a clean, branded referral dashboard where:

  • Referrers can view the status of their leads
  • They see pending and fulfilled rewards
  • Your team can monitor referral activity in real time

This transparency builds momentum and reduces support tickets.

4. Assign internal ownership.

No matter how much you can do with software, you still need a person responsible for referral performance (either from sales or CS). That owner should monitor the pipeline, update campaigns, and coordinate with sales and CS.

Within your platform, make sure you track referral velocity and conversion and run reports for department leaders.

5. Automate reward fulfillment.

If you're stuck approving every single reward that goes out, you won't be able to handle the simple handoffs like a user sharing their link with a coworker.

Deeto automates payouts using the link for attribution, whether it’s:

  • Gift cards (via Tremendous integration)
  • Account credits
  • Commission disbursements for partners

You define the trigger — lead qualified, meeting booked, deal closed — and Deeto handles the rest.

6. Integrate with sales and success teams.

Referrals touch every team, so make it easy for Sales and CS to participate. Reps from both departments should be able to submit referrals from directly inside their workflow, then get notified when a customer becomes eligible to refer.

They should also be able to view each referral's impact on closed-won revenue, and each referrer's net impact on revenue growth overall.

That way, you're actually operationalizing your referrals across the whole company.

Measuring the success of your B2B referral program

To prove ROI (and optimize for it over time), you need clear metrics and tight feedback loops. For that, there are six critical metrics to measure:

  • Referral rate and volume
  • Conversion rate of referred leads
  • Time-to-close
  • Customer lifetime value (CLV)
  • Customer acquisition cost (CAC)
  • Referral source attribution (who's sending the most/best leads?)

As your referral rate increases, you should see corresponding decreases in time-to-close and CAC and corresponding increases in conversions and CLV.

Common pitfalls in B2B referral programs (and how to avoid them)

Most B2B referral programs don’t fail because the idea was bad. They fail because the execution overlooked the nuances of how people behave, how B2B sales actually work, or how to keep momentum alive.

Here's why that happens, and what to do instead:

Relying on “hope marketing” instead of active promotion

Too many companies launch a referral program, mention it once in a newsletter, build a web page for it, and then wait for leads to roll in.

What to do instead: Treat your referral program like a product launch. Create email campaigns, in-app prompts, customer success scripts, and partner webinars that actively promote it.

Making rewards too complicated or misaligned

If your reward system takes a math degree to understand or offers something your audience doesn’t value, you'll struggle to find advocates willing to take part, and you'll have a hard time scaling your program.

What to do instead: Test rewards with your audience before rolling them out. Use surveys or interviews to find out what they actually care about (hint: it’s not always cash). Then simplify the terms and spell them out in plain English.

Ignoring timing in the customer journey

Most businesses ask for referrals at the wrong time—either too early (before value is proven) or too late (when engagement has faded).

What to do instead:
Map your customer journey and pinpoint moments of peak satisfaction—right after onboarding success, a positive CSAT score, or a product milestone. That’s when to ask for a referral.

Forgetting to close the loop with referrers

A silent program is a dead program. If referrers never hear back about their leads or rewards, they might stop referring, even if they love your product.

What to do instead: Automate acknowledgment emails, status updates, and payout confirmations. Over-communicate, not under.

Not building in feedback loops.

You'd be surprised how many programs stall because no one internally knows what’s working, what’s not, or how to improve it (you can solve this with software).

What to do instead: Build analytics into your program from day one. Use UTM links, CRM tracking, or referral software to measure source quality, win rates, and payout effectiveness. Review monthly and iterate quickly.

Treating referrals like a one-size-fits-all playbook

What works for self-serve SaaS products won’t work for enterprise-tier products. More complicated sales cycles require additional tiers, terms, and tracking mechanisms.

What to do instead: Tailor your referral motion to your sales cycle, deal size, and buyer behavior. Enterprise deals need referral introductions, not just link shares and signups. Your program should reflect that nuance.

Streamline and scale B2B referrals with Deeto.

Deeto gives you a centralized hub to run, measure, and optimize referral programs that scale. Instead of duct-taping spreadsheets to email sequences, you get a system that just works (and grows with you).

With Deeto, you can:

  • Launch referral workflows in minutes
  • Track every referral touchpoint
  • Automate reward payouts
  • Integrate seamlessly with your CRM
  • Get real-time insights into partner performance

And it centralizes dozens of other customer-led growth tools: testimonial capture, case study workflows, UGC collection and curation, reference management, and more.

Request a demo to see it in action.

B2B Referral Marketing: How to Build an Effective Program

B2B Referral Marketing: How to Build an Effective Program

Discover how to build a powerful B2B referral program with proven strategies, referral ideas, and tools to drive leads.

Strategy
Growth
Marketing
Business development

Social proof is the concept that people are more likely to trust and follow the actions of others, especially when it comes to decision making. And it's your most valuable marketing asset — adding a few reviews to your site can double your sales and increase your conversion rate by up to 270%.

These 3 companies have got the whole “social proof” thing down.

1. Faddom

Faddom does everything right. From the logo displays in the hero section to the embedded customer reviews, everything is done with purpose and style.

Placing logos of your clients/customers on a carousel is one of the fastest ways to validate your product or service. It's also one of the easiest changes you can make, and it can increase web sales by 400%.

They also do a phenomenal job of highlighting reviews from third-party sites like G2 and Capterra — something you can set up with a simple website integration.

But Faddom takes it a step further. The IT migration software vendor integrates customer quotes directly into their copy (in multiple different formats).

Plenty of companies are already doing these things. Faddom takes their social proof to the next level with Deeto's AI-powered social proof widget, which they use to dynamically display customers' testimonials across every page of their site.

When someone lands on a new page, they're met with a popup widget that showcases a relevant customer review.

They can click on the review to read the whole thing.

The site visitor can even check out the user story — a quick, digestible case study on how Faddom made such a positive impact on their business.

The best part about this is, Faddom didn’t have to spend any time collecting the feedback or building the case study. Deeto's generative AI created it for them in seconds using results, statistics, and feedback their customer submitted through the system.

The most scalable, hands-off way to do social proof. A+, Faddom.

2. Ashby

Ashby is an ATS (applicant tracking system) software that helps companies streamline their hiring process.

What we love most about their approach to social proof is how their customers' testimonials go beyond "this product is great" or "we're so happy we made the switch". They highlight specific features and benefits in their reviews.

For example:

When a customer reads this, they understand features in a real-world context, which is far more relevant.

Getting these types of responses from your customers is simple. When getting feedback from your customers, ask them questions that warrant these responses.

For example:

  • What specific feature has made your life easier?
  • How has our product helped you achieve [specific goal]?

Ashby also uses customers' voices to reinforce the points they're making in their blog articles.

Their argument here is that the first of three pillars of hiring excellence is "continuous improvement." So, they pulled a customer who uses Asby to exemplify that pillar and featured them in that article section.

3. Warmly

Warmly is an AI tool that aggregates hundreds of buying signals to identify warm leads. They simplify contextualized sales outreach.

On their product pages, the hero section includes a customer testimonial and an option to watch its corresponding video. Customers see proof as soon as they land on the page.

They've also embedded positive reviews from third-party review sites, social media platforms, and internal feedback via Slack directly into their website on what they call their "Wall of Love." Each link takes the reader to the respective post, so everything is 100% verifiable.

What's also great about their website is it highlights tangible results (like "282% ROI in 6 months"), linked to full-fledged case studies.

Oh, yeah. And they've got dozens of excellent case studies.

They also feature customer testimonials prominently throughout their site. And just like Ashby, they're passionate, well-written, and chock-full of use-case-oriented language.

Deeto makes it easy to collect, curate, and distribute social proof across your website. Request a demo to see how it works.

How to Use Social Proof Software to Drive Web Conversions: 3 Real Examples

How to Use Social Proof Software to Drive Web Conversions: 3 Real Examples

See how 3 brands use social proof software to boost web conversions and learn how to use social proof effectively.

Content
Customer Advocacy
Marketing
Growth

If you're still basing campaigns on gut instinct and internal brainstorming sessions, you're completely missing what marketing's about. Modern marketing doesn’t start with your product. It starts with your customer.

Customer-led marketing flips the traditional playbook. It replaces "trust me, our product is great" with irrefutable proof that it is.

In this article, I'll break down what customer-led marketing is, why it works, and how B2B brands can use it to drive real growth.

What is customer-led marketing?

First, a quick definition:

Customer-led marketing is a strategy that puts your customers at the center of your growth engine — not just as buyers, but as advocates. It amplifies their voice, stories, and influence across your marketing through referrals, reviews, case studies, and user-generated content.

Successful marketing is all about relevance. A customer-led approach delivers it right from the source.

Why customer-led marketing matters in today’s business world

Buyers today are overwhelmed with noise and short on patience. They tune out anything that doesn’t speak directly to their needs. Customer-led marketing cuts through the noise by anchoring your strategy in what your audience actually cares about.

  • It builds trust. When your messaging reflects real customer experiences, it feels authentic, not salesy.
  • It drives relevance. You’re not guessing what to say, you’re using insights straight from your audience to attract others just like them.
  • It puts social proof front and center. Quotes, testimonials, and other forms of advocacy are the most powerful forms of marketing because they give your audience a concrete understanding of how real people have benefited from your product or service.

Most importantly, it's a core aspect of your broader customer-led growth (CLG) strategy. Feedback from your customers also allows you to constantly improve and iterate on your offering, and your sales team can use it to seal the deal with potential customers.

The core principles of customer-led marketing

1. Understanding the customer’s voice

In customer-led marketing, the Voice of the Customer is the message. Instead of just talking about your value, you let your customers do it for you through testimonials, reviews, social posts, community engagement, and word-of-mouth.

The best B2B brands build systems to:

  • Collect authentic customer stories
  • Spotlight real users in campaigns and on-site
  • Make advocacy a central part of their go-to-market motion

When your buyers hear from someone who looks like them, faces the same challenges, and has already found success with your product, it hits differently. It’s more believable. More persuasive. More scalable.

2. Data-driven decision making

To activate customer advocacy at scale, you need to know who your best customers are, what makes them successful, and how they’re already spreading the word.

That means going beyond surface-level analytics. You’re digging into:

  • Referral and attribution data
  • Product usage patterns
  • Engagement with content, community, and events
  • NPS scores tied to actual actions (not just survey responses)

Once you know who’s already leaving reviews, sending you new leads, and talking about you on socials, you can double down on what’s working and create systems to repeat it.

3. Personalization and customization

Different customers engage in different ways. Some love being featured in case studies, others prefer a short quote or a behind-the-scenes referral. As you build your customer advocacy program, it needs to flex based on their preferences, communication styles, and comfort levels.

That’s the first layer of personalization: how you invite customers to participate.

The second is how you deploy their stories.

Not all social proof is equally effective for every audience. Insights from an enterprise IT director won’t resonate with a solo founder of a creative agency, even if both love your product.

To make customer marketing work:

  • Tailor your approach to each customer’s style and willingness to participate
  • Segment your advocacy content by audience, so your messaging always features voices that match your buyer’s context

The more relevant the voice, the more persuasive the message.

4. Building customer trust and loyalty

When prospects see real customers sharing results, naming specific challenges, or publicly vouching for your team, it builds instant credibility.

But again, not all proof is created equal. To maximize trust, your advocacy assets should:

  • Be as close to their unedited form as possible (think: UGC)
  • Highlight specific outcomes, not vague praise
  • Address real pain points your audience actually cares about

Customers who advocate for you also become more invested in your success. They’re less likely to churn, more likely to refer others, and more open to feedback loops.

That’s where the full potential of customer-led growth kicks in. You’re not just using your customers to sell, you’re growing with them. You're improving your product and experience based on their input.

Benefits of customer-led marketing

When you turn customers into advocates, you unlock compounding returns across your entire go-to-market engine. Not to mention, putting them at the center of your marketing is a lot easier than guessing what messaging and tactics will drive conversions.

Here’s what that looks like:

Higher customer retention rates

A recently published study in the Journal of Brand Management proved something we've all known for years: that customer advocacy significantly enhances brand loyalty.

When you invite your users to share their story, give feedback, or participate in your growth, they build a deeper emotional connection with your brand. That translates into longer lifespans and higher CLV.

Increased engagement and brand advocacy

By spotlighting real users in your content, campaigns, and community, you create opportunities for organic engagement. Happy customers become marketers themselves, amplifying your reach and credibility in ways no paid ad can replicate.

With Deeto, it's even easier for them to share their experiences. It's both business- and customer-facing, so your customers self-onboard, set their contribution preferences, and leave feedback in a guided user flow.

More effective product development

Customer-led marketing naturally feeds into better product decisions. The same customers who advocate also surface the most valuable opportunities for improvement. Their feedback helps you prioritize features, enhance onboarding, and close experience gaps.

Better ROI on marketing efforts

People trust people, not brands.

​In Forrester’s 2023 B2B Brand and Communications Survey, over 90% of B2B buyers said they "completely" or "somewhat" trust peers in their industry, and 85% trust customers of vendors in their industry. By contrast, only 29% trust claims from the vendors themselves.

So when your messaging comes from customers, it converts better. You waste less time creating content that doesn’t resonate and more time doubling down on what actually drives pipeline. Every quote, case study, and referral becomes an asset that pays off again and again.

How to implement a customer-led marketing strategy

Maybe it goes without saying, but customer-led marketing isn't something you can just bolt on. Here’s how to turn the philosophy into an actual strategy:

Step 1: Collect and analyze customer data.

Gather feedback across every touchpoint:

  • Surveys
  • Support calls
  • Reviews
  • Referrals
  • Case studies
  • Community conversations

Then, analyze it for themes, patterns, and hidden insights.

Deeto makes this first step a lot easier by helping you capture Voice of the Customer data and auto-translating it into usable insights.

Step 2: Build customer personas based on those insights.

Use your feedback and behavioral data to pinpoint what actually matters to your customers: their goals, pain points, buying triggers, and success milestones. Then group those patterns into personas that reflect the reality of your audience, not a marketer’s imagination.

These personas should guide your messaging, campaigns, and even what kind of advocates you spotlight in certain areas.

Step 3: Encourage user-generated content.

The most trustworthy marketing comes from your customers, not your brand. Invite them to share their stories on social, leave reviews, create video testimonials, or post about their experience. Make it easy and rewarding to participate.

This turns each of your advocates into a distribution channel, helping you scale authenticity without adding a dime to your ad spend.

Step 4: Use social proof and UGC in your own content.

When you have a steady stream of user-generated content, you can (in fact, you should) repurpose it in your own marketing efforts. In addition to strengthening your messaging, doing this creates a positive feedback loop, where customers are more willing to publish their own content in the future because they see you're amplifying their voices.

Want to see an example? Here are three companies that use social proof to drive web conversions.

Step 5: Leverage customer feedback for continuous improvement.

Use the feedback you collect not just for content, but for product and experience improvements. That could mean adjusting your onboarding, fixing a broken workflow, or rolling out a feature your top users are asking for.

Deeto’s AI-powered analysis helps you automatically spot trends in customer sentiment, so you don't have to sift through hundreds of reviews or feedback forms to find them.

Step 6: Foster a customer-centric company culture.

This isn’t just a marketing play. Everyone — from product to sales to support — should be tuned into what customers are saying and how they’re contributing to growth.

  • Make feedback loops a habit.
  • Celebrate customer success stories internally.
  • Give advocates visibility (Deeto does this for you).

When the whole company thinks like your customers, marketing becomes a natural extension of your relationship with them.

Challenges of customer-led marketing (and how to overcome them)

Customer-led marketing sounds simple: put your customers at the center. In practice, though? It’s a lot more complex.

Here are some of the biggest challenges we see companies face, and how to overcome them without derailing your strategy:

Not all customers will be advocates.

Sometimes, just a small percentage of customers are willing to share publicly. There are a few common reasons for this, but it's especially true in B2B where approvals, legal constraints, and privacy concerns slow everything down.

The fix: Lower the barrier to entry. Not every advocate needs to be a full case study. Start small — a quote, a social comment, a 15-minute reference call. Build lightweight paths to participation so you're not over-relying on a handful of vocal champions.

Advocacy becomes one-dimensional.

Brands frequently overuse a few go-to stories or personas, which can make their content feel repetitive or irrelevant to new buyers. If your customer advocacy strategy doesn't reflect a broader base of customers, you'll alienate potential new buyers who don't see themselves reflected in your current advocates.

The fix: Build a diverse portfolio of advocates. Segment stories by industry, use case, company size, or job title. Map advocacy assets to the full buyer journey. A short-form win for top-of-funnel, a technical deep dive for decision-makers, and a video testimonial for post-sale trust.

Internal teams are misaligned.

Marketing might be all-in on customer-led strategy, but product, sales, and customer success are off doing their own thing. That disconnect limits your ability to gather feedback or use it effectively.

The fix: Operationalize cross-team collaboration. Make customer insights a shared resource. Schedule regular syncs to discuss advocate wins, feedback trends, and messaging that’s working. Create feedback loops where CS and sales actively feed marketing, and see the benefits reflected in their own KPIs.

There's too much feedback (and not enough action).

You gather tons of customer feedback… and then nothing happens. It sits in spreadsheets or survey tools, untouched. Meanwhile, your customers wonder if you’re actually listening.

Customer-led doesn’t mean customer-controlled. But it does mean being responsive and transparent about what you’re doing with their input.

The fix: Use AI-powered tools (like Deeto) to synthesize feedback in real time. Prioritize trends that come from your most successful or high-impact customers. Then — and this is critical — close the loop. Let customers know what you’ve changed based on what they said.

Measuring impact is challenging.

Advocacy isn’t always easy to tie directly to revenue, so it can get deprioritized in favor of more “trackable” tactics like paid ads.

The fix: Start by defining what success looks like. That could be referral volume, influence on pipeline, reduced churn, or shorter sales cycles. Then build advocacy into your attribution models, tracking how often advocates appear in deals, how many customers engage with proof content, or how feedback informs conversion-boosting changes.

Advocacy content doesn't scale.

You can’t just sit down and make customer-led content the way you would an ad or a blog post. You’re relying on external people — all of whom have their own schedules, priorities, and approval processes — to contribute.

That makes scalability one of the biggest friction points in customer-led marketing. Without the right systems, you end up with a handful of stale assets and a strategy that runs out of steam.

The fix: Use purpose-built customer marketing software to automate what used to be manual.

Deeto is your go-to solution for customer insights.

Deeto centralizes your customer-led marketing assets, streamlines content collection through self-service workflows, and scales output using generative AI and smart distribution.

That means:

  • A consistent pipeline of new customer stories
  • Auto-generated case studies, testimonials, and quotes based on real feedback
  • Smart segmentation and matching algorithms that guarantee the right voice reaches the right audience at the right time

Essentially, it turns the otherwise haphazard process of gathering and sharing customer insights into a structured, efficient, and measurable strategy that drives repeatable results for your business.

Request a demo to see how it works.

Customer-Led Marketing: What It Is & How to Implement It

Customer-Led Marketing: What It Is & How to Implement It

What is customer-led marketing? Learn its definition, benefits, and how to implement a strategy that drives engagement.

Marketing
Growth
Business development
Strategy

Running a startup? Scaling a SaaS business? The tools you use to connect with your audience matter more than ever.

In fact, Salesforce's "State of the Connected Customer" report reveals that 80% of customers now consider the experience a company provides to be as important as its products and services.

Since engaging even a couple dozen customers with a fully manual process is impractical, you'll need to have a customer engagement platform in place.

This article breaks down the 7 best customer engagement platforms in 2025. I'll look at what each one does well, where it stands out, and which type of business it’s best for.

What are customer engagement tools?

Customer engagement tools are apps tha help businesses build stronger relationships with their audience. They centralize communication across email, chat, social media, and SMS channels, so you can respond faster and stay consistent.

But they go beyond just messaging. Today's tools for customer engagement also have features for automation, personalization, analytics, and customer journey tracking.

Depending on the specific tool you use and which facet of customer engagement you're focused on, you can use these tools to:

  • Deliver real-time support or assistance
  • Monitor and analyze customer interactions across channels
  • Automate customer-facing processes and responses to save time
  • Create and track customer journey maps to improve the overall experience
  • Send personalized messages and offers to specific segments of your audience

The goal, no matter what? To keep your customers engaged, satisfied, and coming back.

Why do businesses need software for customer engagement?

To put it bluntly, manual customer engagement doesn’t scale.

As your business grows, so too does the volume of customer conversations, support requests, and follow-ups. Without the tools to manage this, it’s easy to miss messages, send inconsistent responses, or completely fail at personalizing your communication.

Customer engagement software solves this. It automates repetitive tasks, unifies communication channels, and gives you a 360° view of every customer. That means faster response times, better experiences, and more loyalty.

More importantly, it helps you:

  • Retain customers longer
  • Turn one-time buyers into repeat customers
  • Spot churn risks early
  • Personalize messaging at scale

In other words, it keeps your business human, even as you grow.

Key features to look for in customer engagement tools

Maybe it goes without saying, but customer engagement platforms are not all built the same. The right tool does more than just send messages. It'll help you understand, engage, and retain your customers (at scale).

Here are the key features to look for:

Personalization and AI-driven insights

More than 7 in 10 of today's customers expect experiences tailored to their needs. In the age of AI, this is easier than ever.

Great platforms use AI to analyze behavior, segment users, and deliver personalized messages automatically, based on what each customer actually cares about.

Think: Product recommendations, custom email flows, and smart upsells without lifting a finger. Or, for your sales team, a smart-matching algorithm that shows reps the best-fit customers for reference calls and testimonials.

Omnichannel communication

Your customers don’t live in one inbox. That's why top tools let you engage across email, live chat, SMS, social media, and even WhatsApp, all from one dashboard.

This keeps conversations consistent, no matter where they start. It also means no missed messages and faster, more reliable support.

Real-time analytics and customer intelligence

Engagement without data is no better than guessing. The best platforms give you real-time insights into customer behavior, campaign performance, and touchpoints across the journey. You’ll know who’s engaging, who’s falling off, and what’s working, so you can make smarter decisions, faster.

Seamless integrations with CRMs and business software

Look for tools that sync with CRMs like HubSpot or Salesforce, as well as your sales, marketing, and support platforms. This eliminates data silos across your org and helps your team stay aligned with every customer interaction.

Automation for scalability and efficiency

Manual follow-ups and reminders only work for small teams (and even then, they barely do).

Automation lets you scale. From onboarding flows to re-engagement campaigns, the best customer engagement tools help you set up workflows once, then engage customers around the clock.

In the end, that means fewer dropped leads, better retention, and more time for your team to focus on strategy.

7 best customer engagement tools you'll find today

Without further ado, here are seven of the most powerful customer engagement tools that you can use to streamline customer interactions and get more out of your most valuable source of insights.

1. Deeto

Deeto helps B2B companies turn happy customers into powerful advocates. You can use it to engage prospects better, deepen existing customer relationships, automate feedback collection, and drive smarter customer success decisions.

Instead of chasing testimonials, manually connecting prospects with references, or guessing which features are most important to customers, Deeto facilitates everything through smart, automated processes.

It's the all-in-one platform for customer-led growth, aligning Sales, Marketing, Product, and CS around the customer.

Why it stands out

  • AI-generated content: Automatically turns customer feedback into polished case studies, testimonials, and reviews.
  • Smart matching: Uses AI to connect prospects with the most relevant customer advocates based on industry, use case, or company size.
  • Campaign automation: Sends feedback and advocacy requests to the right customers at the right time—without manual follow-up.
  • CRM integrations: Syncs with tools like Salesforce and HubSpot to keep customer data and engagement history in one place.
  • Real-time analytics: Tracks customer sentiment and engagement trends so your team can act before issues arise.
  • Self-onboarding for advocates: Customers can choose how they want to contribute (calls, quotes, content) on their own terms.
  • Privacy-first: Fully compliant with GDPR, CCPA, and SOC2 standards to keep your customer data secure.

2. HubSpot

HubSpot (which includes Marketing Hub, Sales Hub, Service Hub, and CMS Hub) is an all-in-one platform that facilitates the broad, standard functions of your customer engagement strategy, like email marketing and customer service ticketing.

In 2025, it’s more powerful than ever, thanks to AI-driven automation, real-time analytics, and seamless collaboration across sales, marketing, and support.​

Why it stands out

  • Breeze AI (Customer, Knowledge Base, Content, and Prospecting agents)
  • Dynamic, multi-stage customer journeys that adapt in real time
  • AI-powered lead scoring based on engagement and fit
  • Omnichannel CRM for email, chat, calls, and social media
  • AI-driven performance tracking and insights for managers
  • Custom dashboards embedded directly into workspaces
  • Massive integration library

3. Intercom

Intercom is an AI-first customer engagement platform that helps SaaS companies deliver fast, personalized support through real-time conversations. It’s a great pick if your goal is to scale customer service specifically, without sacrificing quality.

Why it stands out

  • Centralized email, chat, in-app, and social media messages. ​
  • Personalized live chat and in-app messaging with Fin AI
  • Automated ticket routing and follow-ups
  • Guided product tours for new users
  • Real-time customer behavior and support team performance analytics
  • Customizable self-service help center to reduce support volume
  • Integrates with Slack, HubSpot, Shopify, Zendesk, and more

4. Gainsight

Gainsight helps B2B SaaS teams prevent churn before it happens. It gives you the tools to monitor customer health, automate retention playbooks, and stay ahead of risks. That way, customer success becomes proactive instead of reactive.

Why it stands out

  • Comprehensive view of customer data (Customer 360)
  • Customizable playbooks to standardize CS processes
  • Real-time health scores to determine churn risks and renewal likelihood
  • Personalized journeys based on customer behavior and lifecycle stage
  • Usage data and adoption trends analysis
  • NPS, CSAT, and CES surveys

5. Zendesk

Zendesk is built for fast, efficient customer support at scale. It helps businesses stay on top of tickets, reduce response times, and give customers the answers they need through live agents or AI-powered self-service. It's best for support teams that need to manage high ticket volume with efficiency.

Why it stands out

  • AI-powered ticket routing
  • Smart chatbots for FAQs and common requests
  • Email, chat, voice, and social in a single inbox
  • Searchable self-service knowledge base
  • Triggers and macros for follow-ups, escalations, and satisfaction surveys
  • Real-time agent productivity, ticket resolution time, and CSAT score reporting

6. Braze

Braze is a customer engagement platform brands use to deliver personalized, real-time messaging across every digital touchpoint. It’s built for teams that want to engage users with timely push notifications, in-app messages, and cross-channel campaigns (without writing code or switching tools).

Why it stands out

  • Behavior-triggered push messages for mobile users
  • Contextual messages for user onboarding and feature promotion
  • Multi-step customer journey oprchestration with Braze Canvas
  • Campaign optimization with Braze AI™
  • A/B/n testing across multiple engagement channels
  • No-code, segment-specific feature rollouts (with A/B testing)

7. Sprout Social

Sprout Social facilitates customer engagement across social media platforms and gives companies comprehensive insights into brand sentiment. It centralizes customer communication across all your social profiles (e.g., Instagram, Facebook, X). And it provides tools for audience targeting, publishing and scheduling social media content, analytics, and team collaboration.

Why it stands out

  • Social listening and brand keyword monitoring
  • Categorization and tagging for inbound messages
  • Shared customer records and conversation history
  • Response rate and time reporting and benchmarking
  • Support case creation from inbound social messages
  • Custom inbox views to prioritize important cases

Deeto: The all-in-one, AI-powered customer engagement platform

Most of the tools we mentioned facilitate broader workflows, like customer engagement through social media or support channels. But they’re just parts of the broader customer engagement workflow. They leave a gap after the sale closes.

What happens then?

  • How do you keep customers active?
  • How do you collect feedback at scale—and actually use it?
  • How do you turn satisfied users into advocates who drive referrals, case studies, and real conversations with prospects?

That’s where Deeto comes in. It helps you:

  • Activate your customer base through personalized, AI-driven outreach.
  • Turn feedback into action, so product teams hear what users are really saying.
  • Automate advocacy, from referral programs to reference calls and testimonials.
  • Match prospects with customers for peer-to-peer validation that builds trust fast.

It helps you maximize customer engagement by filling the missing link in your engagement stack. It turns your customers into your greatest growth engine. And it gives you a serious competitive advantage.

Request a demo today to see how Deeto can transform your customer engagement strategy.

7 Best Customer Engagement Platforms in 2025

7 Best Customer Engagement Platforms in 2025

Best Customer Engagement Platforms 2025: Top tools for managing customer relationships and driving success.

Customer Success
Customer Advocacy
Growth
Marketing
Strategy

Customers aren't shy about voicing their preferences, frustrations, and ideas. Despite that feedback being one of the most valuable resources at their disposal, a surprising number of companies still overlook it (or fail to use it to its fullest potential).

According to research from TreasureData, 76% of business leaders say they're confident they have a complete understanding of their customers to deliver high-quality, personalized experiences. Only 25% of consumers agree.

But the customer experience is largely the deciding factor in your ability to retain customers and grow your business. More than half of all consumers say they'd switch to a competitor after just one bad one.

The best way to truly align your CX with customer expectations? Listen to the ones actually living it.

This is where a Voice of the Customer strategy comes into play.

What is the Voice of the Customer (VOC)?

The Voice of the Customer (VoC) encompasses everything your customers are saying about your business: what they love, what frustrates them, what they wish you’d change. It's the systematic process of gathering, analyzing, and acting on customer insights to improve their experience and, ultimately, your bottom line.

Think of it like this: If you were running a restaurant, VoC would be more than just reading Yelp reviews. You'd want to know what people are ordering the most, how long they're waiting for their food, what they're expecting, and if they'd recommend your place to others. Then, you'd use that information to improve your menu, service times, and overall dining experience.

Voice of the Customer vs. customer satisfaction

While customer satisfaction is a critical component of Voice of the Customer, it goes far beyond that.

VoC is all about gathering deep, ongoing insights into what customers are thinking, feeling, and expecting from your business. It’s proactive and holistic. You're gathering insights on behavior, pain points, and expectations from multiple sources.

Customer satisfaction is more like a snapshot. It measures how happy customers are at a specific moment (usually after a purchase, interaction, or service experience). Think of metrics like CSAT or NPS (Net Promoter Score). These are reactive, and they’re more focused on evaluating specific touchpoints rather than uncovering broader insights.

While customer satisfaction is an important piece of the puzzle, it’s just that — a piece. VoC gives you the whole puzzle, showing you why customers feel the way they do and how you can create better experiences across the board.

The role of active listening in VoC

Collecting VoC data to tick a box doesn't tell you much about the "why" behind it. Active listening means really tuning in to what your customers are saying (and how they’re saying it).

  • Direct conversations with open-ended questions
  • Support ticket trends and analysis
  • Online reviews and ratings
  • Social media mentions

Instead of just looking at the numbers and scores for these things, paying attention to the sentiment and language customers use gives you more context as to the emotions, motivations, and unspoken needs behind their words.

Why VoC matters for your business

The Voice of the Customer is a strategic lever that directly impacts growth and profitability by guiding you toward customer-centric decisions. It allows you to anticipate and address their needs, pain points, and preferences, which ultimately leads to higher satisfaction, loyalty, and advocacy.

Driving product development with customer insights

Your customers are the ones who use your products every day. That means they’re the first to spot what works, what doesn’t, and what’s missing. They can point out gaps or suggest features you may not have considered internally.

When customers repeatedly ask for the same thing or struggle with a similar issue, that’s your cue to act. Feeding this insight back into your product roadmap ensures you’re building things people actually want, which eliminates wasted dev time and increases adoption.

Enhancing the customer experience and increasing loyalty

Businesses can't rely solely on product differences to stand out. The real differentiator is the quality of the relationship someone shares with a brand.

This is why nearly three in every four told Salesforce they'd switch to another brand for no reason other than a "better deal," while 88% said good service makes them more likely to purchase again.

VoC helps you identify pain points in the customer journey before they become dealbreakers. Maybe onboarding feels clunky or support takes too long. Whatever it is, when you consistently gather and respond to feedback, you show customers you care.

In turn, you'll have better retention, more referrals, and relationships that are harder to break.

Improving sales and marketing effectiveness

If you understand how your customers talk about your product and what truly matters to them, it's easy to mirror that in your messaging. That means clearer value props, better positioning, and more compelling campaigns.

Use VoC insights to refine your copy, identify high-converting language, and pinpoint the actual problems your product solves from the customer’s point of view. Sales teams can also use this intelligence to handle objections more confidently and tailor pitches more effectively.

With Deeto, the VoC data you collect can even be turned into social proof, which you can dynamically display on your website to increase web conversions.

Identifying opportunities for sales and product innovation

Sometimes, your customers will reveal use cases or needs you didn’t realize your product could solve. These are golden opportunities — not just for new features, but possibly new offerings, markets, and competitive positioning.

In your VoC data, look for those outlier comments or recurring “It would be great if…” moments. Those point to areas where you can create add-ons, premium tiers, cross-sells, or spin-off solutions that align with your customers’ evolving needs.

Reducing churn through proactive engagement

By the time a customer cancels, it’s usually too late. But if you’re listening closely, the warning signs are there.

  • Frustration
  • Complaints
  • Waning engagement levels

VoC helps you address those red flags early. Maybe it’s a check-in call, a targeted email, or a product tutorial. Whatever it is, proactive engagement helps them get value out of their relationship with your product.

Building a robust VoC program

To lay the groundwork for a successful strategy, there are four important steps you need to take when setting up your VoC program:

1. Set clear objectives and goals for your VoC program.

You need to know what you’re listening for. Otherwise, you’ll end up with a bunch of data and no clear direction. Goals give your VoC program purpose.

Start by asking: What are we trying to improve? Are you trying to reduce churn? Improve a product feature? Nail your brand messaging?

Once you have clarity, define measurable goals (like improving CSAT by 10% or increasing trial-to-paid conversion). These goals guide everything else, from what questions you ask to which channels you focus on.

2. Identify your key customer segments and personas.

Not all feedback carries the same weight, and different customers have different needs. To understand who you’re hearing from and make sure you’re acting on insights that actually matter to your business strategy, your second step is to segment your audience.

  • New users vs. loyal customers
  • High-LTV clients vs. casual users
  • Enterprise vs. SMB users
  • At-risk vs. happy customers
  • One use case or product tier vs. another

Build personas that reflect these groups and their goals. Then tailor your questions and analysis accordingly. That way, you avoid treating all feedback as one-size-fits-all and start making decisions that are laser-focused on specific customer groups.

3. Pick the right data collection methods.

You need both the right channels and the right timing to get meaningful, actionable feedback. If you’re only using surveys, you’re missing the bigger picture.

The best approach is to mix methods:

  • In-app surveys
  • Post-support feedback
  • Social listening
  • NPS
  • Review scraping
  • One-on-one interviews

You’ll want a blend of quantitative data (scores, trends) and qualitative insights (comments, conversations). Together, they give you both the “what” and the “why.”

4. Establish a centralized system for data collection and analysis.

Data spread across tools and teams is noise. You need one source of truth that turns scattered input into clear insights.

Use a centralized platform for capturing customer knowledge and feedback (like Deeto), or a CRM-integrated solution that pulls in feedback from all your channels. Tag and categorize data, then analyze it on a regular basis to find trends, flag issues early, and continuously refine based on what customers are telling you.

5 ways to gather meaningful Voice of the Customer insights

Like I mentioned, tapping into the Voice of the Customer requires a healthy mix of quantitative and qualitative data from a variety of sources.

Broadly speaking, there are five categories of customer feedback to use:

1. Surveys and questionnaires

These are your workhorses. They’re scalable, structured, and perfect for capturing specific feedback at key moments (like post-purchase or post-support interactions).

Ideally, keep them short and focused. Ask both quantitative questions (“On a scale of 1–10…”) and open-ended ones (“What could we have done better?”).

Tools like Typeform, Google Forms, or SurveyMonkey make it easy.

Pro tip: Personalize surveys based on customer segment or journey stage to keep things relevant.

2. Interviews and focus groups

This is where you go deeper.

Interviews let you explore emotions, behaviors, and underlying motivations you won’t uncover in a form. To avoid bias, start by choosing a diverse sample of customers and create a relaxed environment where they can be candid. Ask open-ended questions and actively listen.

Focus groups are great for getting multiple perspectives at once and watching how ideas bounce around. They're gold for product development, UX research, and branding insights.

3. Social media listening

Social platforms are an unfiltered feedback channel; people say what they really think about your brand and product, in real time.

Use tools like Brandwatch, Hootsuite, or Sprout Social to monitor brand mentions, hashtags, and sentiment. Pay attention to trends, complaints, praise, and what they're saying about competitors.

4. Customer reviews and ratings

Reviews are unsolicited, brutally honest, and loaded with insights about what people value most. They also highlight emotional drivers that formal feedback might miss. Track your reviews on platforms like Google, G2, Yelp, or whichever platforms are relevant to your industry.

Look for patterns in language, tone, and specific features being mentioned. High ratings tell you what to double down on. Low ones? They’re a free roadmap for improvement.

5. Feedback and support channels

People usually reach out when they’re stuck, confused, or frustrated. So, your support inbox shows you in real time where your points of friction are.

Analyze tickets, chat logs, call transcripts, and feedback forms. Tag and categorize issues by type, frequency, and sentiment. Better yet, loop your support team into the VoC process, since they’re on the front lines and know what’s bothering customers through first-hand experience.

KPIs and metrics for measuring VoC success

Tracking the right KPIs helps you connect feedback to action and measure whether your efforts are actually making a tangible impact.

Here are seven key metrics you’ll want to keep an eye on:

  • Net Promoter Score (NPS): Measures how likely customers are to recommend your product or service to others on a scale from 1 to 10, on average. It’s a great proxy for loyalty and long-term satisfaction.
  • Customer Satisfaction Score (CSAT): A direct measurement of how happy customers are after a specific interaction (usually on a scale from 1 to 5). It gives you quick, actionable feedback on specific touchpoints (e.g., post-support).
  • Customer Effort Score (CES): Measures how easy it was for a customer to complete a task or resolve an issue. Lower effort correlates with higher satisfaction and loyalty.
  • Feedback volume and response rates: High volume and engagement usually indicate your VoC program is well-tuned and that customers want to share their thoughts.
  • Sentiment analysis scores: Sentiment trends help you track emotional shifts — whether users feel more confident, frustrated, engaged over time.
  • Churn and retention rates: The percentage of customers who stop doing business with you vs. those who stay. If your retention improves as you implement VoC-driven changes, you’re on the right track.
  • Product/service improvement rates: Internal tracking of issues resolved, features added, or experience upgrades directly linked to customer feedback (a.k.a. your VoC wins in action).

Developing your Voice of the Customer strategy

Your VoC strategy is where the rubber meets the road. To create a structured, repeatable process that ties customer feedback directly to business outcomes, there are five key steps to follow:

1. Align VoC with your business goals.

Start by identifying your core strategic objectives. Are you trying to break into a new market? Reduce churn? Improve onboarding?

Once you’ve nailed those down, Deeto simplifies feedback collection by allowing your customers to share it directly. When you invite them to the platform, they instantly become part of your knowledge base.

2. Prioritize customer feedback based on impact.

Not all feedback carries equal weight. Feedback from a high-LTV or long-time customer might reveal deeper loyalty drivers or critical gaps, especially if they're aligned with your ICP. Segment insights so you’re not optimizing for edge cases or low-impact voices.

Also pay close attention to patterns. If 20% of your customers flag the same issue, that’s probably a high-impact opportunity.

3. Turn feedback into actionable insights and recommendations.

Analyze the data to uncover trends, root causes, and opportunities. Group comments by themes (e.g. pricing, usability, support) and tie them back to your goals. Then create clear, specific recommendations your team can act on — for example, “redesign the signup flow to reduce confusion” instead of “people are getting stuck.”

4. Implement changes based on those insights.

Work with Product, Marketing, Support, and Ops teams to turn insights into roadmap items, experiments, or process improvements. Set timelines, assign ownership, and track progress for each.

Small changes (like updating onboarding emails) can be quick wins, while larger changes (like building a new feature) need more planning, but both matter.

5. Close the feedback loop.

In VoC, active listening also means you respond. You acknowledge the feedback, you act on it, then you let customers know you've implemented a solution. One way to do this is to send an email saying “You asked, we listened," highlighting what’s new and thanking them for their input.

With Deeto, knowing who is responsible for which feedback is easy because everything is tagged by name and segment. It also integrates with your CRM, so you can reach out directly to the customers who gave feedback without having to manually search for their contact information.

Voice of the Customer best practices to maximize impact and efficiency

Timing, application, and analysis make the difference between “meh” insights and truly actionable ones. To implement the steps I've mentioned above, there are a few important best practices to keep in mind:

  • Ask the right questions at the right time. Don’t just ask what customers think, ask why. And don’t wait until the end of their journey. Trigger quick, relevant feedback at key touchpoints (like during onboarding, after purchase, or post-support).
  • Watch what customers do, not just what they say. Abandoned carts, feature usage patterns, churn points—these are all forms of feedback. Layering behavioral data with traditional feedback gives you a way more complete picture.
  • Keep a VoC backlog. If you collect customer knowledge with Deeto, you can log it, prioritize it, and revisit it regularly to create a clear path for future improvements.
  • Build a “feedback taxonomy.” Create categories or tags for feedback types (e.g., pricing, UX, onboarding, support). This way, it's easier to spot patterns, share insights internally, and track improvement over time.
  • Use VoC insights to drive sales. Use Deeto to incorporate positive feedback throughout the sales cycle and build credibility with your potential customers. And build a customer advocacy program starting with your biggest promoters.

Common VoC challenges and solutions

Even with those best practices, you'll probably run into four main issues when you're implementing and scaling your VoC program:

  • Low response rates
  • Large volumes of unstructured data
  • Feedback response times
  • Personalization and targeting

Let's take a closer look at some possible solutions to these issues:

Dealing with low response rates

One of the biggest challenges for VoC programs is getting enough responses to make the data statistically significant.

Increase your response rates:

  • Keep things short and focused (2–3 questions max for quick touchpoints).
  • Use in-context surveys (like in-app prompts or post-purchase pop-ups).
  • Offer a small incentive.
  • Let people know their feedback actually leads to change.

A platform like Deeto makes things easier because customers leave their knowledge and insights directly within the app, and it's as easy as making an Instagram post.

Analyzing large volumes of unstructured data

Open-ended feedback, reviews, and support tickets pile up fast—and it’s hard to make sense of them manually.

The solution here is to use AI-powered text analytics or sentiment analysis tools, which can help you categorize, tag, and analyze the feedback at scale. Build a tagging system or feedback taxonomy to organize themes, then routinely extract the top 3–5 insights per channel to stay focused.

Acting on feedback quickly enough

When internal processes move slow, the insights customers give you lose momentum.

To fix this, assign VoC "owners" in each department who can triage and route feedback for particular categories. For instance, at-risk customers can be routed to Customer Success while major bug reports can go to your Product team.

Personalization and hyper-targeting using VoC data

Maybe you collect great insights but struggle to apply them to personalized marketing, onboarding, or product experiences.

If you tie VoC data to your CRM or customer profiles, you can use the feedback to build smart segments (e.g., “frustrated new users,” “loyal customers who want X feature”). From there, customize content, offers, or product flows based on that segmentation.

You can use Deeto's AI-powered segmentation tools to curate and suggest the most valuable content for each specific use case or customer interaction.

Deeto connects the Voice of the Customer to ongoing advocacy and retention efforts.

It's more than just a platform you can use to collect, centralize, and track VoC insights. It's an end-to-end customer marketing platform, meaning you can take different kinds of feedback from different kinds of customers and apply them to different areas of your business.

Customers choose how they want to contribute, so there's no "right" or "wrong" way to provide feedback. This makes it easier for you to get more insights from a wider variety of customers.

And our AI-powered tools make it easy to segment and track different types of feedback, create usable content (e.g., case studies), and connect customers with prospects in your pipeline based on their knowledge and first-hand experiences.

Request a demo to see how it works.

What is Voice of the Customer? Process + Full Guide in 2025

What is Voice of the Customer? Process + Full Guide in 2025

Learn what Voice of the Customer (VoC), how it works, key methods, best practices, and strategies to improve growth.

Customer Advocacy
Customer Success
Marketing
Strategy
Growth

Organic growth is a fantastic way to build your business. Growing a business organically means using customer-driven strategies instead of paid advertising. This prioritizes long-term sustainability, trust, and customer engagement to increase brand loyalty and reduce acquisition costs. 

An organic growth strategy also allows you to scale efficiently by leveraging existing customers, word-of-mouth referrals, and quality-driven strategies rather than expensive marketing campaigns.

Unlike paid growth strategies—which often yield short-term gains—organic growth emphasizes long-term success through trust, credibility, and consistent value delivery. 

Understanding Organic Growth: What It Means for Customers and Your Business

What is Organic Growth? A Customer-Focused Definition

Organic growth is business expansion achieved through customer retention, referrals, and word-of-mouth marketing rather than paid advertising. It focuses on sustainable growth, authentic relationships, and long-term customer value. 

If your organization achieves organic growth, you’ll build customer satisfaction and brand advocacy. You’ll also create valuable experiences that often keep customers. 

Long-Term Benefit vs. Short-Term Gain

  • Brand credibility: Organic growth builds brand credibility and customer trust by focusing on genuine interactions. Building a business through organic growth means prioritizing meaningful customer engagement. If you deliver value rather than relying on paid tactics, you’ll likely develop lasting relationships.
  • Rapid results: Paid growth can offer quick results but may not sustain customer relationships or drive long-term engagement. Although paid strategies can generate immediate traffic and conversions, they often fail to build deep customer trust. 
  • Higher customer lifetime value: Businesses that invest in organic growth often achieve higher customer lifetime value (CLTV) and improved retention rates. Customers acquired through organic efforts have higher engagement and long-term value. 

Why Organic Growth Matters to Customers

1. Authenticity and Trust

Customers prefer brands that offer genuine interactions rather than aggressive sales tactics. Transparency, ethical business practices, and value-driven messaging help establish trust, which makes customers more likely to stay loyal.

2. Value-Driven Interactions

Businesses that focus on providing real solutions—rather than just pushing sales—build deeper connections with their audience. In addition, customers appreciate brands that prioritize their needs, leading to repeat purchases and long-term loyalty.

3. Sustainable Relationships

Strong, lasting customer relationships translate to higher brand advocacy and organic referrals. This reduces dependence on expensive customer acquisition methods, making growth more sustainable in the long run.

Why Organic Growth Matters to Customers

An organic growth strategy isn’t just important for businesses, but it’s also important for customers. Let’s look into some reasons why: 

  • Authenticity and Trust: Customers prefer genuine interactions over sales-driven engagements. They value transparency, ethical practices, and brands that align with their values.
  • Value-Driven Interactions: Businesses providing meaningful solutions retain customers longer and encourage repeat purchases.
  • Sustainable Relationships: Long-term customer relationships lead to brand advocacy and referrals, reducing reliance on costly customer acquisition efforts.

The Business Benefits of a Customer-Centric Organic Strategy

Increased Customer Lifetime Value (CLTV)

Loyal customers contribute more revenue over time through repeat purchases and referrals. Businesses that focus on customer retention see greater profitability without increasing acquisition costs.

Reduced Customer Acquisition Cost (CAC)

An organic growth strategy leverages existing customers, reducing the need for expensive marketing campaigns. Instead of constantly spending on acquiring new customers, businesses can focus on nurturing and expanding their current customer base.

Enhanced Brand Reputation

Strong customer relationships translate into positive reviews, higher credibility, and a brand image that attracts new customers organically. A well-respected brand naturally gains traction in the market.

Leveraging Word-of-Mouth Marketing

Happy customers naturally promote your brand to their networks, fostering organic expansion. A strong referral network can significantly boost sales and customer trust.

The Customer Journey: The Foundation of an Organic Growth Strategy 

Mapping the Customer Journey: From Awareness to Advocacy

It’s crucial to identify the touchpoints. Understanding where and how customers interact with your brand helps optimize the user experience. 

You must also understand customer needs at each stage. Addressing pain points and providing solutions at each phase of the customer journey ensures higher satisfaction.

Creating a Seamless and Positive Customer Experience

First, you must optimize for user experience (UX). This means ensuring easy navigation, responsive design, and clear messaging to improve customer satisfaction.

You must also provide exceptional customer service—including quick resolutions, attentive support, and proactive engagement to build trust. 

Furthermore, it ensures personalization and customization. Tailoring experiences to individual preferences increases engagement and customer happiness.

The Importance of Customer Feedback in the Customer Journey

Customer feedback provides insights to refine products, services, and overall experience. You should encourage reviews and act on customer input to demonstrate a commitment to continuous improvement and customer satisfaction.

Building Trust and Authority: The Cornerstone of Organic Engagement

Establishing Your Brand as a Thought Leader

Creating valuable and informative content is essential for positioning your brand as an industry leader. 

If you offer blogs, whitepapers, webinars, and educational resources, your brand can share insights that resonate with your audience and showcase expertise. This approach not only helps establish authority but also attracts potential customers who need trusted guidance.

Thought leadership also plays a crucial role in building credibility. As you share your expertise, you position your brand as a reliable source of information. This trust can significantly impact customer acquisition and retention, as customers are more likely to choose a brand when they see an expert in its field.

Transparency and Authenticity in Communication

Open and honest interactions are at the core of building lasting relationships with your customers. 

Transparency builds trust and shows that your brand values clear communication and is committed to being upfront about its practices and policies. This openness encourages customers to feel more connected and confident in their choice to engage with your brand.

Additionally, addressing customer concerns promptly is essential in demonstrating your commitment to service. When you respond quickly to issues, it reflects your brand’s reliability and dedication to customer satisfaction.

Social Proof and Credibility

Customer testimonials and reviews play a critical role in building trust. Real experiences from satisfied customers help reassure potential clients that your brand delivers on its promises. 

Positive feedback acts as a form of social proof, validating your brand’s credibility and attracting new business.

Case studies and success stories further enhance your brand’s credibility by demonstrating proven results. When potential customers see that your brand has successfully solved challenges for others, it increases their confidence in your ability to meet their needs. 

Leveraging Customer Advocacy: Turning Loyal Users into Brand Ambassadors

Book a Demo - Start Using Deeto AI

Identifying and Nurturing Your Brand Advocates

You should recognize and reward loyalty. You can achieve this with exclusive perks for dedicated customers to encourage repeat business and referrals.

  • Creating Exclusive Experiences: VIP programs, personalized incentives, and behind-the-scenes access foster brand loyalty.
  • Encouraging customers to engage through community platforms enhances brand visibility.

Encouraging Customer Referrals and Recommendations

There are many excellent ways to engage your customers. Let’s look at some of the best ways: 

  • Creating a Referral Culture: Build a sense of community and encourage existing customers to refer by emphasizing how much their feedback and recommendations matter.
  • Personalizing Incentives: Tailor referral rewards to customer preferences, such as discounts, free products, or exclusive offers, to make the referral process more appealing.
  • Leveraging Social Media: Enable easy sharing options on platforms like Facebook, Instagram, and Twitter to amplify the reach of referrals and recommendations.
  • Tracking and Rewarding Success: Use referral tracking tools to monitor which customers are referring others and reward them based on the volume or quality of referrals.
  • Referral Milestones: Create tiered rewards for customers who refer multiple people, offering incentives as they hit certain referral milestones.
  • Word-of-Mouth Marketing: Encourage customers to share their experiences through reviews or testimonials, amplifying trust in your products or services.
  • Building Trust with Testimonials: Showcase positive customer experiences and success stories to help build trust with new potential customers.

Managing and Responding to Customer Reviews and Feedback

Timely responses to reviews demonstrate attentiveness and build trust. You must address feedback—both positive and negative—to show customers that their opinions matter.

Community Building: Fostering Engagement and Loyalty Organically

Creating Online and Offline Communities

Social media groups and forums are critical for growing your community. To strengthen customer relationships, you should create spaces for meaningful discussions and peer-to-peer support.

You should also consider events and meetups. It strengthens customer connections through real-life interactions and builds deeper loyalty.

Encouraging Interaction and Participation

You should ask questions and initiate discussions. Engaging customers directly makes them feel valued and involved. It’s also critical to respond to comments and messages. That’s because active engagement strengthens relationships and brand trust.

Building a Sense of Belonging and Shared Identity

You should build a positive and inclusive environment. A welcoming community enhances customer satisfaction and retention.

In addition, you should celebrate community achievements. You can achieve this by recognizing customer success stories to strengthen emotional connections with the brand.

Common Mistakes to Avoid in Organic Growth

Ignoring Customer Feedback

Failing to actively listen to customers can lead to missed opportunities for improvement and decreased loyalty. Customer feedback - whether through reviews, surveys, or direct interactions—provides invaluable insights into what’s working and needs adjustment. 

Brands that dismiss this feedback risk losing touch with their audience, which leads to lower retention rates and stagnant growth. 

You should establish feedback loops, actively respond to concerns, and adapt strategies based on customer input.

Overlooking Retention Strategies

Many businesses focus heavily on acquiring new customers while neglecting the ones they already have. However, retaining existing customers is often more cost-effective than acquiring new ones. 

Companies should implement retention strategies such as personalized offers, loyalty programs, and proactive customer support. 

Regular engagement, follow-ups, and appreciation gestures (such as exclusive content or early access to products) can turn first-time buyers into lifelong advocates.

Focusing Solely on Acquisition, Not Engagement

Attracting new customers is essential, but engagement is what keeps them coming back. Without meaningful interactions, even the most successful acquisition campaigns will result in high churn rates. 

You should prioritize relationship-building through personalized communication, community-building efforts, and consistent value delivery. 

Whether through social media interactions, educational content, or responsive customer service, ongoing engagement ensures customers remain connected to the brand.

Not Investing in Organic Marketing Channels

Many businesses rely too heavily on paid advertising while neglecting organic marketing efforts. A well-rounded strategy includes SEO, content marketing, social media engagement, and email marketing. These channels drive sustainable traffic and enhance brand credibility. 

High-quality blog posts, informative videos, and interactive social content can attract potential customers and nurture existing ones. 

Businesses that fail to invest in organic channels struggle to establish long-term visibility and authority in their industry.

Deeto and Organic Growth: A Synergistic Approach

Deeto streamlines the process of engaging your customer base and transforming their insights into valuable assets for your sales, marketing, customer service, and product teams. 

With centralized data and AI-driven insights, it simplifies connecting with prospects at scale and ensures communication is authentic. Schedule a demo today to see it in action.

How to Grow a Business Organically from Your Customers

How to Grow a Business Organically from Your Customers

Discover how to grow a business organically using customer-driven strategies and word-of-mouth marketing

Growth
Business development
Customer Advocacy
Marketing
Strategy

Customer-led growth (CLG) is a strategy that focuses on customer experiences, feedback, and advocacy to drive success. Instead of relying on aggressive sales tactics, CLG uses customer insights to improve product development, engagement, and retention. 

Companies that use CLG benefit from organic word-of-mouth marketing, deeper customer connections, and improved brand credibility—all key ingredients for success. 

In this article, we will explore the benefits of CLG, key strategies, and how AI-powered tools, such as Deeto.ai, can make you a customer-led business. 

What is Customer-Led Growth?

Customer-led growth is a strategic approach for centering your growth initiatives. It focuses on customer needs, behaviors, and feedback. Engaging customers as decision-makers can build loyalty, drive organic referrals, and sustain long-term revenue growth. 

All in all, a customer growth strategy is an excellent way for your organization to grow. 

The Benefits of Embracing Customer-Led Growth (CLG)

1. Higher Retention Rates

When you understand and meet customer needs, satisfaction naturally follows. Happy customers often remain loyal, which reduces churn and creates long-term relationships. 

To grow customer loyalty, you should offer personalized experiences, timely support, and ongoing engagement. 

2. Stronger Customer Advocacy

Engaged and satisfied customers become powerful brand advocates. They willingly share their positive experiences with others and influence new prospects through word-of-mouth, online reviews, and social media. 

In return, these customers can significantly impact your brand’s reputation and drive organic growth. 

3. Enhanced Product Innovation

Customer-led growth thrives on continuous feedback loops. When refining or creating new products, listening to customer insights and understanding their pain points can provide invaluable knowledge. 

As such, this customer-centric approach keeps you ahead of the curve, adapts to changing needs, and delivers innovative solutions for your target audience.

4. Increased Revenue

Growing customer loyalty and advocacy has a direct correlation with long-term profitability. That’s because loyal customers contribute to repeat sales and spend more over time. 

In response, it creates a sustainable cycle where investment in customer relationships leads to a steady income.

5. Competitive Differentiation

In today's crowded markets, standing out is a challenge. However, you prioritize customer-led strategies to demonstrate your commitment to understanding and adapting to your customers’ needs. 

This differentiates you from competitors focusing on traditional marketing tactics. 

6. Lower Customer Acquisition Costs

Customer-led growth reduces heavy spending on traditional marketing and paid acquisition strategies. When happy customers spread the word through referrals, testimonials, and organic social media engagement, they attract new prospects at a fraction of the cost of paid ads.

Moreover, customers trust recommendations from peers far more than they do branded advertising. 

7. Stronger Brand Trust and Credibility

A company that consistently listens to and values customer feedback earns trust, which is a powerful asset in today’s competitive market. 

When customers see that a brand is responsive to their needs—whether through personalized interactions, timely support, or meaningful product updates—they develop a sense of confidence in the brand’s reliability.

The Shift: From Sales-Driven to Customer-Centric

The Limitations of Sales-Driven Models

Sales-driven models have some significant downsides, including short-term focus and poor adaptability. 

Let’s break these down:

  • Focus on short-term gains: Traditional sales-driven models prioritize outbound efforts such as aggressive marketing, cold outreach, and high-pressure sales tactics. Although these methods can generate immediate revenue, they struggle to build lasting customer relationships.
  • High churn rates: The emphasis on quick sales rather than long-term engagement can leave customers feeling disconnected from the brand. Therefore, it increases the likelihood of churn after completing the initial transaction.
  • Lack of adaptability: Sales-driven approaches often neglect evolving customer needs. It becomes challenging to stay relevant and competitive in a rapidly changing market.
  • Unsustainable growth model: Relying heavily on acquisition rather than retention leads to constantly needing new customers. This increases customer acquisition costs (CAC) and limits opportunities for organic growth through referrals and advocacy.
    Missed opportunities for loyalty: Without a strong focus on customer satisfaction and long-term value, you risk losing repeat business and fail to turn satisfied customers into brand advocates.
  • Missed opportunities for loyalty: Without a strong focus on customer satisfaction and long-term value, you risk losing repeat business and fail to turn satisfied customers into brand advocates.

The Importance of Customer Feedback

At the heart of CLG is a fundamental shift in how businesses perceive and interact with their customers. Rather than treating customers as mere transactions, CLG places them at the center of its business strategy. 

You can use this feedback in product development, marketing, and customer experience strategies to create highly relevant offerings. 

The Key Pillars of a Successful CLG Strategy

1. Customer Advocacy Programs

Encouraging customers to become brand advocates is a pillar of CLG. When satisfied customers share their experiences through testimonials, case studies, and referral programs, they build social proof for your brand. 

In addition, advocacy programs encourage word-of-mouth marketing, which turns loyal customers into growth drivers. It achieves this by influencing potential buyers and expanding brand reach organically.

2. Community Building and Engagement

Creating a strong community around your brand develops deeper relationships and a sense of belonging. For instance, online forums, social media groups, or exclusive customer events provide a space for customers to connect, share experiences, and provide feedback. 

Active engagement within these communities keeps you connected with customer needs and gains real-time insights into user preferences.

3. Personalized Customer Experiences

Modern customers expect personalized interactions that match their preferences, behaviors, and past interactions. 

You can use AI-driven segmentation, behavioral tracking, and customized messaging to boost personalization. As a result, this creates meaningful connections, higher retention rates, and increased customer satisfaction.

4. Data-Driven Customer Insights

Utilizing customer data is essential for making informed business decisions. Advanced analytics provide data on customer behavior, pain points, and trends, which allows you to optimize your strategies. 

5. Continuous Customer Feedback Loops

Establishing structured mechanisms for collecting and acting on customer feedback ensures that you meet customer expectations. You can use surveys, Net Promoter Score (NPS) tracking, product reviews, and in-app feedback channels to gain insights for continuous improvement. 

How Deeto Helps

Deeto.ai enhances every aspect of a CLG strategy with AI-powered tools, such as customer sentiment analysis, predictive analytics, and engagement automation. 

With real-time insights into customer satisfaction, preferences, and behaviors, Deeto refines your advocacy programs, personalises interactions, and builds stronger customer relationships, which drive sustainable growth.

Implementing Customer-Led Growth: The Practical Steps

  1. Identifying Your Ideal Customer Profile: Understanding your most valuable customers allows for targeted engagement.
  2. Mapping the Customer Journey: Visualizing the customer experience helps identify pain points and opportunities for improvement.
  3. Creating Customer Feedback Channels: Implementing surveys, interviews, and review platforms facilitates continuous insights.
  4. Developing Customer Advocacy Initiatives: Incentivizing referrals and highlighting success stories strengthens brand credibility.
  5. Building a Customer-Centric Culture: Encouraging a company-wide mindset shift ensures every team prioritizes customer success.

Leveraging AI for Customer-Led Growth

AI-driven technology is revolutionizing businesses that implement customer-led growth strategies. You can deepen customer relationships, enhance engagement, and drive sustainable growth by leveraging AI-powered insights, automation, and predictive analytics.

1. AI-powered customer Sentiment Analysis

Understanding customer emotions and perceptions is crucial for building strong relationships. 

Deeto.ai uses AI to analyze customer feedback from multiple touchpoints, including surveys, social media interactions, and support tickets. 

2. Predictive Analytics for Customer Behavior

Anticipating customer needs is key to delivering personalized experiences and preventing churn. 

Deeto.ai’s predictive analytics engine forecasts customer behavior. It helps you identify at-risk customers, recommend proactive solutions, and tailor engagement strategies. 

3. Personalized Recommendations and Experiences

One-size-fits-all marketing is no longer effective. AI-driven personalization can deliver highly relevant content, product recommendations, and promotional offers based on individual customer preferences and behaviors. 

With Deeto.ai, you can create dynamic, customer-centric experiences that drive engagement, increase conversions, and grow long-term loyalty.

4. Automated Customer Support and Engagement

Fast and efficient customer support is a critical component of CLG. 

Deeto.ai’s AI-powered chatbots and automation tools streamline support processes, reducing response times and improving the overall customer experience. 

Using AI to Identify Customer Advocates

Brand advocacy is one of the most powerful drivers of organic growth. Thankfully, Deeto.ai identifies highly engaged customers likely to become advocates and regular customers. 

Key Performance Indicators (KPIs) for Customer-Led Growth (CLG)

Measuring the success of a customer-led growth strategy requires tracking key metrics that reflect customer engagement, satisfaction, and advocacy. 

Here are some of the key metrics: 

1. Customer Lifetime Value (CLTV)

CLTV measures the total revenue you can expect from a single customer throughout their relationship with the brand. A high CLTV indicates strong customer retention, repeat purchases, and long-term profitability. 

With improvements in customer satisfaction, personalized experiences, and building loyalty, you can increase CLTV and maximize the return on customer acquisition investments.

2. Net Promoter Score (NPS)

NPS assesses customer loyalty and their likelihood to recommend a product or service to others. It’s measured through a simple survey question, such as: 

"How likely are you to recommend our product/service to a friend or colleague?" 

Respondents are classified as ‘Promoters, Passives, or Detractors’. A high NPS suggests strong customer advocacy, but a low score may indicate dissatisfaction or unmet expectations.

3. Customer Churn Rate

The churn rate tracks the percentage of customers who stop using a product or service. A rising churn rate signals potential issues with customer satisfaction, the onboarding process, or product value. 

That said, if you analyze churn trends and implement proactive retention strategies—such as personalized outreach, loyalty programs, and enhanced customer support—you can reduce attrition and improve long-term retention.

4. Customer Advocacy Rate

The customer advocacy rate measures the percentage of customers actively referring and promoting the brand. This includes participation in referral programs, writing positive reviews, or sharing experiences on social media. 

A high advocacy rate indicates strong brand loyalty and organic growth potential. You can enhance advocacy with strong relationships, rewarding referrals, and engaging with customers via community-building efforts.

5. Customer Satisfaction Scores (CSAT)

CSAT quantifies customer happiness based on surveys and feedback mechanisms. Typically measured through post-interaction surveys, CSAT helps you gauge immediate customer reactions to products, services, or support experiences. 

A consistently high CSAT score reflects a positive customer experience. In contrast, lower scores may highlight areas needing improvement.

6. Customer Engagement Score (CES)

The Customer Engagement Score (CES) measures how actively and frequently customers interact with your brand, product, or service. You can track engagement through various metrics, such as login frequency, feature usage, content consumption, or time spent on the platform.

A high CES indicates that customers find value in your offerings and are more likely to stay loyal, make repeat purchases, and advocate for your brand. 

Conversely, a low CES may signal a disengaged user base, potentially leading to higher churn rates.

Overcoming the Common CLG Challenges

Implementing a customer-led approach for experience-led growth comes with many challenges. To successfully transition, you must address internal resistance, optimize data utilization, and scale advocacy efforts effectively

Here are some tips: 

1. Overcoming Resistance to Change Within the Organization

Shifting to a CLG model demands a fundamental change in mindset across the organization. 

Companies must grow a customer-centric culture by:

  • Communicating the long-term benefits of CLG to all stakeholders.
  • Aligning departments—sales, marketing, product, and customer success—around shared customer-focused goals.
  • Providing training and resources to help teams integrate customer insights into daily operations.

2. Collecting and Analyzing Customer Data Effectively

A data-driven approach is at the core of CLG, but many businesses struggle with collecting, organizing, and making sense of customer data. This results in them not becoming a customer-led business. 

To overcome this, companies should:

  • Implement AI-powered tools like Deeto.ai to streamline data collection and analysis.
  • Leverage predictive analytics to uncover customer needs, sentiment trends, and engagement patterns.
  • Use automation to transform raw data into actionable insights, helping teams make informed decisions faster.

3. Scaling Customer Advocacy Programs

As businesses grow, maintaining and expanding customer advocacy programs can become complex. 

To ensure advocacy efforts scale effectively, you can: 

  • Utilize automation for referral tracking, review collection, and customer engagement.
  • Create structured incentives and gamification to encourage long-term participation.
  • Use AI to identify high-potential advocates and personalize outreach efforts.

The Examples of Customer-Led Platforms

Several platforms have successfully implemented customer-led growth (CLG) strategies. These have helped businesses harness customer advocacy, engagement, and data-driven insights to drive sustainable growth.

Here are some examples: 

Deeto

Deeto's all-in-one customer activation platform simplifies the process of collecting, organizing, and sharing valuable customer knowledge across your organization. From marketing materials and sales resources to experience data and product insights, everything's gathered and stored under one roof.

We also use our own software to support our own CLG initiatives by dynamically displaying social proof throughout our website, connecting prospects in our pipeline with relevant customer references, and bringing customers into the content creation and product development processes.

Influitive 

They specialize in customer advocacy and engagement, enabling businesses to build strong communities, incentivize referrals, and amplify word-of-mouth marketing.

Gainsight 

Focuses on customer success management, providing businesses with tools to improve retention, reduce churn, and drive customer satisfaction through proactive engagement.

Final Thoughts 

Customer-led growth is the future of sustainable business success. If you prioritize customer insights, engagement, and advocacy, you will build loyal communities, drive organic growth, and stay ahead of the competition. 

Deeto.ai provides the AI-driven edge to implement and scale customer-led growth strategies effectively. Book a demo and see how it works. 

What is Customer-Led Growth (CLG)? Benefits & Examples

What is Customer-Led Growth (CLG)? Benefits & Examples

Learn what Customer-Led Growth (CLG) is, its benefits, and how businesses thrive with a CLG strategy.

Growth
Customer Advocacy
Customer Success
Strategy

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