Welcome to the Deeto Hub

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

Learn, share, and lead with customer voice

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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

Deeto Hub resources

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

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Before buying from you, nearly every prospect will look for referrals, reviews, and recommendations. For major purchases, they'll need a current customer to provide a reference.

If your customers talk about you on social media and review sites, the buzz around your products might even be the way prospects find you in the first place.

TL;DR: Customers who advocate for you play a crucial role in every stage of the funnel — from discovery to the purchase decision.

But how can you turn customers into advocates and use them to grow revenue?

I'm glad you asked...

5 ways to increase your revenue through customer advocacy

1. Social proof content on your website

Social proof content is far and away your most valuable marketing asset. 84% of people say they trust it as if it's a friend's or family member's recommendation. And sales pages with testimonials convert 34% more.

So, displaying social proof throughout your website will significantly increase the number of demos and free trials you drive.

There are plenty of ways to do so:

  • Customer quotes and testimonials
  • Case studies and success stories
  • Impressive statistics from customers
  • User-generated content
  • Spotlights showcasing how people use your product

Deeto's AI-powered social proof widget makes things easy. It sits in the bottom-left corner of your website (you can also have an embedded version nestled within the page itself), and automatically shows relevant testimonials that your customers left in the platform.

Or, you can embed it directly into the page.

2. Reviews on third-party sites

Clutch found that 94% of B2B buyers use review sites when making purchase decisions. And, on average, buyers trust reviews around 25% more than they trust sales reps.

Soliciting reviews on third-party sites like G2, Trustpilot, or Capterra helps you capture new leads and push existing ones toward the final “Yes.”

It's also one of the easiest and most scalable ways to gather and distribute customer feedback. All you have to do is set up automated review requests through your live chat software or email marketing tool.

3. Reference calls

Reference calls are one of the best B2B sales tools because they give prospects a chance to ask current customers about their experience with your product. 

Your reps might be able to answer questions and alleviate concerns, but hearing it from someone who's actively using your product gives them more context and assurance. It makes the seller more authentic and trustworthy.

Plus, the act of asking for a reference call solidifies a prospect's intent to purchase.

You can also use Deeto's smart-matching feature to connect prospects and references. It's based on relevancy — your sales team automatically sees customers who match the prospect's industry, company size, or use case. You can weigh the importance of each category, so Deeto can give you more accurate matches based on what characteristics matter most to your ICP.

It also considers factors like the reference’s call availability, which they set within the Deeto platform.

RELATED: Building a Strong Reference Pool: 4 Best Practices for B2B Tech Companies Using Deeto

4. Word-of-mouth marketing

Nielsen surveyed 40,000 buyers across 56 countries in its 2021 Trust in Advertising Study. The results: 88% of buyers trust and act on recommendations from people they know, above all other forms of marketing and advertising.

Not to mention, referral leads convert at a 30% higher rate.

The best way to facilitate word-of-mouth marketing is through a referral program.

Offer incentives for customers to refer friends and colleagues, and use Deeto's platform to facilitate, track, and reward successful referrals.

5. Social media shares and mentions

Whenever a customer talks positively about your brand on social media, their audience sees it. Encouraging UGC on social media makes customers more engaged with your brand while giving you a free boost in reach.

Depending on the type of product you're selling, you have a lot of creativity here:

  • Shareable quote graphics
  • Customer success stories and case studies on LinkedIn
  • User-generated videos using your product in their daily lives
  • A tweet about your product, or a strategy for using it

When it comes to incorporating users' content into the sales cycle, you also have plenty of options. You could run paid social ads featuring your customers, repost their content on your own profiles, respond to them on the platform, or incorporate their content into your email campaigns.

Important considerations for your customer advocacy program

Getting your advocacy channels and content sorted is just Step 1. When you're building your customer advocacy program, you have to keep three other things in mind:

  • Program scalability. Most businesses have trouble scaling customer advocacy for a few reasons: lack of structure for advocate engagement, excessive friction for advocates, and an uninteresting or unrewarding experience. You have to automate advocate touchpoints and centralize everything in an advocate-facing app.
  • Choosing the right advocates. Since there are so many different ways customers can advocate for you, you need to personalize things as much as possible. Customers should be able to contribute according to their own preferences, whether that's through reference calls or simply by publishing a review.
  • Making an impact on prospects. Prospects want to connect with advocates they can actually relate to. They care about the results and experiences of similar customers. When you're planning your program, consider how relevant a particular asset will be for different segments or stages of the buyer's journey.

Deeto's self-onboarding and smart-matching features take care of these considerations for you. Book a demo to see how it works.

Turning Social Proof Into Sales Revenue

Turning Social Proof Into Sales Revenue

Learn how to turn social proof into sales revenue with proven strategies that boost trust and drive conversions.

Marketing
Growth
Customer Advocacy
New business

While customer activation and engagement are predominantly CS functions, they shouldn't operate independently of your sales and marketing processes.

Customer advocacy software handles the logistics of your program, like onboarding, creating and publishing content, incentives, rewards, and metrics.

Integrating it (and the overarching processes tied to advocacy initiatives) with your CRM keeps your sales, marketing, and CS team in the loop on customer sentiments, activities, and interactions. And it maximizes your opportunities for leveraging customer advocates in both pre-sales and post-sales efforts.

Let's look at five reasons to integrate your customer advocacy program into your CRM.

1. Aligns your sales and marketing efforts with customer advocacy.

There are dozens of ways to use your existing customers to flourish. It's all about how you utilize their power, the trust they place in your brand and how you can leverage that for higher conversions, cross-sell/upsell opportunities, and retention.

For your sales team, that could be customer reference calls, testimonials, and case studies. For your marketing team, that could mean user-generated content, reviews, and social media advocacy.

Using CRM allows you to seamlessly incorporate these initiatives into your sales and marketing processes. Since both teams will have access to the same customer data and interactions, it's easy to identify specific content and potential advocates for a campaign.

For instance, your marketing team can use Deeto's dynamic social proof website widget to source specific UGC (reviews, testimonials) from within their content pool. They can dynamically display it on your website, based on the products/services a potential customer is viewing. 

2. Allows for day-to-day integration of your customers’ voice within the sales cycle.

When you integrate customer advocacy with your CRM, the system can easily pull a prospect's firmographic data and current sales pipeline stage.

From there, you'll get a list of customers with similar attributes, use cases, and experiences, plus the stories and testimonials they've left in the system.

  • For prospecting and outreach, reps can personalize their messaging and calls by connecting voice-of-customer data to specific, relatable outcomes of using your product.
  • With smart-matching, the system can suggest which customers would be the best fit for a specific reference call or use case scenario.
  • For sales enablement, reps can use customer stories/quotes/video testimonials to backup product claims and objections handling, based on where they are in the funnel and what type of buyer they're working with.

Without integration, sellers would have to spend significant time pulling data from multiple systems and prepping content for calls, without certainty they're using the most relevant information for their buyer.

3. Helps CS teams address high-value and at-risk customers.

Advocacy is one of the best ways to activate your customers. Meaningful advocacy increases their engagement with your brand and product.

With engagement data within your advocacy software, you'll know:

  • Who contributes the most and how it impacts your bottom line.
  • Which customers have disengaged from your program or left negative feedback.

Your CRM will give you broader context into their behavior and potential issues with your product. Using that information, you can...

  • Engage with high-value advocates through personalized communication and rewards.
  • Reach out to at-risk customers to resolve issues and prevent churn.

4. Improves tracking capabilities.

In B2B sales, attribution is remarkably complicated. You can't just rely on top-of-the-funnel metrics like 'leads generated' or 'deals closed.'

This is particularly important when it comes to your referral program, and when you're assessing the overall impact of advocates and their content. With access to pipeline data in CRM, you'll know which customers and content touchpoints played a role in each deal, and how.

You can compare this with insights into who did what activity how many times to determine the impact an advocate has on the journey, and the overall ROI of your program.

5. Creates a more integrated advocate experience.

By integrating your CRM and customer advocacy program, you'll maximize customer engagement by delivering a more cohesive and satisfying experience.

  • Customers receive timely and relevant communications, rewards, and recognition for their advocacy efforts, which increases their loyalty and likelihood of promoting your brand further.
  • You'll collect more accurate, consistent and actionable data, since it will be based on all interaction points with your customers, not just a few.
  • It ties into other customer engagement efforts, like product/feature testing, newsletters, and loyalty programs, which you'll manage from CRM.

You don't have to shoehorn advocacy into your CRM.

Deeto integrates with your CRM to create a seamless workflow between sales, marketing, and the customers that help them sell. And you can set it up in minutes, not months.

For your customers, leaving a review or testimonial is as easy as posting a story on Instagram. For your team, end-to-end content, reference call, and referral management makes it easy to integrate social proof into every stage of the sales cycle.

Request a demo to see how it works.

How CRM Powers an Effective Customer Activation Strategy

How CRM Powers an Effective Customer Activation Strategy

See how your CRM supports a strong customer activation strategy to boost engagement and advocacy at scale.

Business development
Strategy
BizDev

It's impossible to have a conversation these days without "AI" coming up. And, in 2025, its applications are only growing.

Through 2030, AI will see a projected annual growth rate of 37.3%. And according to the latest data from Exploding Topics, 82% of businesses have either fully implemented AI or are exploring its use. Nearly three-quarters are using it in at least one business function.

In today's article, we're taking a look at how B2B companies are using AI, and what's on the horizon in 2025.

AI presents huge opportunities for B2B sales and marketing teams.

According to one global study across 35 countries, 90% of marketers use AI tools to automate customer interactions. And 61% of sales teams exceeding their revenue targets are already on board with AI for sales automation.

Let's dive into some of the most exciting innovations in AI technology, and how you can leverage them to generate, nurture, close, retain, and activate more customers.

Predictive analytics for lead scoring and engagement

The business use cases for predictive analytics are far-reaching — fraud detection, sales forecasting, risk management, you name it. Lead scoring is one of the newest ways to use it.

Modern lead scoring tools use machine learning to analyze and evaluate leads based on firmographic information, past interactions, and engagement levels. From there, they automatically assign scores that indicate conversion likelihood and potential value.

Your sales reps can prioritize leads based on these scores, focusing their efforts on the most promising prospects. 

In a similar vein, your marketing team can use these analytics to plan follow-up activities and marketing campaigns. For example, if a high-value lead suddenly stops engaging with your brand, you might trigger a retargeting campaign after a certain time threshold.

Conversational AI

Conversational AI combines natural language processing (NLP) and machine learning to understand and respond to human language. While it's a lot more common in retail, chatbots and virtual assistants are no strangers to the B2B world.

You can use them to:

  • Qualify leads through a series of questions
  • Resolve basic queries about features, pricing, subscriptions, or support
  • Book sales demos without back-and-forth emails

Nearly half (45%) of end-users say chatbots are their preferred method of communication with businesses.

That makes them the perfect solution to a glaring problem with B2B sales: the vast majority of buyers want to limit their time talking to sales as much as possible.

Customer insights

AI-powered analytics platforms can crunch data from different sources to reveal patterns, trends, and insights on customer behavior. They offer a granular, more conclusive view of customer interactions and preferences that goes beyond traditional data analysis.

You can use that data to:

  • Monitor customer sentiment
  • Segment audiences for campaigns
  • Act on new and developing market trends
  • Optimize send times when emailing prospects
  • Identify upselling and cross-selling opportunities
  • Personalize customer experiences based on preferences, interactions, and purchase history

With certain CMS and marketing automation platforms, AI can even trigger certain content, product suggestions, or email campaigns based on real-time behavior.

Collaboration tools

Thanks to AI, team collaboration is possible in ways that were hard to imagine just a few years back.

Real-time collaboration tools, for example, use AI to automatically translate voice and text into different languages — a huge advantage for companies working with global partners or clients.

For sales teams, meeting transcription is another big one. Whenever one of your reps gets on a sales call or product demo, a notetaking tool like Fireflies or Fathom automatically transcribes it.

Afterwards, reps can search the transcript for specific keywords, notes, or actions to verify they've logged and shared everything they needed to.

Generative AI

Of course, plenty of businesses use ChatGPT. But the generative AI space is so much more than that. Tons of B2B software platforms are now incorporating generative AI into their products.

Take Deeto, for instance. By curating user-generated content with the help of AI, our social proof widget makes it remarkably easy to distribute quotes, feedback, and testimonials across your website.

It works by taking authentic customer quotes, reviews, and testimonials from your Deeto content pool and turns them into visually appealing widgets. You can embed these on any page of your website. And it's all done in seconds.

You can also use Deeto to generate case studies from customer feedback and data. Then, you can use those case studies to create dynamic content for your lead generation campaigns, website content, and more.

Deeto is a customer marketing and advocacy platform that helps B2B companies activate their customers to drive sales growth. Request a demo to see how it works.

Mid-Year Update: AI Trends in B2B Marketing for 2025

Mid-Year Update: AI Trends in B2B Marketing for 2025

Explore key 2025 trends in B2B marketing and how AI in B2B marketing is reshaping strategy and engagement.

Marketing
Growth
Strategy

In today’s competitive digital market, social proof is a powerful tool, especially for B2B tech companies seeking to build higher trust with their potential customers. The Deeto Social Proof widget can significantly enhance your website's credibility and conversion rates if used correctly. Here are three best practices to ensure you're getting the most out of this widget:

1. Build a Solid Repository for Social Proof Content

A robust foundation of social proof content is essential for leveraging the Deeto widget effectively. Without a well-curated library of testimonials, case studies, and reviews, the widget won't have the impactful content it needs to convince potential customers. Here are some tips to build a strong reference pool:

- Collect Diverse Testimonials: Reach out to a variety of customers for testimonials. Aim for diversity in company size, industry, and use case to ensure your social proof appeals to a broad audience.

- Highlight Specific Benefits: Encourage customers to highlight specific benefits and results they have experienced. Quantifiable results are particularly compelling.

- Update Regularly: Keep your content fresh by regularly updating it with new testimonials and success stories. This shows that your product is continuously delivering value.

  

For more detailed guidance on building a strong reference pool, refer to our blog post, "Building a Strong Reference Pool: 4 Best Practices for B2B Tech Companies Using Deeto"(link to blog post).

2. Match the Content to the Website Page

Most companies today still use dedicated testimonial pages to showcase customer testimonials - this is not an effective approach. Deeto’s social proof widget allows social proof and authenticity to lead the way throughout your website in a seamless way, without requiring the visitor to take any additional steps.

One of the keys to effective social proof is relevance. The content displayed by the Deeto widget should match the context of the page it’s on. Here's how to do it:

- Product Pages: On product pages, use testimonials and case studies that specifically mention the product. Highlight how it has solved problems or improved outcomes for other customers.

- Feature Pages: If a page focuses on a particular feature, choose social proof that discusses the benefits of that feature. This reinforces the feature’s value and relevance.

-Homepage: For your homepage, use a mix of high-level testimonials and success stories that speak to your company's overall value proposition.

By tailoring your social proof content to match the context of each page, you increase its relevance and impact, making it more likely to resonate with your visitors.

3. Mix It Up and A/B Test

One of the major advantages of the Deeto widget is its flexibility and ease of use. Take full advantage of this by experimenting with different content and placements. Here’s how:

- Launch Multiple Variations: Create at least two versions of the widget with different testimonials and place them on different pages. This helps you understand which content resonates best with your audience.

- A/B Test: Use A/B testing to compare the performance of different widgets. Test variations in terms of the content, layout, and placement on your website.

- Analyze and Optimize: Gather data on conversion rates and engagement metrics for each variation. Use this data to refine your social proof strategy, focusing on the types of content and placements that perform best.

Regularly mixing up your social proof content and testing different approaches ensures that you are continuously optimizing for the best possible results. 

By following these best practices, you'll be well on your way to maximizing the effectiveness of the Deeto Social Proof widget. Remember, the goal is to build trust and credibility with your audience, and relevant, well-placed social proof is one of the most powerful tools to achieve that.

3 Ways to Maximize Testimonials with Social Proof Widgets

3 Ways to Maximize Testimonials with Social Proof Widgets

Learn 3 expert tips for maximizing testimonials using Deeto widgets and social proof best practices.

Growth

As a B2B tech company, building a robust and reliable reference pool is crucial for validating your products and services. Deeto offers a powerful platform to streamline this process, ensuring that you can efficiently gather and manage customer references. Here are the four best ways to build your reference pool using Deeto:

1. Bulk Invites: Cast a Wide Net

When starting to build your reference pool, it's essential to invite a large number of potential references. Deeto's bulk invite feature allows you to do just that. Here’s why this method is effective:

- Efficiency: With bulk invites, you can reach out to a large audience quickly, maximizing your chances of getting a substantial number of responses.

- Selective Approval: You maintain control over which content gets approved and shared. This means there's no need to be overly selective when sending out initial invites. Focus on volume first, and then curate the best responses.

By leveraging bulk invites, you set the stage for a broad and diverse pool of references, which you can refine over time to highlight the most compelling testimonials.

In essence, our message is: Don’t be afraid to cast a wide net. If anything, you will be pleasantly surprised by the conversion rate. 

We recommend starting with a wide list of all of your highly active customers - focus on the contact who have daily/weekly interactions with your product or service. 

Please note: Bulk invites don’t equal “self-registration”. You will be able to share with us a list of customers that you would like to invite - and we will automatically send them a personalized invitation.

2. Personalized Email: Make It Personal, Short, and Rewarding

The initial invitation email is your first point of contact, so it needs to make a strong impression. Here are some tips for crafting an effective email:

- Personalization: Tailor the email to reflect your brand’s voice and values. A personalized touch makes the recipient feel valued and increases the likelihood of a positive response.

- Brevity: Keep the email concise and to the point. Busy professionals are more likely to engage with a short, clear message.

- Incentives: If you have a reward program, mention it upfront. Offering a small reward, such as $5-$10 for clicking the call-to-action (CTA), can significantly boost engagement rates.

Example Email Template:

Subject: We Value Your Experience – Join Our Reference Pool!

Hi [Recipient's Name],

We hope you’re enjoying [Your Product/Service]. We’re building a pool of trusted references and would love for you to be a part of it!

As a token of our appreciation, we’re offering a $10 reward just for clicking the link below and sharing your feedback.

[CTA Link]

Thank you for being a valued customer!

Best regards,

[Your Name]

[Your Position]

[Your Company]

3. Choose the Best Sender: Leverage Personal Connections

The success of your invitation campaign can hinge on who sends the email. Deeto allows invites to be sent from a personal company email, which you should strategically select:

- Personal Relationship: Choose a sender who has a close relationship with the recipient. This could be an account manager or a customer success representative who has directly interacted with the customer.

- Recognition and Trust: When the recipient recognizes the sender and feels a personal connection, they are more likely to feel obligated to respond positively.

By thoughtfully selecting the sender, you can increase the likelihood of your invites being opened and acted upon.

4. Utilize Deeto Self-Registration: Keep It Accessible and Informative

Once you have an active pool of references, it’s crucial to keep the momentum going. Deeto’s self-registration capability can help with this:

- Personalized Landing Page: Create a landing page that can be shared across various channels, such as customer correspondence, social media posts, and email communications. With Deeto you are able to customize and launch a self-registration landing pages that fits perfectly into your brand’s look and feel. 

- Reward Breakdown: Ensure the landing page includes details about the rewards program to entice more customers to register and participate.

Example Landing Page Content:

Welcome to Our Reference Program!

We’re excited to invite you to join our reference pool. By sharing your experiences with [Your Product/Service], you can earn rewards and help others make informed decisions.

What’s in it for you?

- Earn $10 for your initial participation

- Additional rewards for ongoing involvement

Join us today and start earning while sharing your valuable insights.

[Register Now Button]

Thank you for being a valued part of our community!

[Your Company Logo and Contact Information]

By providing an easily accessible and informative landing page, you can continuously grow your reference pool and maintain an engaged community of advocates.

Conclusion

Building a strong reference pool is a strategic process that can significantly enhance your credibility and sales efforts. By using Deeto’s bulk invites, crafting personalized and rewarding emails, choosing the best sender, and utilizing the self-registration feature, you can efficiently gather and manage valuable customer references. Our team at Deeto is deeply committed to your success - These best practices combined with our tailored 1-on-1 guidance will provide a fertile ground for maximizing the effectiveness of your strategy.

4 Tips to Strengthen Your Customer Reference Program

4 Tips to Strengthen Your Customer Reference Program

Learn 4 customer reference program tips for B2B tech and improve client reference management with Deeto.

Growth

From customer reviews to video testimonials, there are several ways to incorporate social proof into your website.

It's far and away your most valuable marketing asset. And if you aren't prioritizing it in 2024, you're behind.

Problem is, manually sourcing, curating, and uploading this content to every product, service, and feature page is time-consuming and tedious.

Deeto's dynamic social proof site widget empowers businesses to curate and showcase user-generated content directly on their websites, without the messy middle.

Social proof plays a critical role in web conversions.

B2B buyers don't immediately trust companies or sales reps, but they do trust reviews, proven results, and recommendations from their peers.

  • Glowing reviews and UGC validate your product to Google, which is why websites with testimonials average 45% more web traffic.
  • 92% of buyers are more likely to move forward once they've read a trusted review.
  • Sales pages with testimonials convert 34% more.

Not to mention, feature- and situation-specific written and video testimonials help you reinforce your product's value and differentiation strategy.

When someone reads or watches an honest testimonial, they have the opportunity to see its most important benefits through someone else's eyes.

For your current customers, it fosters authenticity and engagement.

Apart from reinforcing your brand's credibility, activating your current customers keeps them engaged with your product. They'll be more likely to remain loyal, try new features, products, and services, and refer others to your business.

When you showcase their authentic, unbiased feedback on your website, it also motivates them to keep providing valuable insights and suggestions.

Use Deeto to collect and display social proof on your website.

With Deeto, you can automate the process of collecting, curating, and displaying social proof across your web pages.

Here's an overview of the four-step process:

1. Customers join your program.

Within the Deeto platform, you can invite customers via email to leave feedback and submit reviews.

When a customer receives the invite, they'll be guided through the process of setting up their profile, setting their contribution preferences, and making their first submission.

2. They leave their feedback.

Compared to your average customer advocacy program, which has users write reviews for anything and everything, Deeto's guided flow helps you target specific aspects of your product and members of your customer base. Ask questions like, "What feature have you found most helpful in X situation?" to get detailed, situational feedback you can use to guide others through the buyer journey.

Plus, it's all personalized to the customer. Some may want to leave a video testimonial. Others would rather leave a written review than show their face to the world. Both will have the opportunity to do so with Deeto.

3. Deeto curates user-generated content using AI.

Deeto takes your authentic quotes, feedback, and video testimonials and turns them into social proof assets for your website. In seconds, you'll have a library of reviews and testimonials, specific to features and situations, that you can add to your website.

As more customers participate and your content pool grows, you'll always have access to it through the platform.

4. Deeto distributes social proof across your website.

The widget helps you source reviews, testimonials, and other UGC from within your Deeto content pool. From there, you can easily add that content to different landing pages (or change it) based on their context and target audience. 

Every social proof widget is beautifully designed, featuring customer headshots and snippets of their feedback. 

The best part is, Deeto easily integrates with your website. It matches your brand and displays seamlessly alongside your existing content, without anyone having to write a single line of code.

The result: Your site visitors see timely, relevant social proof that speaks directly to their needs, pain points, and use cases, helping to build trust and drive conversions.

Request a demo to see the social proof widget in action.

Dynamically Display Social Proof with Deeto's AI-Powered Website Widget

Dynamically Display Social Proof with Deeto's AI-Powered Website Widget

Deeto's dynamic social proof site widget empowers businesses to curate and showcase user-generated content directly

Content
Growth

In Q1, you probably focused on acquiring new customers and setting the foundation for a successful year. 

So, by April, you've got a pipeline full of new opportunities, and your outbound team is hustling to bring more in. 

You’re also in a time crunch — you need to get the ball rolling before decision-makers take summer vacations and companies spend their budgets elsewhere.

In other words, Q2 is all about momentum.

To accelerate the already-spinning wheel, you have two things on the to-do list:

  • Get those open deals from Q1 across the finish line
  • Steadily bring more leads into the pipeline

There's one group that can help you in both of those areas: your existing customers.

Existing customer relationships support revenue growth in more ways than one.

Buyers don't immediately trust salespeople. 92% of them trust referrals from people they know over your company's marketing content. 75% prefer not to interact with reps at all, which creates a huge barrier for new business.

Plus, everyone wants social proof. According to research from Gartner, three-quarters of today's B2B buyers look at at least three forms of advocacy before making a purchase decision.

By delivering the best possible experience, engaging customers through advocacy and product/feature testing, and turning their feedback into your strongest marketing asset, you're building a legion of brand champions who will bring you new customers for years. Since they also validate your product, new leads that fit your ICP become more likely to convert.

Advocacy is especially a competitive advantage when business is slow.

Maybe your 3 best reps are on vacay for 2 weeks. Maybe your highest-value prospect just paused their decision-making process. Maybe your latest campaign was a flop.

Things happen.

There are two ways having an advocacy program hedges you against slow business:

  • It provides a level of consistency when you don't have any (within your control). Plus, referral leads convert at a 30% higher rate on average.
  • It's a continuous source of reviews, referrals, case studies, quotes, and other materials that support sales and marketing. By integrating customer-generated content into the sales process, you'll build trust faster, and gain the edge in decision-makers' minds.

The stakes are higher when you have fewer deals in the pipeline. During those periods, a higher conversion rate and shorter sales cycle are particularly important.

How can you make the most out of your customer base?

There are three bases you have to cover:

  • Foster loyalty
  • Refine products or services 
  • Drive new sales
  • Encourage upsells and cross-sells

Let's dive into strategies for each. 

Foster loyalty with a customer advocacy program.

One of the best ways to reinforce customer loyalty is to engage them through advocacy. Here are a few program components you can consider: 

  • Exclusive events for advocates
  • VIP access to beta releases and product roadmap discussions
  • Monetary rewards for referrals, references, etc.
  • UGC features throughout your web and social media content

A well-designed customer advocacy program has to be (a) flexible for each customer, (b) easy to participate in, and (c) value-adding for the participant. Some customers are happy to hop on reference calls, others are more into product testing, and a few will just want to leave a quick testimonial.

You need to make it simple for them to participate in your program by providing them with an easy way to submit feedback, reviews, referrals, and other content.

Leverage customer feedback to refine products and services.

Activating your customers goes beyond advocacy. Your ability to retain them and future-proof your business also depends on how well you implement their feedback.

  • What do customers love about your product?
  • What do they find frustrating?
  • What do they want to use it for, but can't?

By proactively seeking this information, you'll identify and fill these gaps before they cause a retention issue. And your sales team can sell new customers on these features.

Here are a few ways to gather feedback:

  • Customer surveys (e.g. NPS)
  • Social listening
  • User testing
  • Direct customer communication (e.g. emails, calls)
  • Feedback forms on your website/product

Drive new sales through personalized UGC and customer references.

Of all the ways to accelerate the sales cycle with your current customers, this is by far the best. And with Deeto's smart-matching feature, it's remarkably simple.

Deeto's smart-matching algorithm shows your sales reps which of your existing customers have similar use cases to the deals they're currently working on, plus all the content they've left in the system.

Reps can then select the most appropriate references and content to showcase, which results in more relevant social proof, reference calls, sales demos, and proof of concepts.

Encourage upsells and cross-sells by offering personalized solutions.

There are dozens of ways to personalize the customer experience. That's a topic that spans just about every facet of your business strategy.

In the context of your current customers, one of the best ways to expand your accounts is to market to them as soon as you implement feedback they've left about your product.

Let's say you're a CRM software vendor, and 100 customers have mentioned they want a plugin tool to help them automate their email marketing.

After determining there's a market for it and it makes sense to include it in your product suite, those 100 people should be the first to know. Your CS team can send them personalized messaging, letting them know you specifically listened to their feedback.

Some of those customers might buy it on the spot.

You have to use your customers in a way that empowers them and your business.

There are a few reasons companies struggle to accomplish this:

  • A poorly structured approach to customer engagement
  • Too little flexibility for each customer's contribution preferences
  • An uninteresting or unrewarding experience for customers

And all these things stem from a lack of technology to manage advocacy activities and resources. With Deeto, it's simple:

  1. Customers receive a unique link to join your program.
  2. They join the platform by submitting content and setting their preferences.
  3. Deeto's generative AI repurposes the content into case studies, testimonials, quotes, and more.
  4. Sales reps can use the content to speed up their deals.

It's easier than making an Insta post. Request a demo to see how it works.

Using Your Existing Customers to Flourish in Q2

Using Your Existing Customers to Flourish in Q2

In Q1, you probably focused on acquiring new customers and setting the foundation for a successful year.

Growth
Customer Advocacy
Marketing

When was the last time you took a good, hard look at how your business operates?

Whether you've added new team members, expanded your product line, or shifted your target audience, a lot has probably changed (even from this time just a year ago).

Some changes are obvious, like a shift in employee culture or the launch of a new marketing campaign.

But the processes running them in the background? Broader shifts in buying behavior? Not so much...

That's why you take the concept of spring cleaning from home to your business.

What we mean by "spring cleaning":

The concept of spring cleaning is simple: out with the old, in with the new. 

Specifically, that means refreshing your approaches to marketing, customer engagement, and internal processes to better align with current trends and achieve your business goals.

The process involves:

  • Evaluating your current approach in those departments
  • Identifying what's working and what needs improvement
  • Implementing changes to become more efficient, eliminate excessive costs, and make room for new ideas and strategies

5 steps to spring cleaning your business

The good news is, auditing your business processes and strategies isn't as overwhelming as it sounds.

Let's dive in.

1. Evaluate your mix of organic vs. paid marketing.

Newer businesses tend to invest in paid ads because they're easy to track, right next to the money, and deliver immediate results. While there's rarely a reason to axe them altogether, it's important to periodically reevaluate your mix of organic vs. paid marketing.

What are your CPL and CAC for each channel? Compare these costs to the return they generate, then clear out the strategies with a low yield and high cost.

With your leftover budget, invest in organic activities like social media, content marketing, and referral campaigns.

2. Look at your current methods of customer activation.

When it comes to organic marketing, your current customers play a critical role. Their advocacy helps you market to and close new customers. And their feedback guides your product roadmap.

But how much effort does nurturing and engaging with them require? A few signs you need to simplify the process:

  • Case studies cost thousands to produce and take months to publish.
  • You're exhausting the same three customers for referrals and references.
  • Only a select few customers participate, and they require manual attention.

Deeto cleans up this mess by creating an ecosystem of customer feedback and advocacy. Customers onboard themselves, indicate their availability and contribution preferences, and your team can auto-pilot customer-generated content and feedback.

3. Assess your website interface and performance.

As you change your marketing and brand messaging, add new content to your site, and make updates to your products, ICP, and value prop, it's important to double-check whether your site reflects your current goals and strategy.

There are two main areas you’ll want to focus on: 

  • Fine-tuning brand messaging. Do your website design and content address customers’ pain points and reasons to buy?
  • AB testing to increase conversions. Small design changes, like updating a headline or changing the color of a CTA button, can have a big impact.

You probably don't need a massive overhaul, either. There are a few easy fixes you can make to up your conversions and improve your UX. 

Take social proof, for instance. Websites with testimonials receive 45% more traffic, and adding customer logos to your homepage can boost its conversion rate by up to 400%.

4. Closely examine your customer experience and buying experience.

Customers are simple. Whether they're making a purchase decision or are already a customer, they want three things: personalization, communication, and convenience.

You need to consider how your sales, marketing, and customer success operations contribute to or detract from that.

  • For sales efficiency, eliminate unnecessary friction (e.g., approvals, multiple contacts) and make it easy for new customers to sign up and make changes to their accounts. Internally, give sales teams the tools they need to be successful (e.g., prospect-reference smart-matching for social proof and customer advocacy).
  • Your marketing team should consider how effective their content is at buyer enablement. Do your web pages and articles give customers the information they need to evaluate your product? Are you providing timely and relevant content to customers at different stages of the buying journey?
  • The CS team needs to look at how compelling their customer engagement strategy is. Participating in your advocacy program should be as guided and self-driven as posting an Instagram story. Engaged customers who want to test new products and features should be able to take part in that beta process without going through multiple channels just to receive an NDA.

5. Consider your tech stack.

Just like you'd periodically go through your personal subscriptions, you should review your technology stack. Most companies use dozens of SaaS apps, which fragment and bloat their internal processes.

Nowadays, more companies offer one-stop-shop platforms for your marketing, sales, or customer success activities. Opting for all-in-one tools means your team can manage multiple tasks without having to jump from place to place, and you can access all your data from the same dashboard.

Deeto cleans the messy middle of customer activation. Use it to manage advocacy, user-generated content, referral marketing, and feedback in one place. Request a demo to see how it works.

Spring Cleaning Your Business in 5 Simple Steps

Spring Cleaning Your Business in 5 Simple Steps

When was the last time you took a good, hard look at how your business operates?

Growth
Business development
BizDev
Strategy
New business

Referral programs have long been known as one of the most effective strategies for acquiring high-quality leads and expanding customer networks in B2B marketing:

With the advancement of technology, platforms like Deeto have revolutionized how businesses implement and manage their referral initiatives. However, launching a successful referral program requires more than just setting it up—it demands strategic planning and execution. 

Here are six best practices for leveraging Deeto to maximize the effectiveness of your referral program:

1. Customization is Key

Customizing your referral program's landing page is crucial for making it appealing and intuitive for your customers. When utilizing Deeto, take advantage of its customization features to tailor the landing page to match your brand identity and resonate with your target audience. Ensure that the copy:

  • Provides a clear overview of the referral process
  • Mentions rewards if applicable 
  • Is relevant to your audience

By making the process familiar and transparent, you encourage greater participation and engagement from your customers.

2. Experiment with Campaigns

In Deeto, the ability to launch unlimited campaigns provides a unique opportunity to cater to diverse customer segments. Different individuals may respond to varying triggers, so leverage A/B testing to experiment with different colors, copy variations, and incentives. 

For instance, consider adjusting the initial incentive based on customer personas:

  • Different incentives for different level personas 
  • Different languages 
  • A variety of copy styles 

By tailoring campaigns to specific segments, you can optimize engagement and drive more referrals.

3. Strategic Program Placement

The frequency and visibility of your referral program play a pivotal role in its success. Integrate your program across multiple channels, ensuring it is prominently featured in:

  • Emails 
  • Newsletters 
  • Website pages
  • Social media 

Consistent exposure reinforces awareness and encourages participation. Consider including it as a footer in all outgoing communications to keep it top-of-mind for customers. The more your customers hear about the program, the more likely they are to participate, leading to increased submissions and conversions.

4. Value-driven Rewards

People are motivated by incentives, and a well-structured reward system can significantly boost engagement in your referral program. 

When determining rewards, consider the value of a qualified lead and the effort required for referral. Aim to offer rewards that demonstrate appreciation for the referral while aligning with your budget and objectives. 

For qualified leads, offering a percentage of the regular Cost Per Lead (CPL) as a reward is recommended, with the exact percentage varying based on deal size and company preferences. 

Additionally, for won opportunities, industry standards suggest offering rewards ranging from 3% to 20%, depending on the specific circumstances.

Remember - leads are never free, and referrals should be no different; Especially considering that leads that come from a referral are ~30% more likely to convert than any other lead. 

5. Timing is Everything

The timing of your referral requests can greatly impact their success. 

Approach customers for referrals when they are at their peak satisfaction—perhaps following positive feedback or a successful interaction with your product or service. 

By reaching out when customers are in a "giving" state (usually comes right after they have “received” something from you), you increase the likelihood of a favorable response. 

Timing your requests strategically ensures that customers are more receptive and likely to advocate for your brand.

6. ​​ Keep Track & Grow

It is easy to fall into the trap of setting up your referral programs and letting them go with the hope of catching something.

Don’t do that. 

Instead, use feedback and analytics to review the performance of your campaigns, and learn which ones are performing better and which ones aren’t. 

Tweak them, and improve them constantly to maximize your resources and their potential.

In conclusion, launching a successful referral program using Deeto requires a strategic approach that emphasizes customization, experimentation, strategic placement, value-driven rewards, and impeccable timing. By implementing these best practices, businesses can harness the full potential of their referral programs to drive growth, expand their customer base, and foster strong relationships with advocates. With Deeto's powerful features and these proven strategies, you can elevate your referral program to new heights of success.

Need more information? Reach out through our chat and we’ll be happy to help!

6 Referral Programs Best Practices for Success

6 Referral Programs Best Practices for Success

Discover 6 referral program best practices to boost engagement, drive growth, and get more qualified leads.

Growth
Marketing

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