Welcome to the Deeto Hub
A resource and community space for modern marketers, sellers, and builders using customer voice to grow — together.
A resource and community space for modern marketers, sellers, and builders using customer voice to grow — together.
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.
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
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.
Automate advocacy management workflows
Dynamically generate customer stories and social proof
Eliminate manual reference management
Track and report advocacy impact on revenue
Discover practical guides, templates, and tools to help your team close more deals, faster.
Relationships are the core driver of CS programs. But that in no way means you have to do it all by hand.
It's true that a fully automated approach will never work (no one likes talking to bots), but the right mix of AI and human touch can help you scale your program and activate your customer base while delivering personalized experiences for each one.
So, how can your Customer Success team use AI in a meaningful way?
We're so glad you asked...
Sentiment analysis is one of the best use cases for AI.
Word-of-mouth marketing — specifically, user-generated content — is one of the best ways to reach your audience. But people publish so much of it that it can be hard to cut through the noise. That's where AI comes in.
NLP (natural language processing) algorithms can identify words, phrases, and linguistic patterns in written and spoken content, then categorize them as positive, negative, or neutral. Advanced sentiment analysis tools can even detect the intensity of sentiments and specific aspects of products being discussed.
Most companies already use this to track mentions on external platforms like product review sites and social media. But you should also apply this to your internal customer knowledge (e.g., reviews, product feedback) and support tickets to fully understand what your customers are saying about you.
Collecting customer knowledge isn't as simple as throwing out a survey, asking everyone to rate you, or waiting for someone to reach out. There are tons of different ways to use your customers' insights and firsthand experiences with your product.
Not every customer will want to sit for reference calls with new prospects. And not all of them will want to test new features.
You can use an AI-driven platform like Deeto to collect feedback from customers through individualized and personalized contribution asks. When they join your program, they select their preferred contributions. From then on, you are always able to engage them per your needs, and even reward them for their support.
You're probably familiar with segmentation as it relates to marketing and sales. You divide your audience into smaller groups based on shared characteristics, behaviors, or interests.
But have you thought about applying it to your paying customers?
Using AI algorithms, you can segment customers who've joined your success program into groups based on their feedback and contributions.
And with Deeto's smart-matching capabilities, you can instantly distribute the best customer references to your sales team, target specific customers for product feedback, or dynamically display testimonials on specific parts of your website based on factors like their industry, product tier, or use case.
If you use your customers throughout the sales cycle, you'll close a higher percentage of deals, faster.
It's on CS to collect these things, which is why you need a shared platform that makes it easy for customers to contribute, your success team to manage, and your sales team to access.
With an AI-powered customer activation platform, you can have customers give their feedback through a simple and quick process. And with generative AI, you can turn feedback, stats, and success metrics into full-fledged case studies reps can send to customers.
When sales can access content and references through the same platform as CS, they'll be able to see and use what's available for each specific deal.
To build a successful reference program, you have to let CS be the gatekeeper and the last step before connecting prospects and customers.
AI-powered platforms have workflows and automation that let you create a pre-approved library of content for sales to use at any point in their process.
And for what isn't pre-approved, AI can automatically trigger an approval process for CS, so the process doesn't slow down the sales cycle.
Indicators like customer feedback, engagement with your product, and participation in your customer activation initiatives tell you which customers are your most active and loyal, and which ones need attention.
It would take hours of sorting through data and analyzing trends to identify these customers manually. But with AI, you can quickly pinpoint active customers based on their account health and flag potential churn risks for your Success team to address.
With Deeto's customer activation platform, you can collect, store, and manage customer knowledge from one centralized location. And its AI-powered features align your sales, marketing, product, and customer success teams around one common goal: providing the best customer experience possible. See how it works.
Discover how AI for customer success is transforming support, retention, and satisfaction in 2025 and beyond.
According to Edelman’s Trust Barometer, 63% of buyers trust what people say about a business more than what the business says about itself.
Which is why we are thrilled to introduce Deeto's latest feature—Personal Microsites. This game-changing addition is designed to streamline your sales process and deliver a highly personalized experience to your prospects. With Personal Microsites, you can now automatically direct prospects to a tailored microsite that showcases some of your top customer references, giving them an engaging and user-friendly platform to explore testimonials relevant to their needs.
What Are Personal Microsites?
Before we hop into the nitty gritty of this feature, there’s one thing we want to make sure that you keep in mind. Demand Gen Report noted that 97% of B2B buyers feel that user-generated content, such as customer testimonials, is more credible. Now, that is quite the number, so let’s dive in.
Personal Microsites are dynamic, individualized web pages that highlight customer testimonials and references most relevant to your prospects. Imagine a prospect finishing an initial call with your SDR and immediately receiving a curated microsite featuring success stories and use cases that resonate with their unique challenges and goals. This targeted approach not only builds credibility but also accelerates the decision-making process, enhancing the overall effectiveness of your sales funnel.
How Does It Work?
Deeto’s Personal Microsites are fully automated, seamlessly integrating with your CRM to trigger their delivery at various stages of the sales process. Here’s a brief rundown of how it works:
1. CRM Integration: When a prospect reaches a specific point in your sales process—such as completing an initial call with an SDR—your CRM can trigger the sending of a personalized microsite.
2. Automatic Delivery: Deeto automatically generates and sends the microsite to the prospect, featuring tailored testimonials that address their needs.
3. Prospect Engagement Tracking: Once the microsite is delivered, Deeto tracks the prospect’s engagement, providing valuable insights into which testimonials they view and how they interact with the content.
4. Facilitating Further Interaction: Prospects can easily connect with your SDR through embedded messaging or call scheduling features, fostering a more streamlined communication process.
Getting Started
Ready to start using Personal Microsites? Here’s a quick summary of how to set it up:
- Integrate Deeto with your CRM to automate the sending of personalized microsites.
- Set up your SDR profiles in Deeto, ensuring they include a name, photo, contact details, bio, and a personal message.
- Set up a couple of different variations of the Personal Microsites to guarantee personalization and relevance.
- Configure the API to ensure the correct microsite is sent based on the prospect's segment.
Need Help?
Our team is here to support you every step of the way. If you need further assistance or encounter any issues while setting up Personal Microsites, please reach out to Deeto Customer Success at support@deeto.ai.
Enhance your prospect engagement with Deeto’s Personal Microsites—where automation meets personalization for a more effective sales process.
63% of buyers trust what people say about a business
In today’s customer-centric world, relying on sporadic feedback or anecdotal evidence is no longer enough to drive growth. Understanding your customers’ experiences throughout their entire journey is essential for aligning your business strategies. Deeto’s new Campaigns feature is designed to automate and streamline this process, allowing you to collect valuable insights in real time, fueling your core business functions with authentic customer feedback.
What is Deeto’s Campaigns Feature?
The Campaigns feature enables you to automatically invite a static or flexible list of customers to become references or contribute specific content. Unlike traditional approaches that require manual outreach, this feature is fully automated, making it easy to build an ongoing feedback loop. Invites can be triggered based on criteria in your CRM, such as customer health scores, product usage milestones, or engagement levels, ensuring that you’re reaching out to the right customers at the right moments.
Beyond just gathering customer references, Campaigns allows you to request targeted content contributions, such as reviews, feature feedback, or product quotes. This dynamic and ongoing approach ensures that you’re consistently collecting fresh insights across your customers’ lifetime value (LTV). Rather than relying on isolated reviews, you’ll gain a richer, more nuanced understanding of customer sentiment.
Why Does This Matter?
Incorporating continuous customer feedback into your strategy has far-reaching impacts. With Campaigns, you can authentically understand your customers’ sentiment and experiences throughout their entire journey, contrary to relying on fragmented or anecdotal feedback. The data collected becomes a living, evergreen knowledge hub that benefits every part of your business.
Key Benefits Across the Organization
For Sales:
Your team can bring authenticity into every step of the sales cycle by providing up-to-date social proof and connecting prospects with the right customers to help push the deal forward.
For Marketing:
Your team can harness authentic, customer-generated insights to support all GTM initiatives. Real testimonials, user stories, and content about specific features will resonate more.
For Customer Success:
With continuous feedback flowing in, your customer success team will have a more accurate gauge of how customers feel at every stage, making sure to delight them every time they interact with them
Fully Automated and AI-Driven
The true power of Deeto’s Campaigns lies in its seamless automation. By integrating with your CRM and leveraging AI-driven capabilities, the process of gathering feedback, testimonials, or references is effortless. You no longer need to spend valuable time manually managing outreach and follow-ups. Instead, *Campaigns* operates in the background, steadily collecting data and keeping your knowledge base up to date.
Fueling Long-Term Growth
Deeto’s Campaigns feature is more than just a feedback tool; it enables real-time, authentic customer insights that help every team stop shooting in the dark.
By providing continuous, accurate feedback, your business can evolve alongside your customers, fostering deeper relationships and long-term success.
Start using this feature in Deeto right here
In today’s customer-centric world, relying on sporadic feedback is no longer enough to drive growth.
Building a successful product, bringing it to market, and improving it in a way that keeps you ahead of the competition. All these things start with understanding everything about your customers — the problems they need solved, where they look for solutions, and how they make purchase decisions.
You could do all the market research in the world, but it still won't beat actually talking to them.
These are just a few of the ways you can (and should) learn what your customers think about your product, customer experience, competitors, and overall brand.
Why bother with all of that in the first place, though?
I'm glad you asked...
You can use them to build trust with your customers and drive conversions. And they can sometimes give you basic insights into what your customers are and aren't a fan of, and how you compare to the competition.
But reviews, testimonials, and the like have their limitations:
Most businesses stop here, though. They collect one-off social proof to use as a marketing asset (which is definitely important), but they don't dig any deeper to understand their customers on a more strategic level.
The right kinds of feedback will give you insights into the full customer experience. You can use that info to improve your onboarding, service, and support processes. And you can use it to communicate the value of your product to future buyers in a way that aligns with their needs and expectations.
Instead of just reacting to it, you have to identify and anticipate shifts in buyers' attitudes and the methods/resources they use. After going against customers' natural flow for a long enough time, you're at a tremendous risk of losing them.
On top of that, they need something different at every stage of their lifecycle.
That's why part of your knowledge collection process should include:
From there, you can make the changes that improve engagement with your brand, decrease churn, and drive product adoption.
Even if you're getting great feedback from your users at present, there's no guarantee they'll stay happy forever. If you neglect customer knowledge while your competitors actively seek it out, it's only a matter of time before they develop a product that's more aligned with what they're looking for.
When you're continuously gathering knowledge and feedback from your customers in the form of surveys, feedback forms, and feature testing, you can build your product strategy according to real-time user feedback.
There are two fundamental aspects of customer knowledge:
Deeto makes it easy to collect feedback by enabling your customers to give it to you directly. When you invite them to the platform, they're automatically a part of your knowledge base.
And they can contribute exactly how they want — reviews/testimonials for Marketing, reference calls for Sales, feedback/testing for Product, the list goes on.
Since it's all stored in one platform, every team can access that knowledge individually and use it to collaborate smoother, innovate faster, and create a better overall customer experience.
You could do all the market research in the world, but it still won't beat actually talking to your customers.
What makes them tick? What do they like (and dislike)? What are their pain points and challenges?
As a business, this is the core information you need to build a winning product, market and sell it effectively, and retain your customers long-term.
Now...
Modern companies sell products almost exclusively online. And that means there's no way for them to know exactly who they're selling to (or why those people buy). Not unless they make direct, calculated efforts to get to know their customers, at least.
How do they do it, you ask?
Broadly speaking, we can break customer knowledge down into four separate categories, based on which department they're most relevant for.
Different teams need their own types of customer data — they need to use it in a way that makes the most sense for them. And, ultimately, all four departments need to work together to get a complete picture of your ideal customer.
The vast majority of the customer journey happens before someone reaches out to your sales team. For most of your customers, they'll discover and learn about your product through (a) your marketing and (b) others' experiences with it.
That's where social proof collateral comes in.
People want to know your product works, and they don't want to hear it from just you — 84% of today's buyers say they trust reviews and other kinds of social proof "like they're recommendations from friends or family members."
Of course, you can't control what someone says about you on G2 Crowd. But, when you can gather their feedback internally, you control the distribution.
Once you have it, there are tons of ways to drive web conversions — improving your content by adding quotes and testimonials, running ads using an eye-opening stat, repurposing UGC, the possibilities are endless.
Using Deeto, it's easy to collect, organize, and share your social proof assets. Customers leave feedback within the platform. From there, generative AI curates case studies and other kinds of content. You can even use it to dynamically display content on your website.
Your sales reps can also use your marketing content. Throughout the sales process, their ability to solidify their case for your product depends on whether or not they can share relevant social proof.
But sellers also use the customers themselves. Tons of your customers would be happy to hop on a call with a prospect, talk about their experience, and answer questions only they'd know the answer to.
Building a reference pool for your sales reps is the single best way to drive Decision-stage conversions. For each deal in the pipeline, you can have your reps search for customers who fit the prospect's persona or specific use case. Or, you can have Deeto's smart-matching algorithm take care of that for you.
You can do years' worth of market research. Look at all your competitors. Brainstorm ideas with your product team. But, if you want to build a successful product, talking to your customers is the most valuable thing you can do.
They're the ones actually using your product day in and day out. And they know exactly what works, what doesn't, and what new features they'd like to see.
There are several ways you can collect product feedback:
Gathering this information allows you to prioritize features, fix bugs, and make improvements that align with your customers' needs. Long-term, that's how you retain them and get them to advocate for your product.
User satisfaction is the main priority for your Customer Success team, and that's something you can only know by asking the customers themselves.
These are things you can mostly automate with software. But the data doesn't mean anything until you use it to inform your customer experience strategies.
What do you do with at-risk customers? How can you improve adoption, time to value, and retention? How can you activate your customers, engage them, and encourage them to advocate for your product?
For most companies, the major barrier here is access to such a wide variety of data. Maybe you can organize a few case studies or set up product testing, but it's extremely time-consuming and challenging to gather all this information from your entire customer base in a way that's consistent and scalable.
Deeto makes it easy.
It aligns all your different departments, so you can turn those insights into action and drive growth across your whole organization.
Leverage customer knowledge to build trust, shorten sales cycles, and improve conversion rates.
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.
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.
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:
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.
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.
See how 3 brands use social proof software to boost web conversions and learn how to use social proof effectively.
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.
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.
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 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:
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.
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:
With certain CMS and marketing automation platforms, AI can even trigger certain content, product suggestions, or email campaigns based on real-time behavior.
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.
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.
Explore key 2025 trends in B2B marketing and how AI in B2B marketing is reshaping strategy and engagement.
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...
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:
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.
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.
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
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.
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:
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.
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:
Deeto's self-onboarding and smart-matching features take care of these considerations for you. Book a demo to see how it works.
Learn how to turn social proof into sales revenue with proven strategies that boost trust and drive conversions.
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.
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.
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.
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.
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:
Your CRM will give you broader context into their behavior and potential issues with your product. Using that information, you can...
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.
By integrating your CRM and customer advocacy program, you'll maximize customer engagement by delivering a more cohesive and satisfying experience.
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.
See how your CRM supports a strong customer activation strategy to boost engagement and advocacy at scale.
See how Deeto helps you turn customer voice into a GTM advantage.
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