Reference Management

Tools, workflows, and best practices for running a customer reference program.

A B2B SaaS sales and marketing team reviewing customer reference metrics on a shared digital dashboard in a bright modern office.

How One Mid-Market SaaS Company Doubled Its Reference Utilization in 90 Days

Meridian Analytics doubled their reference utilization rate in 90 days without adding new customers. Here is exactly how they fixed the process behind their broken program.

Jun 12, 2026 7 min read

Reference Management

Granular Privacy Controls for Reference Profiles: A Practical Guide for B2B Teams

Blanket reference opt-ins leave serious gaps. Learn how to build granular privacy controls into your reference profiles to protect advocates and keep them engaged.

Jun 2, 2026 7 min read

Professional photograph of a workflow diagram

Reference Management

The Reference Request Workflow: Who Owns What Between Sales, Marketing, and CS

It's Thursday morning. A sales rep needs a reference for a deal closing Friday. They ping Customer Success. CS says they'll "look into it." Marketing has a case

May 8, 2026 9 min read