Reference Management

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

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