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Customer Advocacy

Unlocking Success for Customer Marketers: 5 Essential Programs to Propel Your CMA Journey

Kalina Bryant
-
Asana
5
min read

In the dynamic and ever-evolving realm of customer marketing, success often hinges on the strategic implementation of programs that transcend conventional approaches. These initiatives serve as the cornerstone for driving engagement, fostering loyalty, and ultimately propelling sustainable business growth. Moreover, launching the right programs at the right time not only enhances your visibility with key leaders within your organization but also positions you as a credible expert in your field, indispensable in driving the company's success. Here, we delve into five indispensable programs that every customer marketer should embrace to navigate their journey toward long-term success:

Customer Lifecycle Campaigns: Guiding Customers Seamlessly

Actionable Program: Develop a comprehensive customer lifecycle campaign that guides customers seamlessly through every stage, from onboarding to retention and advocacy. Utilize automation tools to craft personalized messages and offers that resonate with customers at key touchpoints.

Tips:

  • Map out the customer journey: Identify touchpoints where customers interact with your brand and tailor your campaigns accordingly.
  • Segment your audience: Group customers based on behavior, preferences, and demographics to deliver targeted content and offers.
  • Provide valuable resources: Offer educational content and support to help customers maximize the value of your products or services.
  • Implement feedback loops: Gather feedback at each stage to refine campaigns and enhance the customer experience.
  • Measure and optimize: Track key metrics to gauge effectiveness and make data-driven adjustments as needed.

Customer Advisory Boards: Harnessing Expert Insights

Tip: Foster collaboration and gather invaluable insights by establishing a customer advisory board comprised of key stakeholders.

Program: Recruit a diverse group of loyal customers to participate in regular advisory board meetings. Leverage their expertise and feedback to inform product development, marketing strategies, and overall business decisions, fostering a sense of ownership and partnership.

Reference Program: Leveraging Satisfied Customers

Tip: Harness the power of satisfied customers to advocate for your brand and attract new business through referrals.

Program: Launch a formalized reference program that incentivizes customers to refer prospects and share their positive experiences. Provide rewards or recognition for successful referrals and track referral activities to measure program effectiveness and ROI.

Customer Satisfaction Survey and Third-Party Reviews: Enhancing Reputation

Tip: Gain valuable insights into customer satisfaction levels and reputation management by soliciting feedback through surveys and encouraging third-party reviews.

Program: Implement regular customer satisfaction surveys to measure sentiment, identify areas for improvement, and track performance over time. Additionally, encourages satisfied customers to leave reviews on third-party platforms such as review sites, social media, and industry forums to enhance credibility and trustworthiness.

Customer Webinar Awareness Program: Amplifying Voices, Generating Pipeline

Tip: Create a customer webinar awareness program to amplify customer voices and generate new pipeline.

Program: Host regular webinars featuring customer success stories, product demonstrations, or industry insights. Promote these webinars to your target audience to showcase the value of your solutions and attract new prospects. Encourage existing customers to participate and share their experiences, helping to build credibility and drive engagement.

Engagement Campaigns: Fostering Meaningful Connections

Tip: Foster meaningful connections and interactions with customers through various engagement initiatives.

Program: Develop various engagement campaigns, including in-person and virtual events, social media activations, webinars, and contests. Tailor these initiatives to cater to different audience preferences and interests and leverage data-driven insights to continuously refine and optimize engagement strategies.

By implementing these strategic programs, customer marketers can drive engagement, loyalty, and advocacy, paving the way for long-term business success and sustainable growth.

Learning from Others: The Success Story of CMA Pioneer David Coates at Forter

Forter

Transitioning from the discussion of strategic programs to a success story, it's evident that these initiatives lay the groundwork for impactful outcomes. Now, let's explore the journey of David Coates at Forter, a trailblazer in customer marketing automation whose achievements further underscore the transformative power of strategic initiatives.

David Coates, a prominent figure at Forter, has successfully aligned customer marketing initiatives with key business objectives. He outlines a dual-focused strategy to address short-term revenue generation and long-term product ideation and development.

Short-Term Revenue Generation (6-12 months): Coates emphasizes the importance of mobilizing customer advocates to support sales and marketing campaigns, thereby accelerating the sales funnel. Through strategic initiatives, Forter successfully generates revenue in the short term, ensuring ongoing business growth.

Long-Term Product Ideation and Development (18-24 months): Coates underscores the significance of programs like the Customer Advisory Board and community engagement in collaborating with Product Management and Product Marketing. By involving key customers as design partners for New Product Introductions (NPI), Forter not only differentiates its offerings but also identifies products crucial for future revenue generation.

Building Upsell/Cross-Sell Motion and Champion Tracking Program: In addition to revenue-focused strategies, Coates leads initiatives to establish upsell/cross-sell mechanisms and launches a Champion Tracking program. In partnership with product, product marketing, and Customer Success (CS) teams, these efforts ensure continuous engagement with advocates and foster organic sales growth.

Aligning with Key Marketing Metrics: Coates highlights Forter's alignment with key marketing North Star metrics, primarily focusing on pipeline creation and influenced revenue. In 2023 alone, customer advocates contributed significantly to over 55 marketing programs, resulting in more than $45 million in influenced pipeline and over $20 million in influenced revenue.

David Coates' strategic approach at Forter exemplifies the pivotal role of customer marketing in driving tangible business outcomes and fostering long-term growth and success. Through his leadership, Forter continues to leverage customer advocacy as a driving force behind its marketing endeavors, solidifying its position as an industry leader.

In conclusion, the journey of customer marketers is both challenging and rewarding, filled with opportunities to innovate and drive meaningful impact. By embracing strategic programs like customer lifecycle campaigns, advisory boards, reference programs, satisfaction surveys, webinar awareness initiatives, and engagement campaigns, marketers can unlock the full potential of their efforts. These programs not only foster customer engagement, loyalty, and advocacy but also lay the foundation for sustainable business growth.

Moreover, the success story of David Coates at Forter serves as a beacon of inspiration, illustrating how the right strategies, implemented with precision, can yield remarkable results. Coates' approach underscores the importance of aligning customer marketing initiatives with key business objectives, leveraging customer advocacy, and continuously innovating to stay ahead in a competitive landscape.

As you embark on your own journey as a customer marketer, remember that success is not just about implementing programs but also about adapting, learning, and evolving with the ever-changing needs of your customers and the market. By staying agile, leveraging data-driven insights, and fostering meaningful connections with your audience, you can drive tangible business outcomes and establish yourself as a trusted leader in your field.

Ultimately, it's not just about the programs you implement—it's about the impact you create, the relationships you nurture, and the legacy you leave behind. So, embrace the challenges, seize the opportunities, and continue to empower yourself as a customer marketer on a journey toward long-term success and growth.

Key Takeaways

  • Five essential customer marketing programs form the foundation of a high-impact practice: advocacy, references, reviews, community, and lifecycle campaigns.
  • Each program works hardest when instrumented against revenue outcomes — NRR, expansion pipeline, reference velocity — not activity counts.
  • 56% of B2B buyers (71% enterprise) consult existing users before purchasing (TrustRadius, 2024); references and reviews sit on the critical path.
  • Best-in-class B2B SaaS firms generate 50%+ of new ARR from expansion — the downstream outcome of well-run customer marketing.
  • Base unifies all five programs in one platform; explore the platform overview and Customer Marketing pillar.

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