Customer reference management resources

View our library of best practices

Automating your customer reference program

Read about the efficiencies associated with an automated customer reference management system.

Build versus buy

What to consider when deciding whether to build or buy.

CRM technical best practices

Read cases for integration between CRM and customer reference management.

Cultural considerations for global clients

What to consider when working globally and cross-culturally.

Engaging an executive sponsor

Key talking points to help engage an executive sponsor.

Growing reference nominations

Useful ways to grow your pipeline of customer references.

Reactive and proactive approaches

Scenarios of proactive and reactive customer reference management.

Sales and customer references

Talking points that articulate the benefits of a customer reference program.

Salesforce integration best practices

Salesforce integration with Boulder Logic

Some frequently asked questions and best practices on Boulder Logic’s integration with Salesforce.

Reinvigorating your customer reference library

These tips will help you breathe life into your customer reference program.