Requesting a Reference Customer to speak and/or otherwise support an event The customer reference team supports an average of 12 customer requests per quarter; we prioritize speaking requests from teams that directly support demand generation activities (field marketing/campaigns/alliances/partner and corporate teams).
We can support the following customer speaker requests as a minimum commitment each quarter; beyond that we will need exceptional management review. Once a customer speaker request issue is raised, the CRM will link it to the appropriate tracking issue below.
Tracking issues are in this epic and the CRM will assign to the issue. Once the minimum commit number has been reached we will advise the team leads.
Find an example of a customer promotional plan with regards to a speaking event (deck is for illustrative purposes only). We will send this deck to customers once they agree to present to review as an example of the promotional options available.
Field Marketing (4 per qtr) Campaigns (2 per qtr) Alliances/ Partners (1 per qtr)
To request a reference customer to speak and/or otherwise support an event the first step is to open the Customer Speaker Request template a minimum of 75 days before the event. This issue will be tracked on the Customer Reference Program board. As customer references need to be effectively optimised we suggest a maximum of two customer speakers at events.
Please note that requests that fall without the timing parameters outlined in the handbook may not be supported, and if we’re supporting past the mininum requirement, we will require additional approvals to support the request
Process for fulfilling a request to support a Field Marketing, Corporate Marketing/Company, or Community Event
Note: If travel is required for a customer speaker, this will not be funded by the Customer Reference Program.
Process for fulfilling a request to support a Partner/Alliance Associated event
Note: If travel is required for a customer speaker, it is covered by different parts of the org. (Determined on a per request basis.)
Process to engage with the customer once agreement for presenting at an event is secured
Requesting a confidential request (Customer not named in report)
Requesting customers for research and review purposes (an email or a survey not a speaking event)