A reference helps an existing buyer evaluate your product. A case study makes approved evidence public. An introduction opens a potential new conversation. An event invitation may bring a relevant peer into a useful discussion.
Each action has different permissions and demands on the customer.
Customer marketing, customer success, sales and field marketing should share context about requests. Otherwise a customer may receive several independent asks in the same week.
Track introductions through meetings and opportunities. Track references and other advocacy against their own objectives and relevant deal influence. Avoid assigning the same opportunity multiple full sourcing credits.
Orbb's Referral Agent and Events Agent are relevant to relationship-led introductions and invitations. They do not automatically replace case study production, reference management or a customer community.
Use network activation where a specific target and genuine connection exist. Preserve other forms of advocacy for customers who can contribute value without opening their professional networks.