The Dos and Donts of Client Reference Management

Written by Thomas Norris



Every salesperson wants to have a competitive edge. Keeping up with the competition is hard work, especially when it comes to client reference management. It might sound like a simple task, but it’s far from it. Client reference management is a crucial part of the sales process and requires plenty of attention and effort.

The Dos and Don’ts of Client Reference Management can help salespeople gain an edge in the industry. They’ll be able to make sure that their references are up-to-date, reliable, and relevant to prospective customers.

The Do’s of Client Reference Management

1. Keep It Updated: One of the best Do’s of client reference management is to keep your references up-to-date. This means updating them regularly with information about the latest products, services, and successes. This will ensure that prospective customers know exactly what you’re offering and how you’ve been successful in the past.

2. Make It User-Friendly: The reference materials you provide should be easy to understand and navigate. This means providing materials that are well-organized and clear, so that prospective customers can find what they’re looking for quickly and easily.

3. Establish a Network: When it comes to client reference management, it’s important to have a network of reliable references. This means having references that are willing to speak positively about your products and services. Establishing a network of references takes time and effort, but it can make a big difference in the success of your sales.

4. Utilize Social Media: Social media is a great way to reach out to prospective customers and build relationships. Utilizing social media to promote your references can be a great way to increase visibility and build a positive reputation.

The Don’ts of Client Reference Management

1. Don’t Oversell: When it comes to client reference management, it’s important to be honest and accurate. Don’t oversell your products and services. This could lead to potential customers feeling misled and disappointed.

2. Don’t Use Outdated References: If you’re going to use references, make sure they’re up-to-date. If you’re referencing outdated information, it could be a major turnoff to prospective customers.

3. Don’t Rely on One Source: Relying on one source of references can be risky. It’s best to diversify your sources to ensure that you’re getting reliable and relevant references.

4. Don’t Ignore Feedback: If you receive feedback from prospective customers or references, don’t ignore it. Feedback can be a great way to learn and improve your client reference management process.

By following the Do’s and Don’ts of client reference management, salespeople can gain a competitive edge in their industry. Keeping your references up-to-date, making them user-friendly, and establishing a network of reliable references can help you stand out from the competition. Additionally, utilizing social media, avoiding overselling, and utilizing feedback can help you build a positive reputation and increase your visibility.

Whether you’re a new salesperson or a seasoned pro, having a comprehensive client reference management system can make a big difference in the success of your sales. Taking the time to establish a reliable and relevant system of references can help you stand out from the competition and give you a competitive edge.