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Co-founder building in the customer references / proof space. How does your team handle this today?

Hey r/CRM

Disclosure upfront: I'm a co-founder of Hublyd, we're building in this space. Not posting to pitch (no link, profile if anyone's curious), posting because we've talked to ~30 B2B sales and CS teams over the past few months and I want to check whether what we keep hearing matches reality for you.

Some recurring threads from those conversations:

  • References live in 4-5 places (CRM fields, Notion, Drive, Slack, someone's head) and nobody really owns keeping them fresh
  • Accountability falls between chairs: CS owns the customer relationship, Sales owns the urgency, nobody owns the freshness of the data
  • The "referenceable customer" field in the CRM is often a proxy for who the CSM personally likes, which quietly biases the list

A few things I'd genuinely love to hear from you:

  1. If you do this well today, what's your actual workflow? (More interested in the process than the tool names.)
  2. Is finding the right reference fast actually the painful part, or is the real pain upstream, getting customers to agree to be a reference in the first place?
  3. For those who've tried dedicated tools (ReferenceEdge, UserEvidence, Champion, etc.), what worked, what didn't?

Will reply to every comment.

submitted by /u/Global-Egg-3149
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