Centralize Reference Info & Streamline Processes
Know who is a customer reference, their current status, approved activities, and use limits. Give users powerful search capabilities to find relevant references and customer content—all within Salesforce.
Automate reference requests, discover advocates, keep customer reference information updated, track activity, and prevent reference overuse.
Gain instant access to real‐time data on customer reference program membership, advocate activities in process or completed, and the impact on revenue.
Leverage pre-built reports and dashboard charts including revenue influenced metrics to easily show program impact.