Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.
Description
ReferenceEdge is the only Salesforce-native app that makes it easier to manage your customer reference program. ReferenceEdge is a Salesforce-native application that enables sales and marketing teams to track who is a reference, what use cases they are used for, and how often. ReferenceEdge allows users to search for references using keywords and filters; automate reference requests; analyze program metrics in real time; manage and share customer information; and much more. ReferenceEdge is a tool that helps you win more deals by improving your sales and marketing efficiency.
API Access
Has API
API Access
Has API
Integrations
Gainsight
Salesforce Sales Cloud
Influitive Virtual EventHub
Microsoft Dynamics 365
Slack
SlapFive
TechValidate
Integrations
Gainsight
Salesforce Sales Cloud
Influitive Virtual EventHub
Microsoft Dynamics 365
Slack
SlapFive
TechValidate
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$14 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
uplandsoftware.com/roinnovation/
Vendor Details
Company Name
Point of Reference
Founded
2003
Country
United States
Website
www.point-of-reference.com
Product Features
Customer Reference Management
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
Product Features
Account Based Marketing
Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification
Customer Reference Management
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search