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
No
API Access
Has API
No
Integrations
Gainsight
Yes
Salesforce
Yes
Influitive Virtual EventHub
No
Microsoft Dynamics 365
Yes
Slack
No
SlapFive
No
TechValidate
No
Integrations
Gainsight
Yes
Salesforce
Yes
Influitive Virtual EventHub
Yes
Microsoft Dynamics 365
No
Slack
Yes
SlapFive
Yes
TechValidate
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$14 per user per month
Volume pricing available
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Yes
Program Notices
Yes
Reference Usage Tracking
Yes
Reward Distribution
Yes
Search
Yes
Product Features
Account Based Marketing
Analytics
No
Campaign Personalization
No
Customer Segmentation
No
Engagement Monitoring
Yes
Lead Nurturing
No
Lead Scoring
No
Progress Tracking
Yes
Prospecting Tools
Yes
Target Account Identification
No
Customer Reference Management
Nomination Tracking
Yes
Program Notices
Yes
Reference Usage Tracking
Yes
Reward Distribution
Yes
Search
Yes