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Altify Sales Reference Manager | 100% Native B2B Customer Reference Management

Automated B2B sales reference recommendations directly in Salesforce.

Overview

Sales Reference Manager adds relevant reference suggestions to Opportunity records and routes reference requests directly to relationship owners for approval. Stop overusing back pocket references and win more with a company-wide sales reference pool.

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See How Altify Sales Reference Manager | 100% Native B2B Customer Reference Management Works

  • Stop wasting time hunting for customers to join peer-to-peer sales reference calls. Always have relevant sales reference accounts to pick from — recommended directly on Salesforce Opportunity records.

  • Start fast and grow your customer reference pool rapidly. Get going on day one with familiar, native Salesforce controls — without the burden or complexity of launching a traditional reference program.

  • Automatic workflows route new reference requests to relationship owners and highlight the statuses of pending requests. Relationship owners approve requests, maintaining control of their accounts.

Sales Reference Manager is the only Salesforce native reference software built by sales experts for B2B sellers. The software removes the complexity of traditional reference and advocacy programs by putting relationship owners in control. Sales Reference Manager adds targeted reference account suggestions directly to Salesforce opportunity records and routes new reference requests to the relationship owners who know their accounts best for approval. With the software’s familiar Salesforce interface, practically overnight, sellers can go from overusing back pocket references to diving into an organization-wide pool of relevant reference accounts to close deals faster and increase win rates. Sales Reference Manager is brought to you by Upland Altify. For over 15 years, Upland Altify has enabled B2B sales teams to grow revenue in key accounts and win the deals that matter. By combining innovative technology with expert strategy and methodology for account planning, opportunity management, reference management, and sales processes, Altify aligns revenue teams to deliver value with every customer interaction, improve sales velocity, and drive account success.

Categories

Business Needs
Sales Intelligence
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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