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Reference Management for Salesforce
Empower your top customers to sell for you
Overview
Request references from Salesforce, fulfill them in Influitive, and incentivize your top referenceable customers.
See How Reference Management for Salesforce Works
Request a reference call with a customer directly from an Opportunity in Salesforce
Automatically find matches using demographics, firmographics, and account health, etc.
Incentivize participation amongst your customers with points, levels, badges, and individually tailored rewards
Get approvals from key account owners before moving forward with a reference
Attribute revenue and measure the ROI of the program directly in Salesforce
Nominate customers in Salesforce for your reference program
Influitive helps you engage your customer base to accelerate learning, adoption, feedback, and advocacy for your products and services. It's a game-changer for your Sales & Marketing teams as it interacts seamlessly with Salesforce. Need to request a customer reference call from an opportunity in Salesforce? Influitive makes it simple. And it doesn't stop there; it uses detailed data to find the best match for a reference call. With Influitive, customer engagement becomes fun. It rewards customer participation with points, badges, and rewards your customers want. Keep track of references, calculate program ROI directly in Salesforce, and highlight your top advocates. Nominating customers for your reference program and managing referrals have never been easier; all can be done directly in Salesforce.
Categories
- Business Needs
- SalesProductivityMarketing
- Personas
- Business UserMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package