Benefits

RO|ReferenceView Benefits

Have you thought about the importance of customer references in your sales cycle?  Decision-makers aren’t swayed by glossy one-sheets—rather they make their purchase decisions based on the feedback of real end-users and peers.  Using references, however, can be a time-consuming challenge.  In addition to locating a customer reference that is relevant to your prospect, you also need to determine the reference’s availability and facilitate the interaction (phone call, email, site visit, etc).  

RO|ReferenceView eliminates these headaches by providing a centralized online database that stores all reference materials and allows users to

• Save time by searching and filtering queries to easily locate the right reference assets
• Identify the customer references who influence deal flow by tracking the usage of advocates  
• Protect sensitive client information by controlling the levels of permission across the company
• Optimize the customer reference workflow by utilizing request, fulfillment and nomination tools
• Ditch the manual process of tracking utilization by configuring  dashboard views and reports of reference activity
• Manage just one tool by integrating with widely used CRM platforms; SalesForce.com AppExchange Certified