Integration with CRM
Complete Reference Integration
RO|ReferenceView integrates with your current CRM, including
Salesforce.com, so your sales team can use it in-stride with the way they do
business on a daily basis.
In Salesforce.com, RO|ReferenceView is found right
on the tabs, so sales doesn't have to leave the CRM to harness its power.
Opportunities Tab
There is no need to leave your CRM anymore to send a
prospect marketing or reference materials. With ReferenceView's CRM
integration, sales can find the right reference and related marketing collateral
for their prospect's selling situation, as well as send a spotlight invitation
all in one place-from the opportunities tab in SalesForce.com
Contacts Tab
Incorporating as many of your customer advocates in your reference program as possible is where the real value of CRP shines. A best practice of a customer reference program is to have a formal process for customer nominations. ReferenceView is built with this capability, and has incorporated it into the way it works within your CRM. Sales can nominate customers to become customer references right from the contact tab, so they don't have to leave Salesforce.com and can continue with business without skipping a beat!
Want to learn more? Take a more in-depth tour of RO|Reference View with a member of our team today!
Customer Testimonials Hear What Our Customers Had to Say
CRM integration with platforms like Salesforce.com is one of our most popular features. Read what our customers are saying about their experience, or contact us to get more customer references.
