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Invitations Feature Overview

Forget sending Outlook emails with five attachments. It's time you moved on to a smarter way to send prospects your marketing and reference materials!

RO|ReferenceView gives you the ability to send prospects a pre-crafted email invitation with a URL link to view your marketing and reference materials in a spotlight. ReferenceView even lets you personalize the email if you wish with prospect names and personal messages from you.

Save Time with Pre-Written Templates

ReferenceView allows your sales force to free up more time for doing what they do best-selling! Sales doesn't want to waste time writing emails, they want to be out engaging with prospects and closing deals. ReferenceView lets your marketing department craft pre-written email templates for sales to use, so the right message is ensured and brand guidelines are followed. Then, when the time comes for sales to send the invitation to a prospect, the system automatically generates the email from the template they have chosen.

Personalization

Personalize email invitations sent to prospects from ReferenceView. Add your prospects name and a unique message to them for a more personal touch that shows you care.

Track Prospect Engagement

No longer do you have to wonder if the email you sent a prospect was read or if they opened the materials you attached. With ReferenceView invitations, you are sent alerts when your prospect viewed the invitation and what they actually viewed on your spotlight. Give your sales force the additional insight and knowledge they need about prospect activity and how they can solve pain points in follow up calls.

Share via Social Media

Share your materials easily through common social media applications like Facebook, Twitter and LinkedIn. ReferenceView integrates with your social media program and allows you to send an invitation to a prospect to view a spotlight via social media platforms.

See the other ways ReferenceView can make your marketing and customer reference programs more efficient. Schedule a free demo today or contact a member of our team for more information.