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Organize Your Reference Requests

Having a formalized reference request workflow is a best practice component of having a successful customer reference program. As such, RO|Innovation is committed to using reference best practices in our solutions. That is why we built RO|ReferenceView to have a reference request feature.

Get the Right References for the Situation

Why is this a necessary feature? A formalized and controlled reference request workflow helps eliminate frantic last-minute searches seeking a specific type of reference.  ReferenceView's configurable search wizard allows you search within your reference database to select the RIGHT references for the RIGHT sales opportunity you are dealing with, making your reference program management more efficient and less stressful.

Manage References

• FREQUENCY - ReferenceView enables you to manage your references more effectively so you avoid reference burnout and don't overuse your references. You can see how many requests have already been fulfilled by references so you can cater to their usage requests. If a reference says they would only like to be used four times per quarter, ReferenceView lets you know when those four requests have been used and sends you a reminder to call and thank them...and while you are on the call you can ask if they are willing to do more based on the feedback directly from prospects that ReferenceView tracks in its system .
• TEMPERATURE- Curious about what your references' "temperature" is or how positive your references will be? ReferenceView lets you manage the level of customer reference-ability. If a customer has said they are willing to do case studi es, but will never do phone calls, you can track and monitor this in the platform to ensure compliance. ReferenceView lists this information in a variety of ways for easy access including sorting it by contact, company and asset type.
• RELATIONSHIPS - ReferenceView also helps you manage reference relationships that are not doing well and need to be worked on by giving you the capability to turn off customers in the system and all related assets until the relationship improves.
• REWARDS- ReferenceView helps you manage customer reference relationships by alerting you when to appropriately reward references in your program.

Centralize the Process

RO|ReferenceView streamlines the reference process because everything you need is located in one central location. This means a sales rep needing to find a reference for a prospect doesn't have to go through so many people and steps to get the reference's name and testimonial. They can just go directly to ReferenceView and find what they are needing right there-the testimonial and any other assets related to that reference, such as a case study.

A best practice component of reference programs is having a reference manager making decisions and analyzing and managing requests. ReferenceView enables easier data mining and customer reference program assessment by showing stats and keeping a journal of interactions in one centralized location for easier decision making, even if the reference manager isn't available to do so.