RO|ReferenceView

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Best-In-Class Tools to Leverage Your Strongest Asset: Happy Customers

ROI_RefView_QuoteRO|ReferenceView elevates your customer references while keeping the process easy and manageable for your team’s unique sales and reference program workflows. Our powerful customer reference management solution centralizes customer reference intelligence and streamlines reference request workflows for greater self-service, faster fulfillment and better management of your customer reference program.


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Streamline Reference Request Workflows

A central, organized & searchable portal makes it easier and faster to match the right reference for right selling situation.

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Manage Rewards & Customer Relationships

Control customer usage to prevent reference fatigue and manage customer reference reward program initiatives.

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Increase Reference Nominations

Ensure your best customer advocates are in your program with an easy, centralized nomination process.

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Sales Software Integration

Enable sales to search and request references and activate customer collateral to their opportunities without leaving existing sales systems.

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Package & Deliver Assets

Present critical information and customer reference assets to prospects in a unique and engaging way while tracking when and what’s been viewed.

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Track Program Health & Business Impact

Use visual dashboards and custom reports to quickly gather a bigger picture of the health of your customer program and tie customer references to closed business.

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Forget One-Size-Fits-All

salesforce-integrationYour business and customer reference program are exceptional, and we get  that. That’s why we configure RO|ReferenceView to fit your organization’s unique requirements and goals. Whether that means integrating it with your existing content library platform, your sales software like Salesforce.com®, customer web portals, or all the above; we work closely with you to develop a system that works for you.
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Go Mobile

ROI_RefView_IconGet all the features and benefits of our desktop solution in an easy-to-navigate mobile interface. Compatible with any mobile device with an internet browser (no matter the brand, make or model), your team can have access to customer reference and other sales collateral to send on-the-go.
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See It In Action

Whether you’re just starting a customer reference program or you’re in need of a robust customer reference management solution, we invite you to schedule a personalized demo of RO|ReferenceView below. We’re looking forward to speaking with you!

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