RO|ReferenceView

RO|ReferenceView Feature Overview

Customer references have always played an important role in sales cycles and engaging with your prospective customers.   RO|ReferenceView is a powerful reference management solution that helps you establish and manage your customer reference program.

ReferenceView enables your organization to leverage the power of references at each stage in the sales cycle.  ReferenceView is not a “one size fits all” solution – instead we configure the platform to fit your organization’s unique requirements and goals. Take a look at some of ReferenceView’s purpose built features:

Organized Request Fulfillment

A formalized and streamlined reference request workflow is a best practice component of a successful customer reference program. ReferenceView lets you:

  • Centralize the reference request process
  • Select the RIGHT reference for the RIGHT selling situation
  • Avoid frantic searching through configurable search wizard
  • Better manage usage and customer advocate relationships
  • Monitor and manage utilization of your key reference customers
  • Integrate your reference request process with your recognition program
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RO|Mobile ReferenceView

Selling is more on-the-go than ever before. Give your sales force access to the tools and technology they need to close deals, no matter where they are with the mobile reference management platform and tailored app from ReferenceView. The ReferenceView mobile interface gives you:

  • 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
  • Get access to customer reference and other sales/marketing assets to send on-the-go
  • RO|Sales Enablement App that works when an internet connection is not available
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Integration with CRM

  • Give sales the power to engage at the right time with prospects without having to leave their CRM. Sales can leverage references and assets in stride with the CRM application they use on a daily basis.
  • ReferenceView integrates with your CRM, including SalesForce.com
  • Find reference assets, send spotlights and invitations directly from tabs within the CRM
  • Nominate current customers to participate in your customer reference program
  • Track utilization of materials to specific sales campaigns
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Reference Nominations

Increase organizational power to ensure your best customer advocates are in your customer reference program with ReferenceView.

  • Have an easy, centralized, formal nomination process
  • Leverage the existing customer relationships with other people in your organization (i.e. customer service, billing dept, etc.)
  • Facilitate customer advocate nomination across the company
  • Foster reference recruiting and rewards programs
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Dashboards

A key element of a customer reference program in facilitating sales success is making it easy for sales to FIND and select the right references and reference assets to send to prospects. Visual dashboards within ReferenceView enable your sales, marketing and customer reference teams to…

  • Quickly see what assets are available by industry, company, solution and more
  • Easily determine what references are being used and when
  • Help define a future customer reference content strategy
  • Gain a better understanding of the overall health and status of your customer reference program
  • Measure the utilization of your sales and marketing materials
  • Measure the contribution of your reference program to closing new business
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Marketing & Reference Assets

Easily find the RIGHT marketing or reference asset for the RIGHT selling situation WHEN sales needs them.

  • Catalogue & store all reference assets (including case studies, audio, video & more) in one centralized location
  • Easily find the right reference materials for the right stage in the sales cycle
  • View recommended reference assets to see what is driving success for others
  • Get feedback directly from prospects and your internal team on the effectiveness of reference collateral
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Spotlights

Spotlights are tailored microsites for sales to PRESENT information and reference assets to prospects in a unique and engaging way—while also giving sales the ability to TRACK exactly what is viewed. Sales can:

  • Spend more time selling and less time on admin tasks with pre-built templates
  • Assemble the right reference materials to share the right message
  • Track prospect engagement with your reference materials
  • Easily find the right reference materials for the right stage in the sales cycle
  • Receive prospect alerts for smarter follow up
  • Map reference assets to closed deals
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Invitations

No more Outlook emails with 5 attachments. With ReferenceView, send prospects a pre-written email invitation to view your marketing materials – and even personalize it if you wish.

  • Choose from a variety of pre-built templates prepared by marketing
  • Personalize with prospect name and message from you
  • Know what materials your prospects have visited, and when they visited
  • Share your materials easily through common social media applications
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Reference On-Demand

Outstanding reference testimonials from your customer advocates are one of the best ways to provide invaluable third party validation to your prospects. Those references can become highly scalable and flexible when captured on audio and video with Reference On-Demand.

  • Stop burning out your best customers by capturing their story on audio or video
  • Use video and audio interviews at any stage of the sales cycle to generate interest, validate solutions, fulfill RFP response requirements and more
  • Break interviews into specific topics which can be tracked to determine prospect interest
  • Send secure, private invitations to these interviews
  • Build a library and send the right testimonials that align with what your prospects need to hear
  • Gather prospect ratings of reference interviews to continually improve your new reference creation methodology
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Best Practices & Consulting

We work closely with our customers in developing their reference programs and ReferenceView technology. From the initial design, to launch, to post-launch adjustments we help you incorporate best practices and offer you a consultative approach to reference management.

  • We work closely with you from the start to configure a customer reference solution that fits your organization’s unique needs
  • We incorporate best practices in our technology solutions to make your customer reference program perform efficiently
  • We offer ongoing educational opportunities to add value throughout the business relationship
  • We provide forums for you to meet and interact with your peers across our client base
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Customer Intelligence

ReferenceView can be used to mine invaluable customer information for use in sales, marketing, product development, and more. Use ReferenceView to:

  • Configure advanced search queries on a variety of criteria you specify
  • Deeply slice information to better understand customer base
  • Have a centralized place to host and catalogue customer data from surveys, events, interactions, and more
  • Tie references with customer information to better measure ROI
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We’re looking forward to speaking with you today whether you are just thinking about formalizing a customer reference strategy or you’re a seasoned customer reference management specialist looking for the right reference management software solution. Ask us about a personalized tour of ReferenceView today.