Manage customer advocacy, references, and lifecycle outreach inside Salesforce.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYMarketing
UPDATED ON MARKETPLACE
Base — screenshot from the Salesforce AppExchange listing

What it does

Base manages customer references, evidence, advocacy activities, and engagement in Salesforce. It matches references and evidence content to sales opportunities, supports advocacy nominations and self-nomination, and records the influence of references, case studies, and evidence on closed-won deals. The integration supports customer outreach across lifecycle touchpoints, including retention, upsell, cross-sell, and expansion campaigns.

Key capabilities

from the Salesforce AppExchange listing

Reference matching

Matches customer references and evidence content to sales opportunities.

Evidence database

Stores, updates, and scores reference and evidence records in Salesforce.

Advocate capture

Supports advocacy and reference capture from accounts and contacts.

Reference nominations

Allows sales and CSMs to nominate references and advocates in Salesforce.

Advocacy outreach

Automates customer outreach and self-nomination for advocacy requests.

Influence measurement

Measures the influence of references, case studies, and evidence on closed-won deals.

Lifecycle campaigns

Triggers retention, upsell, cross-sell, and expansion campaigns for users and accounts.

Referral lead generation

Generates leads from colleague referrals and measures closing.

Who it's for

Sales teams and CSMs.

How it compares

Base manages references, evidence, advocacy activities, lifecycle outreach, and referral lead generation within Salesforce. SlapFive combines customer content, references, advocacy, referrals, and lifecycle marketing in one platform, while Reference Management for Salesforce focuses on customer engagement, learning, adoption, feedback, and advocacy. Champion provides customer advocacy and reference programs with AI-based reference matching, and RO Innovation provides a central library of reference contacts and content.

NamePricingDeploymentUpdated
Basethis pluginPaidCloud
SlapFive Customer Marketing & Advocacy SoftwarePaidCloud
Reference Management for SalesforcePaidCloud
Champion - Customer Marketing & Customer ReferencesFreemiumCloud

In the catalog

1,106 plugins in Salesforce Platform · Marketing

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Customer Marketing & Advocacy at scale, made easy. Base empowers customer/user outreach cross-channel, to uncover and activate advocacy, adoption, and growth opportunities. Companies can streamline their reference and case study collection and utilization with this integration to create one source of truth for …»

Official marketplace listing

Publisher
Base LTD
Updated on marketplace
Facts verified