Reference Management for Salesforce

by InfluitiveSalesforcePaid

Manage customer reference requests, matching, approvals, and program tracking in Salesforce.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Reference Management for Salesforce — screenshot from the Salesforce AppExchange listing

What it does

The app lets teams request customer reference calls from Salesforce opportunities and match requests using customer and account data. It supports account-owner approvals, customer nominations, and referral management in Salesforce. Customer participation can be rewarded with points, levels, badges, and tailored rewards, while revenue attribution and program ROI can be tracked in Salesforce.

Key capabilities

from the Salesforce AppExchange listing

Reference call requests

Users can request a customer reference call directly from a Salesforce opportunity.

Customer matching

The app finds potential reference matches using demographics, firmographics, and account health data.

Reference approvals

Key account owners can approve a reference before it proceeds.

Customer nominations

Customers can be nominated for a reference program in Salesforce.

Participation rewards

Customer participation can earn points, levels, badges, and tailored rewards.

Program tracking

Revenue attribution and program ROI can be tracked in Salesforce.

Who it's for

The vendor names Sales and Marketing teams.

How it compares

Reference Management for Salesforce supports reference-call requests from Salesforce opportunities, account-owner approvals, customer matching, and program ROI tracking in Salesforce. SlapFive combines customer references with customer content, advocacy, referrals, and lifecycle marketing, while RO Innovation describes a central library of reference contacts and content for sales and marketing activities.

NamePricingDeploymentUpdated
Reference Management for Salesforcethis pluginPaidCloud
SlapFive Customer Marketing & Advocacy SoftwarePaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

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

«Influitive helps you engage your customer base to accelerate learning, adoption, feedback, and advocacy for your products and services. It's a game-changer for your Sales & Marketing teams as it interacts seamlessly with Salesforce. Need to request a customer reference call from an opportunity in Salesforce? …»

Official marketplace listing

Publisher
Influitive
Updated on marketplace
Facts verified