Best Customer Reference Management Software for Salesforce

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

Repsly’s retail execution platform empowers CPG field teams to improve field sales performance, merchandising execution, and promotion compliance by connecting them with the data and tools they need to work more intelligently in their accounts. Repsly’s configurable platform equips field teams with solutions for scheduling, ordering, data collection, time and mileage tracking, sales performance reporting, and more. But what makes us truly unique is our approach to data: The Repsly platform combines data on shelf-level execution, team activity, and sales velocity to help field teams make smarter decisions that maximize their impact. Informed by over a decade of experience helping CPG teams drive smarter execution in the field, today Repsly users complete more than 5 million in-store activities every month in 80 countries around the world.

Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

Vouch is a video communication product that helps teams create, collaborate and communicate with short-form video. From recording/requesting video to managing/editing and sharing, Vouch brings the full video creation experience into a single browser tab. Perfect for screen recordings, capturing powerful testimonials and sharing team updates, Vouch empowers you to create impactful video at scale

Manage your customer reference program more effectively with ReferenceEdge, the only 100% Salesforce-native application on the market. Designed for sales and marketing teams, ReferenceEdge empowers businesses to easily keep track of who is considered a reference, for what use cases, and how often they may be used;. ReferenceEdge lets users search references by filters and keywords; automate reference requests; analyze real-time program metrics; manage and share customer content; and more. ReferenceEdge helps improve sales and marketing efficiency and speed up the "quote to cash" cycle, in order to win more deals.

Customer reference management software to strengthen relationships and win deals faster. Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it. Engage your customer advocates to close deals faster. Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel. Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game. Nomination portal to encourage customer-facing teams to nominate their customer candidates. Gamification to entice customers engagement through rewards and incentives. Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative.