Full functionality, strategic support, top value
Use Cases and Deployment Scope
Organizes complex, matrixed customer reference/ advocacy data so we can see our customer engagement from multiple angles and maximize value for both the customer and our company. Integration with Salesforce eliminates duplication, ensures consistency, and encourages user adoption. ReferenceEdge's full customer view enables strategic customer engagement and internal expectation management.
Pros
- Simplifies and streamlines complex matrixed customer information
- Enables strategic engagement through easy access to customer reference accounts, contacts, content, and activities they've participated in as well as are interested in participating in
- Cross-company adoption and visibility through native Salesforce integration
- Load balancing and protection from over-use/ burnout - critical.
Cons
- Ability to pre-populate a 'win wire' with deal info from SF. I believe this is being developed now.
- Standard organization of 'attributes' so it's easier to break out that report column into per-attribute columns.
- I like that they have an active Trello board for user suggestions and incorporate requests with each update.
Return on Investment
- Faster access to critical customer references
- 360 degree view of customer engagement
- Full visibility through comprehensive pre-built reports
Alternatives Considered
SlapFive Customer Marketing Software