Reference Tracking is a native salesforce.com application developed by Riptide that allows your organization to efficiently track and manage all customers who are willing to serve as a reference for your products or services. Because Reference Tracking is a native salesforce.com application all the information is presented in screens that will be familiar and intuitive for your users.
Is your company doing everything it can to drive revenue growth?
- Reference customers are a key factor in driving revenue growth.
- A high ratio of reference customers to non-reference customers predicts higher growth.
- Consistently using reference customers increases sales effectiveness.
Using Reference Tracking your organization can record all customers who are references, associate products with the references, associate contacts with both products and references, and associate references with sales opportunities. It is also possible to track standard salesforce.com activities such as emails, meetings, phone calls, etc. with References, Reference Contacts, and Opportunity References so you can monitor how often a particular reference is being used. Reference Tracking can be customized in the same manner as any of the native salesforce.com components. Your organization can easily add custom fields to any of the Reference Tracking objects to allow your users to track information.
Features/Benefits:
- Fully integrated into salesforce.com
- Familiar user interface
- Uses standard salesforce.com records Contact, Account, Opportunity & Product
- References instantly available to sales & marketing personnel
- Tracks all activity with references
- Report on reference usage, effectiveness
Key Components:
- Reference allows you to identify an existing Account as a reference customer.
- Reference Contact allows you to associate specific Contacts with a Reference.
- Reference Product allows you to associate specific Products with References and Reference Contacts.
- Opportunity Reference allows you to associate References to Opportunities.
Standard Reports:
Reference Tracking is a native Salesforce application which means all the components included with Reference Tracking can be reported on using the built in Salesforce reporting tools. Three standard reports are included and can be easily customized to meet the needs of your organization.
- Reference Contact List allows users to quickly and easily get a list of all Active and Inactive Reference Accounts and the associated Reference Contacts.
- References by Product Report allows users to view an entire list of References grouped by Product and rapidly locate References for specific products.
- Opportunity Reference Report allows sales management and marketing to identify all Opportunities where a Reference was used. The report can be used to measure the effectiveness of References on a single deal or all deals.
Product Screenshots: (click thumbnail to enlarge)
Please contact Riptide for more information.
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