Description
Product Features:
- The administrative panel allows users to make changes easily at any time.
- An email to collect feedback on completed activities is sent automatically to the requestor, collecting a rating of its quality.
- Anyone can enter a request, which can then be routed, to a program manager or directly to the relationship owner.
- Suggested references automatically analyzes the sales opportunity for attributes like industry, product, job title and opportunity stage.
- Create a to do list, or assign tasks to others.
- Includes options for consolidated status reports from multiple vendors.
- Each activity type has a value, allowing users to score and reward customers’ participation.
- Full-featured mobile app allows for customer reference searches, name-drops lists, case studies, video and live requests to be shared.
- Identify just the fields that need to be updated and send a targeted survey that populates the customer reference database directly.
- New nominations are routed into shared queue for marketing to review, before being added to the program.
- Intelligent search takes the ideal criteria, finds the best available customers and ranks them.
- Pick from pre-defined reports, or create new using a simple wizard on dimensions that include requests, nominations, the reference portfolio, and revenue impact .
- Predefined templates for creating and updating records in bulk, making it easy to migrate existing data and keep the database complete.
- Set usage thresholds that automatically control when and who can make additional requests of customers.
- The database is built to capture customer references.
- Use personalized microsites to share content, instead of just downloading and emailing attachments.
Product Purpose:
Boulder Logic has built an easy to use, intelligent matching algorithm to find the ideal customer reference, even if an exact match doesn’t exist. By making better introductions on what’s most important to your prospects, you create a customer reference e
Product Attributes:
Free Trial:
Tech Expert:
Credit Card Required:
NA
Avg Installation Time:
Immediate
Training:
No Training Offered
Free Version:
