Reference Management for Salesforce
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? Influitive makes it simple. And it doesn't stop there; it uses detailed data to find the best match for a reference call. With Influitive, customer engagement becomes fun. It rewards customer participation with points, badges, and rewards your customers want. Keep track of references, calculate program ROI directly in Salesforce, and highlight your top advocates. Nominating customers for your reference program and managing referrals have never been easier; all can be done directly in Salesforce.
Top keywords
- customer4×3.33%
- salesforce4×3.33%
- influitive3×2.50%
- reference3×2.50%
- call2×1.67%
- customers2×1.67%
- directly2×1.67%
- directly in salesforce2×1.67%
- program2×1.67%
- reference call2×1.67%
- rewards2×1.67%
Complete Leads | Routing | Matching | Round Robin | AI Workflows | No-Code
Join other companies like Asana, Cisco, and Coveo, who are speeding up, selling more, and keeping their revenue teams in sync with Complete Leads. FEATURES THAT MAKE IT POSSIBLE Matching - Match incoming records to your existing data to prevent bad data from entering Salesforce - Proactively dedupe by matching, merging, and auto-converting records - Cleanse data of inconsistencies with enrichment and normalization Routing - Route any object based on any criteria, including by geography, territory, partner, hierarchy, account owner, and more - Build round robins using standard, weighting, capping or availability-based rules - Allow teams to manage their own routing rules with nested flows Automation for RevOps - Make changes to automation flows in minutes without code - Automate a variety of processes, including lead routing, account assignment, territory management, bulk updates, and more - Overcome CRM limitations by routing records, updating fields, and triggering actions across any object in Salesforce Measure & Optimize - Notify reps in their preferred channel, including Slack and email - Keep reps accountable with a real-time response timer
Top keywords
- routing4×2.30%
- data3×1.72%
- including3×1.72%
- records3×1.72%
- account2×1.15%
- automation2×1.15%
- flows2×1.15%
- matching2×1.15%
