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Reference Automation
& Reference Bot

The most advanced reference automation platform for increasing wins!

Create a holistic reference automation process from nominations / customer opt-in, through best match per opportunity recommendation, to tracking and optimization.

Dramatically scale the reference & evidence pool

Create a large and diversified pool of references, while minimizing administration.

  • Leverage user insights to auto-identify reference candidates from your entire install-base.
  • Receive and log user consent to CSM/Sales nominations.
  • Verify you have sufficient references and social proof to match all products, use-cases, and countries.
  • Create DIY types of content to generate much more content fighting more sales stages and use cases.
  • Log calls and referencee preferences to remove customer fatigue and reference overuse.

Reference searchability and auto-match

Empower sales to quickly find and serve the best reference & evidence per opportunity, close deals faster, save time, and grow sales!

  • Enable search inside CRM for specific references in a live and up-to-date reference pool.
  • The Auto-match module sorts 10 key deal attributes to best match references & evidence to opportunities and scientifically influence deals.
  • Pre-verify reference is positive, available, and willing.
  • Provide sales teams a playbook utilizing a ready-matched proof per opportunity stage.
  • Provide sales ready-made customer-facing emails with social evidence trackable links.

Full-cycle reference automation and ROI at minimal administration

Dramatically reduce reference administration with dynamic process automation and tracking.  

  • Automate the reference-request process full-cycle including reference outreach, internal approvals, call tracking, deal progress, and revenue influence.
  • Reduce administration of sourcing a reference, internal approvals, call tracking, call feedback and ROI reporting.
  • Reference / Advocacy program automation build-in- - activity scoring, reward menu and fulfillment, leaderboards, budget, and gamification.
  • Incoredge nominations - Crowdvocate enables incentivizing Sales and CSMs to nominate and update on activities with activity tracking, leaderboards, and rewards.
  • Win/Loss report - streamline qualitative data following deal closer to allow insights and optimization of references and evidence.
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Crowdvocate customers tend to 3X their reference pool and social proof collaterals in 4 months.

Reference & social proof ROI

  • Measure what references and social prof are used in deals
  • See conversion/influence on closed won
  • Share data with management

Reference Bot

Crowdvocate streamlines an up-to-date customer evidence database, providing use-case specific references to prospects in a chatbot. Qualify leads, capitalize on customer advocacy, prove ROI.

Influence the buyer journey

  • When prospects look-up evidence in your “resource” page the ReferenceBot will offer a customized search of social proof.
  • Give customers relevant reference by industry, country, size and use-case.
  • Capture leads while tracking their segmentation and evidence intake.

Additional Platform Features

Lifecycle Engagement

Targeting
at Scale

Activation Advocacy and Loyalty

Measurement, Analytics & ROI

Customer Insights