Capability Overview
Boulder Logic Reference Manager's capabilities allow you to automate your customer reference program in order to provide the best references and sales tools every time. With our robust feature set designed specifically for tasks related to reference management you can nominate new reference customers, search for the references you need, access a library of content, fulfill requests and track program metrics - all from our easy to use interface.
Quick, Flexible Deployment
- Simple Administration
- Get your program up and running fast. Boulder Logic Reference Manager provides a highly customizable system that can be configured to your business process, and easily changed without the need for technical staff.
- Web Deployment
- Avoid the hassle and expense of internal servers. Our hosted model allows you to access the reference library anytime, anywhere using a secure Web browser.
- Customizable Forms and Displays
- Easily customize forms and displays including reference details, account information, search criteria and search results -- right from our web-based interface with no programming required.
- Dynamic Fields and Pick Lists
- Create "smart" forms to minimize user effort by dynamically controlling the display of certain fields or list options based on the data a user enters.
- Controlled Access
- Limit who can see or use specific references, documents and even specific fields on pages.
Seamless Integration with Existing Systems
- Single Sign On (SSO)
- Access Boulder Logic Reference Manager from within your Intranet, CRM system or other secure site.
- CRM Integration
- Share data with your existing customer information system. Link references to the sales opportunities they influence.
Easy To Use Workflows and User Interface for Sales or Reference Managers
- Automated Workflows
- Send notifications, route forms and generate reports automatically using email capabilities. Boulder Logic Reference Manager dramatically reduces the number of manual steps required.
- Intelligent Search
- Find the right references based on specific field values or keywords. Search results are ranked based on how closely they match an ideal reference for your opportunity.
- Search Subscriptions
- Save your search criteria and receive email notifications when new, matching references become available.
- Self-service Content
- Access self-service content (including audio interviews, case studies and more) right from your search results.
- Request Routing
- Request one or multiple references and submit for approval with just a few clicks.
- Automated Nominations
- Capture new nominations with a quick easy form to continue growing your program.
- Nomination and Request Tracking
- Keep users updated with one click visibility into the status of their nominations and requests.
- Banners and Program Notices
- Promote program campaigns and inform users and stakeholders of program news right from your reference homepage.
Program Tracking & Measurement
- Reference Usage Tracking
- Record and control usage of important references using a library checkout feature to avoid customer burnout.
- Incentive Program
- Track and manage a recognition system for program participants to determine which customers have contributed the greatest business value to your program.
- Extensive Reporting
- Measure success and continually optimize your program based on extensive data including participant compliance, fulfillment activity and library profiling.