The database is built to capture customer references, so we allow you to build a company record with a hierarchy of different stories from multiple groups, each with their own contacts, products, and the benefits they’ve achieved.
New nominations are routed into shared queue for marketing to review, before being added to the program. And we make it easy to recognize your contributors and build your portfolio together.
Our intelligent search takes your ideal criteria, finds the best available customers and ranks them for you. We can even tune the search algorithm specifically to your business.
Use personalized microsites to share content, instead of just downloading and emailing attachments. We’ll notify you when visitors arrive at the page and even track what they open.
Set usage thresholds that automatically control when and who can make additional requests of your customers. Remove customer entirely or limit their activity until they are ready to participate again.
Anyone can enter a request, which can then be routed, to a program manager or directly to the relationship owner. Escalation notices are also available to ensure a timely response.
An email to collect feedback on completed activities is sent automatically to the requestor, collecting a rating of its quality.
Each activity type has a value, allowing you to score and reward customers’ participation. Track lifetime points, year to date and current balance.
Identify just the fields that need to be updated and send a targeted survey that populates your customer reference database directly.
Pick from pre-defined reports, or create your own using a simple wizard on dimensions that include requests, nominations, your reference portfolio, revenue impact and much more.
Create your own to do list, or assign tasks to others. We even provide options for consolidated status reports from multiple vendors.
We offer a combination of API and packaged integration options, including our top rated, Salesforce CRM package that consistently passes all AppExchange Partner review.
Full-featured mobile app for your customer reference program allows for customer reference searches, name-drops lists, case studies, video and live requests to be shared on the go.
Predefined templates for creating and updating records in bulk, making it easy to migrate your existing data and keep the database complete
A robust administrative panel allows you to make changes easily at any time. Readily available options for everything from adding new fields to managing workflow rules.
"Boulder Logic is great to work with. They keep adding new capabilities that allow me to expand our program."
—Karen Newman, Siemens