Our feature set was designed to simplify how everything comes together in a successful customer reference program.
A complete record of your customers’ success
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.
Complete activity history tracking
Fully customizable fields and lists
Role-based access control
Field synchronization with CRM
Simple for anyone to suggest a potential candidate for your program
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.
Tailor the nomination for different audiences
Connect directly to your CRM
The fastest way to find the ideal customer reference
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.
Full text indexing, including inside attachments
Automated notices about newly added references
Saved searches accessible from your home page
Great looking landing pages that track and analyze your visitors’ activity
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.
Full branding options
Automatic visitor reports
Simple “traffic” signals prevent customers from overuse or underuse
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.
Rules to highlight underused customers
Groupings for simplified preference management
Best-in class customer reference request automation
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.
Flexible routing rules
Designed for simplicity
Send cc: notices to additional stakeholders
Confirming activities occurred, and scoring the results
An email to collect feedback on completed activities is sent automatically to the requestor, collecting a rating of its quality.
No login required to capture the rating
Easy reporting on overall ratings
Special perks available only to members of your program
Each activity type has a value, allowing you to score and reward customers’ participation. Track lifetime points, year to date and current balance.
Create debits for point redemption
Export point balances in your newsletter
The simple way to get complete and updated customer information
Identify just the fields that need to be updated and send a targeted survey that populates your customer reference database directly.
Limit outreach to missing fields
Confirm updates with one click
Metrics on portfolio, activity and ROI
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.
Subscriptions send out reports automatically
Export everything directly to Excel
Graphical reports and dashboards
Tracking and collaboration from start to finish
Create your own to do list, or assign tasks to others. We even provide options for consolidated status reports from multiple vendors.
Template for common tasks
Predefine project approvers
Email triggered for new assignments
Certified by salesforce.com, top rated on AppExchange
We offer a combination of API and packaged integration options, including our top rated, Salesforce CRM package that consistently passes all AppExchange Partner review.
Real-time field synchronization
Automatic account ownership updates
Access customer references and content anywhere, anytime
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.
Fully integrated with salesforce.com
Cross platform and multiple device
Fastest and most cost effective options for mass data loading
Predefined templates for creating and updating records in bulk, making it easy to migrate your existing data and keep the database complete
Processing completed within minutes
Automated error reports
Most flexible and comprehensive configurations options to fit your business
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.
No technical skills required
"Boulder Logic is great to work with. They keep adding new capabilities that allow me to expand our program."