Access the best content and customer references to match the sales opportunity
Boulder Logic’s CRM add-in Suggested References automatically analyzes the sales opportunity for attributes like industry, product, job title and opportunity stage. It uses this analysis to make proactive recommendations about the right content and live references to help close the deal more quickly.
Customer references and content suggested based on prospect’s industry, geography and more
Easy for sales
Sales people don’t need to leave their CRM opportunity and open a new window, and no additional tagging is needed. Salesforce users are presented with the-best available customer references matched to particular selling situation and stage in the sales cycle. Users simply click to make live requests or download materials. And clicking “Find More” invites them to explore further.
You can decide to display either content or references or both. You can even tune the search algorithm specifically to your business. And there is no need to apply special tagging to your content or references; everything works based on simple mapping rules.
Boulder Logic offers an easy to use, web-based tool to streamline customer reference management. Backed by a team of experts, we provide strategic guidance and program execution to help start or grow your customer reference program.
Read our suggested references FAQ
Read some of the most frequently asked questions about automatically pushing recommendations.