RO Reference Enablement vs Yesware

• The system provides more visibility into available references and prevents references from being over-used. It allows the client (reference) to choose how often they can be contacted in a given time period and provides a closed-loop feedback mechanism to make sure the client is providing positive responses.
• Allows account executives (sales people) to easily request references based on: product Used, customer vertical, location, account size, expertise, etc.
• Uses a “Five Star” method to show how relevant the answers are when a results are returned from a search.

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• Tracking open rates, link click rates, and reply rates. This allows us to compare different templates in order to see which allows for the most interactions and meetings set directly from email engagement.
• Seeing exactly when someone opens an email and whether it is in their normal location. Also if they are opening on a mobile device versus a computer to be able to organize the set up of the email in a more beneficial way.
• Being able to save Templates for Mail Merges to avoid the duplication of effort that other mass email systems utilize.

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• It could be cool if there was some automated built in surveys that could be used and attached to the reference. For example very short quick survey to the potential customer about how they felt about the reference, a short one to the sale rep involved to show if it was a good fit to bring the reference and potential customer together. Then show those collective results on the reference record and when searching for a reference.
• I would like a better way to build and track points for those at the contact level of a reference and a the account level.

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• I used to think that a Linkedin Sales Navigator integration would be ideal, and then they rolled it out!
• One thing would be to find a way to auto-populate my signature line into the merge as opposed to copy/pasting it every time (but not the end of the world).

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• Increase time to fill: All references are filled within 2.5 days or less. For a program that isn't managed by one person, full time, we look at this stat as a win for our organization. BL def. helped us in cutting down the time it takes to find a reference.
• Increased employee efficiency: The customer marketing team still owns the day to day administration (approvals) of the system, but we've drastically cut down their effort. We no longer need to search for the reference (the sales reps now do this themselves) - and the triggers to the account managers have been a huge help in cutting down the time to approve.
• Greater visibility: BL has allowed us to capture denial reasons - which means we know why a references is being denied - which means we can hide them from coming up in future search results.

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• Positive- the more people you are able to reach out to, the more opportunities to sell them your products, which ultimately leads to increased revenue for the business. We have seen tremendous success using Yesware, as it allows us to send hundreds of more emails than we would normally be able to handle at once.

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