Overall Satisfaction with RO Reference Enablement
Boulder Logic is being used for tracking references, when they are used and we are using it to contact the references at the contact level.
- The contact workflow / email is well done and easy
- Searching for a reference is pretty good as well
- Tracking who is a reference on new potential deals is nice not only to know but to see how they interact with our potential buyers
- 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.
- I think our ROI has not been fully realized but its not a BL issue its an internal issue.
- Linking BL to chatter may help since this seems to be the first place sales reps go to ask for or discuss a reference.
BL is very easy to use and implement