People love telling stories, and also they love listening to them. That said, when clients feel satisfied with your customer services and love your products, you can expect them to recount their experiences in detail on online platforms. Ensure to manage these success stories effectively by securing extensive customer reference management software.


14+ Customer Reference Management Software

1. Monday.Com

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Rating: 4.7/5

Price: FREE

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2. Keap

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Rating: 5/5

Price: $40/month

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3. Preferred Patron Loyalty

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Rating: 5/5

Price: $59.95/month

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4. InviteReferrals

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Rating: 5/5

Price: $99/month

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5. ReferenceEdge

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Rating: 5/5

Price: Custom

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6. RO Enablement

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Rating: 5/5

Price: Custom

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7. TechValidate

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Rating: 5/5

Price: Custom

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8. Crowdvocate

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Rating: 5/5

Price: $1,628/month

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9. ReferralMagic

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Rating: 4.7/5

Price: FREE

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10. VocalReferences

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Rating: 5/5

Price: FREE

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11. Repsly

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Rating: 5/5

Price: Custom

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12. Revetize

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Rating: 5/5

Price: Custom

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13. Bravo Video

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Rating: 5/5

Price: Custom

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14. Salesforce

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Rating: 5/5

Price: FREE

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15. SmartMatchApp

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Rating: 5/5

Price: $30/month

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What Is Customer Reference Management Software?

Customer reference management software is a digital solution that has the functionalities of both marketing platforms and sales tools to help you manage and customize your customer reference programs. It integrates the digital tools you need to manage your customer reference contacts and keep track of reference activity in a centralized location.

Also, it has capabilities for filtering and searching keywords to make it easier to find stories. In addition, it functions as a rich data source by gathering data analytics and tracking ROIs. With this software solution, you can provide your sales team with the information and story they need to perform better.

Benefits

Using this technology to improve your customer reference management practices will allow you and your team to be more productive and make calculated and data-driven steps to win more deals. In addition, it even streamlines your processes with its workflow automation capabilities by allowing you to breeze through the repetitive tasks and simplify their complexities. 

Features

When you go to the software market to search for the customer reference management solution to equip, you can be overwhelmed with the number of results and options you can consider. Each of them specializes in varying aspects for meeting the wide range of needs of marketing teams. That said, you should take a careful approach in choosing the most compatible software and go for the one with service offerings that align with your customer reference management needs. The following are features you should be looking out for:

  • Data imports and exports management tools
  • ROI tracking and data analysis capabilities
  • Targeted search functionalities
  • Lead management features
  • Rewards and incentives functionalities
  • Contact management tools
  • Sales channel management capabilities
  • CRM software integration
  • Referral request management features

Top 10 Customer Reference Management Software

1. Salesforce

Functionalities for interaction tracking and call list management are accessible in this digital solution. They have employed 56,606 people and have generated a revenue of 21.25 billion dollars.

2. Monday.com

This project management software offers capabilities for lead nurturing and status tracking. They have 900 employees in their teams and have a revenue of 161 million dollars. 

3. Keap

This marketing automation software has customer activity tracking and campaign management tools. They have 100 million dollars in generated revenue and have 360 employees working for them.

4. InviteReferrals

With this customer advocacy software, you can use customer communications management and nomination tracking features. They have a generated revenue of 18 million dollars and have 97 employees.

5. Repsly

Repsly provides its users with contact management and customer relationship management tools. They have a generated revenue of 15.2 million dollars and have 105 people working for them.

6. ReferenceEdge

When you use this software, you can utilize functionalities for reference usage tracking and keyword filtering. Its company, Point of Reference, has 28 employees and has 4.1 million dollars in revenue.

7. Crowdvocate

Crowdvocate is a customer engagement software that has social engagement and reference management functionalities. They have 14 people in their team and have 3.5 million dollars in revenue.

8. Revetize

A live chat platform and review monitoring tools are examples of features in this software. They have eight employees in their team and have a revenue of 1.2 million dollars.

9. Preferred Patron Loyalty

With this software, you can streamline rewards management and referral management. They have 77 people working for them and have 1.1 million dollars in generated revenue. 

10. ReferralMagic

 ReferralMagic is an affiliate solution with tools for referral tracking and campaign management. They have generated a revenue of over 1 million dollars and have employed five people. 

FAQs

What are helpful tips in managing a customer reference program successfully?

A tip you should incorporate in your customer reference strategy to increase its effectiveness is to understand and analyze the details of the stories and leverage the information provided to improve services and products constantly. Also, you should go digital and employ automated processes to be more accurate in looking for the perfect advocates and customer references.

What are the responsibilities of a customer reference manager?

Customer reference managers are responsible for developing creative approaches and undertaking strategic planning processes for smoother reference activities and optimal results. Also, their responsibilities involve communicating and engaging customer references and advocates to nurture and strengthen relationships with them and attract new ones. Managing content and monitoring reviews to improve reputation management practices is also part of the job.

Why are customer references essential?

Reference stories are a crucial make-or-break factor that can influence the buying decisions of your customers and prospects. Considering how people search and read reviews and testimonials online before purchasing services and products, a compelling customer reference program will help you increase brand awareness and develop a positive reputation online.

Build better customer relationships and persuade your loyal customer base to be customer references and advocates efficiently by moving your communication and program management processes on digital platforms. Monitor and manage the stories about your products and services and use them to the best of your advantage to amplify your sales and marketing efforts with the best customer reference management software for you.


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