Whale of a Difference: Orca's Customer Advocacy Solutions

At Referential, we strongly believe that our success is directly tied to the success of our clients. To ensure their programs are successful, and that we can measure the impact, it’s often very handy to have tools in place to assist! Today we’re publishing the sixth blog in our rapid-fire series delving into the various partner platforms that we work with for our clients. You can find the previous edition of our Partner Platform Overview discussing here discussing SlapFive!

This post, like some of the others, is a high-level look at what we find exciting about this platform. If it’s making our jobs easier, then it is doing the same for our clients, because our success is directly tied to their success. 

With that in mind, today we’d like to chat about our partner Orca, a powerful native Salesforce® Reference Management System (RMS) / Customer Advocacy Platform (CAP), that can simplify and enhance customer advocacy programs. 

—-Build the Road Where Your Sales Team Walks 

Orca integrates directly with Salesforce, ensuring adherence to security protocols and compliance standards. This native integration fetches data directly from the Lightning Platform database, eliminating API request delays and complexity. 

The tracking of outreach, engagement, and gifting activities is streamlined with all activities being managed in one place. Additionally, Orca's content management capabilities extend beyond Salesforce by embedding social proof directly into websites and sharing testimonials and reviews from platforms like G2 and Capterra. 

—-Automation, AI and Integrations: oh, my! 

Orca offers advanced AI and automation features, including AI-driven recommendations that match opportunities with available advocates, which helps to expedite the reference request process. It also automates the scheduling of reference calls and the distribution of feedback surveys post-meeting. The platform facilitates centralized communication, enabling coordinated advocacy efforts both internally and externally. 

Content integrations with platforms like Zapier, YouTube, On24, Bitly, and Wistia ensure that advocacy content remains current and accessible. Orca also enables filtering social proof by persona and industry to help drive more targeted engagement. 

—-You’ve Got the Data: How to Present It? 

Orca Analytics provides access to over 30 out-of-the-box reports and 5 dashboards, with the ability to customize them to fit specific needs. The platform integrates with existing data warehouses and solutions, allowing for a more comprehensive analysis. Orca’s real-time analytics and KPIs are centered around impact on revenue, overall program health and the engagement of advocates. 

—-Conclusion

At Referential, we are confident that Orca's suite of features can help satisfy the requirements of clients by helping them nurture stronger customer relationships and achieve greater success in their advocacy programs. If you are ready to elevate your customer advocacy efforts, Orca and Referential are here to guide you every step of the way!  

If your organization is considering investing in an RMS or CAP, but feels unsure about the specific features, requirements, or the right questions to ask, Referential is here to help! As an agency with extensive experience, we understand the complexities and nuances of these tools because we work with them daily across a variety of industries and company sizes. Our platform-agnostic approach ensures that we provide unbiased guidance tailored to your unique needs, helping you make informed decisions that best support your customer advocacy initiatives. Reach out to hello@referentialinc.com, today, for a free 30-minute consultation with industry professionals with expertise in navigating the RMS and CAP landscape!   

Stay tuned for the next in our Partner Platform Overview series, where we dive into Deeto!   

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