Centralize customer collateral

Easily manage and access all your customer assets in one place.

RefVault allows you to centralize all your customer collateral—case studies, testimonials, references, and marketing permissions—into a single, organized platform. It’s never been easier to keep your sales and marketing teams aligned with up-to-date customer data and usage insights.

BENEFITS

Why centralizing customer collateral matters?

Easily access all your customer data and collateral from one place, empowering both your sales and marketing teams to work efficiently, maintain compliance, and close deals faster.

Strengthen sales

Quickly identify the most relevant case studies or testimonials for any given prospect.

Increase efficiency

Centralize all assets in one place, reducing time spent searching for information.

Ensure compliance

Track permissions and usage rights for each customer’s content.

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Everything you need in a single place

RefVault organizes your customer assets, so sales and marketing teams can quickly find case studies, testimonials, and marketing permissions. This eliminates the need to chase down collateral and ensures everyone has the latest approved content.

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Use cases

Making sales and marketing easier

This feature is built to solve real problems for both sales and marketing teams. Below are two common scenarios where centralizing customer collateral makes a significant impact.

For sales teams

Your sales team can now easily access up-to-date customer references and testimonials when engaging with prospects, ensuring credibility and relevance to the current deal.

For marketing teams

Marketing can quickly determine which customers are approved for use in digital campaigns and social media posts, without needing to renegotiate permissions.

Ready to streamline your customer collateral management?

Book a demo to see how RefVault can simplify and centralize your workflow.