If you’re new to RefVault or looking to supercharge your sales with verified references, this section will help you learn more about our platform and its features.
Absolutely! Any type of previously collected collateral can be uploaded and associated with a customer profile in the platform
Every reference provider (customer) can track who the references are shared with via their user interface. Further, users can add any rules of engagement/permissions as part of the customer profile, so both internal and external users can control the process and understand what is allowed for a given customer.
Once you have created a reference template, you can share it with your customers for completion via email address, where the referee will create their profile and complete the reference template. You will be notified as soon as the process is completed.
You can reach us at info@refvault.com! We respond within 2-3 hours normally. Alternatively, you can schedule a demo call directly from the website.
In the dashboard, you can go to the Reference Builder tab, which allows you to create reference templates. Here, you can mix and match all core types of questions (video, NPS score, free text, multiple-choice, etc.). These reference templates can be product-specific, customer-specific, or whatever use case best fits your business.
You can share a reference either via email with an optional expiration date, or via a simple link that can be generated via the platform
RefVault speeds up sales cycles and boosts pipeline efficiency by centralizing customer collateral and collecting verified references for B2B sales cycles.
SmartVault is an AI agent that syncs with the database of customer content and references that were collected and can analyze information online as well. Its core use is finding relevant data in seconds, and helping sales and marketing teams determine what is the best customer collateral to share and for whom, depending on the prospect profile and the underlying use case.
Here is great blog content to get you started with!
RefVault is ideal for B2B companies operating in competitive environments, where customer collateral and verified references will make a difference in the sales cycle, and help you speed up the sales process as well as increase the efficiency of your pipeline.
Not everyone is comfortable providing blanket references…
