LATEST UPDATE

Welcome SmartVault

We’re excited to introduce SmartVault, our new AI-powered module designed to significantly enhance your team’s ability to find and retrieve customer-related content. With SmartVault, you can now search across your entire sales organization in seconds, delivering faster and more accurate results to help close deals quicker.

Key features of SmartVault:

  • AI-driven search: Leverages advanced AI algorithms to quickly locate relevant customer references, testimonials, or collateral based on keywords, customer names, or deal specifics.
  • Organization-wide access: Search across all teams and departments, ensuring your entire organization benefits from centralized access to important customer documents.
  • Instant retrieval: Receive results in real-time, minimizing time spent searching for critical information during the sales process.

This improvement ensures your sales teams have the right collateral at their fingertips, boosting efficiency and helping you close deals faster.

September 12, 2024

Testimonial approval process

Create testimonials and have them approved by your customers, to give clarity to the marketing organization on what testimonials and content they can use in their activities

Testimonial approval process
AUGUST 11, 2024

Track and adjust marketing rights & permissions

Fetch key data from your contracts to understand whether you can utilize customers’ logos, mention them in sales outreach, what permissions you have around the references they provided, etc.

Track and adjust marketing rights & permissions
July 17, 2024

Embed collected video testimonials to your social media

If you collected a video testimonial as part of your reference, you can isolate it and embed it in your social media with a click of a button.

Embed collected video testimonials to your social media
July 3, 2024

NPS score tracking

Collect NPS scores from your customers, and understand both customer-specific NPS scores, as well as the overall score you currently have across the customer base.

NPS score tracking

Let RefVault transform the way you manage customer references.

Get in touch with our team today to see how RefVault can streamline your sales process and drive results.