Let sales teams self-serve customer reference calls—right from Salesforce.
With Orca, reps can request and schedule reference calls themselves, letting customer marketing teams shift from gatekeepers to advocacy builders.
Trusted by Customer Marketers, loved by Sales Reps
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Why are you still managing references like it’s 1999?
Manually responding to ad-hoc messages from reps asking for a reference.
Jumping between Salesforce, emails, and spreadsheets to find the right reference.
Struggling to show how your customer advocacy programs impact revenue.
Orca’s Reference Management Tool gives revenue teams more control of their advocacy program.
Our Smart Matching automatically finds the perfect reference for every deal.
Let sales book their own references without the never ending back and forth.
Track how your customer references drive pipeline and revenue.
Sales teams can find a perfect reference — on their own.
Orca gives AEs a simple Slack form to request a reference. Add the opportunity details, and we instantly match it with the best references using Salesforce opportunity and contact data—factoring in industry, product, historical engagements, and more.
Schedule the call without back and forth emails.
Give reps a 3-way scheduling link to make booking a call a breeze.
- References provide their availability.
- Prospect select a time that works for them.
- The meeting gets booked.
So easy even a sales rep could do it.
Link your advocacy program to revenue.
Orca tracks reference usage across all your deals in Salesforce, revealing how advocacy directly drives revenue growth.
- See which references were used.
- See which deals were influenced.
- Identify your top advocates.
- Manage program efficiency.
Dive deeper into your advocacy program.
Identify new customer advocates
Easily find and onboard new references to keep your advocacy pool fresh and effective.
Set approvals for key accounts
Ensure only the best references are used for your highest-need accounts.
Measure content engagement
See which customer content contributes most to sales, so you can optimize future efforts.
When references run smoothly, big things happen.
Increase in reference used by sales teams.
More time to work on building your advocacy program.
Measurable validation that your work moves the needle.
Since day one of our partnership with Orca, they have stepped in as a consultative partner to us. They understand our goals, our challenges, and not just where we want to be in a month but where we want to be in a year plus.
The user-friendliness of Orca Reference is unparalleled. The interface is intuitively designed, making it easy for our sales and customer success team to quickly adapt and learn the product. They were able to grasp its functionalities effortlessly and within just 100 days, they successfully leveraged it to add 100 advocates to the database.
The Orca team has figured out how to manage a growing reference pool for existing and ramping sales reps very well. This was quite difficult before and required my sales staff to investigate who implemented or managed comparable customers to figure out if the customer would be a good reference for the current deal, taking a lot of time.
We really needed a tool to automate advocate request, fulfillment, and tracking processes, and Orca has done exactly that. The main value of Orca for me is the amount of time that I have been able to save, tracking, and fulfilling reference requests for our sales team.
Since day one of our partnership with Orca, they have stepped in as a consultative partner to us. They understand our goals, our challenges, and not just where we want to be in a month but where we want to be in a year plus.
When I came across Orca, I knew I had found a great software solution and true partners who would help me succeed in my programs.
Orca is, without a doubt, the industry’s best-kept secret—for now. From the very first conversation with their team, it’s clear that the tool has been developed with both the end sales user and the customer experience in mind.
"Orca has made finding the perfect references a breeze for our sales team. Now, they can quickly self-serve through Salesforce and Slack"
Automate your customer reference calls from request to close.
FAQs
Orca simplifies customer advocacy management directly within Salesforce and Slack. Orca removes outdated, time-consuming, and painstaking processes of multi-treaded communication channels and spreadsheets from reference selling, referral tracking, webinar requests, and more by providing a set of tools that will seamlessly fold into and enhance your customer advocacy process.
From your first product demo, through the install and as you renew your annual subscription, we make every effort to ensure a simple process.
Of course! Orca supports a full customer advocacy program—whether it’s coordinating event speakers, surfacing relevant customer content, or running referral campaigns. With a comprehensive set of features, Orca helps you build, manage, and scale advocacy initiatives with ease.
Orca can integrate with any tool that can integrate with Salesforce. That said, Orca has shared integrated functionality with Zapier, Slack, Gainsight, UserEvidence, Champify, and Shoutout Social.
Being native means Orca is built entirely within Salesforce, ensuring secure, seamless performance without external connectors. Users access Orca with the same login credentials as Salesforce and data is entirely owned and managed by your IT team. Many tools have Salesforce integration but Orca is only one of two native reference management applications.
Orca’s onboarding typically takes 30-45 days during which we work with your team to configure Orca to align with your Salesforce environment and workflows. Orca provides comprehensive step-by-step guides for installing and configuring Orca.
On top of that, Orca conducts hands-on training sessions, review all facets of the tool, dive into your existing data to clean and organize it for accurate reporting and smooth transition into Orca. Throughout onboarding and beyond, our team provides dedicated support to address questions and optimize your experience.
Whether you go with a native Salesforce tool or not, dirty data is still dirty data. Our team works with you during implementation to ensure that your advocate data is accurate and valuable. Although no two Salesforce instances are the same, starting with clean nomination data sets a solid foundation for you to build better data hygiene practices across the entire organization.
The age-old answer of: it depends. Orca can work as a stand alone customer marketing tool or work seamlessly with your existing Salesforce connected tech-stack. No two programs are alike as it relates to the stack of tools or data makeup that supports the program.
Yes. Orca comes with an ocean of workflow templates, email templates, notification best-practices, and implementation recommendations to best meet the needs and goals of your program.
Orca’s as commonly known as one of the most loyal and community oriented animals in the world. Their unique hunting tactics, speed, size and coordination allows them to strategically outsmart and out maneuver their prey all while relying on their incredible communal instincts.
So why Orca?
Other than the obvious commitment to our community pod (our customers), we’ve witnessed first hand from the impact that references and advocacy can have on a business. Trendy, flash in the pan ideas can work in the short-term but building strong relationships, building quickly, moving strategically, and paying attention allows for sustained success. Oh, and not to mention Orca’s were given the nickname “killer whale" by ancient sailors who saw them preying on large whales.