Accelerate your program.

Just like an iceberg, customer marketing is more than just nominations and requests. If you only pay attention to the top half, you'll get sunk by the management.

Orca comes not only with managing reference calls and nominations, but also with features to expand your program, increase usage, drive home ROI, and engage all of your colleagues.

Optimizing Customer Marketing Programs

Maintaining a healthy program is hard enough. Try expanding, analyzing, rewarding, and even just setting up referrals. Orca's core features enable you to spend less time on the mundane tasks and invest more time in the higher ROI activities. Below you'll learn more about the various features Orca has to elevate your custom marketing program to the next level and drive home the ROI you put in.

Launch > Engage > Leverage > Grow

01

Identifying Advocates

Have you ever wondered how to get customers to opt-into join your advocacy program? Do you even have time to find your best customers to convert them into advocates? Then, do you have trouble retaining advocates and keeping them engaged?

Launching, growing and maintaining an advocacy program certainly has its pain points, which is why with Orca, the entire lifecycle doesn't have to be a full-time job. is a streamlined process.


02

Scheduling Reference Calls

Ever wondered how to make connecting your advocates and prospects easier? Are you stuck in the middle of endless email threads trying to find availability for your prospects and advocates to talk?

Remove the endless scheduling email thread by putting the scheduling in the hands of your prospects and advocates.

03

Managing Advocate Overuse

Going back to the same well - time and time again, back pocket references, and little black books, only lead to one outcome, frustrate customers. No one wants their customer advocates to get burned out.

Prevent burnout without having to think by using Orca’s automated advocate usage management functionality.


04

Collecting Feedback

Yes, reference calls are great but who actually knows how they actually went or if they even took place! Connecting prospects with the right customers is vital to the success of your program and long term trajectory of the business. But how do you know if your process aligns correctly with the needs of both parties? Was it worth everyone’s time? Did it move the deal forward?

Automate collecting feedback from your advocates about reference calls to analyze trends and find your hidden advocate gems.

05

Rewarding Advocacy

Loyalty programs (or gamification) might not be for everyone but for those interested, they can make or break your advocacy program.

Reward your advocates and colleagues with gifts and track it all automatically and directly within Salesforce. Connect your favorite fulfillment tools for a seamless experience.


06

No-Code Workflows

“No Code Workflows” are the hot topic across the technology landscape. Want require an account owner to approve all reference call requests? Or maybe you want to require at least one reference call to take place before an opportunity is moved into stage 5? Or you need to migrate At Risk customer out of your program?

Automate and elevate your advocate program with clicks and admin-friendly custom component and configurations such as Advocacy Classification, Opportunity Conditions, Notification Alerts, and more.

07

Zero Integration

Storing customer data in multiple locations causes inefficiency by disrupting workflows and not to mention…an unsafe data security and hygiene practice. And learning a new tool also can lead to poor adoption.

Navigating multiple systems while juggling your tasks is hard enough. Don't leave Salesforce just to engage advocates. Orca is a 100% native Salesforce application, so our workflows can seamlessly extend your existing instance.


08

Streamline Referrals

Do you know how you referrals are getting to your sales team? Or do you need to figure out how to launch a referral program? 

Launch Orca campaigns with just a couple of clicks to start generating leads and opportunities by engaging your advocates.

09

Content Management

Not sure how to present the ROI of your advocacy program? Is your executive team needing concrete metrics behind the value of reference calls and advocacy acts?

Bring home the value of your program with Orca's reporting and analytics functionality. Quickly identify the usage frequency and win rates achieved by your colleagues using advocates or even stack rank you advocates by their rating.


10

Reporting & Analytics

Not sure how to present the ROI of your advocacy program? Is your executive team needing concrete metrics behind the value of reference calls and advocacy acts?

Bring home the value of your program with Orca's reporting and analytics functionality. Quickly identify the usage frequency and win rates achieved by your colleagues using advocates or even stack rank you advocates by their rating.

Elevate your customer marketing program