Platform

A customer said it at 2:14 PM. The right person heard it by 2:15 PM.

Five stages between what a customer said and the person who can act on it. Echo, Orca's Customer Intelligence Agent, reads it, flags it, routes it, protects the customer behind it and proves what it was worth.

• Request a demo
• Walk the five stages ↓

LISTEN

2:14:03 “If a buyer wants to hear it from a customer, give them my number.”

Gong · call with Harry C., Bluepeak

• DETECT Prompt matched
• ROUTE Walt F. · Slack
• PROTECT Guardrails held

Walt F. · CSM

2:14:11 Slack, with the quote and the reference offer logged

Written back to your CRM

PROVE

2:15:00 Activity on the account, counted in your influence report

The marketplace problem

Proof is made on one side of the org and spent on the other.

Customer success holds the advocates, sales needs them mid-deal, and customer marketing owns the standard. Each side solves for its own piece, so the marketplace runs without an operator: asks shot into a Slack channel, the same five advocates leaned on until they burn out, backdoor references that never get logged.

The supply side

Customer success

Closest to the customers who would vouch, and to burning them out.

Strategy & quality control

Customer marketing

Owns the stories and the standard, with no way to police DMs and spreadsheets.

The demand side

Sales

Needs proof mid-deal: today, not Thursday. Otherwise they go around you.

With Orca operating: advocates on one side, open deals that need proof on the other, customer marketing owning the standard in between, guardrails on and attribution kept.

Orca operates the marketplace. Echo reads both sides and routes supply to demand: guardrails on, attribution kept, and every team working in the tools it already uses.

“We have 95% of the tech stack in Orca that we want.”

Michael Garside, Senior Manager, BMC Collective, BMC

See the whole program, end to end

STEP 01 OF 5 · LISTEN

Echo reads what you already capture.

No new data entry. Echo scores every account and contact from the systems you already run.

• CRM, warehouse, calls, community, support
• Every contact scored continuously
• Untapped advocates surfaced automatically

STEP 02 OF 5 · DETECT

Detection prompts, written once.

Write what you want to know in plain language. Echo checks it against your data on every pulse.

• No query builder, no BI ticket
• Checked against calls, usage and renewal dates
• A match becomes a signal, automatically

STEP 03 OF 5 · ROUTE

The signal goes to the person who can act.

Pulsed to the person you named, where they already work.

• A CRM task, a Slack message or a drafted email
• Reasons attached, every time
• Reps can pull too: ask for a reference, get it ranked

Fig. 01

· Suggested advocates · Salesforce

STEP 04 OF 5 · PROTECT · GUARDRAILS THAT KEEP ADVOCATES SAYING YES

Signals move fast. Guardrails keep it safe.

Every advocate carries a cap and a cooldown you set, and Orca enforces both. A live escalation pulls an advocate from the pool before a rep can walk into that call unaware. And every signal routes only to the stakeholder you named.

STEP 05 OF 5 · PROVE

Every signal writes back to your CRM.

Your CRO · before the QBR

What did advocacy do for revenue this quarter?

With · the spreadsheet

The answer is three weeks old.

Rebuilt by hand from an export, Slack asks and call notes before every QBR.

• Influenced pipeline from a stale export D2 Tech Support Inc. has closed. The sheet still says Evaluation.
• Saved renewals and sourced expansion, uncounted D4 D5 Lakeshore's save came back #N/A. Bluepeak is missing from the export.
• Exports, lookups and a spreadsheet to defend E2 Whether Thurman's call counted is still a question in a comment.

With

The answer is already on the record.

Signals, routes and outcomes land on the records they came from.

• Influenced pipeline in the reports you already run Tech Support Inc. closed won, with Thurman M.'s call credited.
• Saved renewals and sourced expansion, counted Lakeshore Health's save and Bluepeak's expansion sit beside the win.
• No exports, no attribution spreadsheet Current when your CRO asks, not three weeks later.

From Orca customers · $5.9M · Influenced revenue

Checkr · since 2023

$3.44M Influenced, first quarter after launch

Workiva · vs $11M annualized goal

194% · Goal attainment

Vanta · influenced revenue

~2x Win rate, advocate-backed · Checkr · In their words

“That's going to make my life so much easier. You cannot imagine.”

Carmel Anderson, Senior Customer Marketing Manager, DeepL

Switch it on and start stacking wins.

Thirty minutes, your data, a live signal routed.

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