Proof Pack™
Your reps will never walk into a call unprepared again.
Before every call on a new opportunity, Echo, Orca's Customer Intelligence Agent, hands the rep the customers who look most like this prospect: what they switched from, why, what it returned and who to name-drop. Every answer is ready before the rep goes looking.
Lands in · Slack · Teams · Salesforce
“Orca has transformed how we manage references. What used to take over a week now happens in a day, and we're just getting started.”
John Scallon, Director of Customer Success, Workiva
Thu 10:00 · Evaluation call
Proof Pack™ · Tech Support Inc. · Ready
Bluepeak91 · Strong
Bluepeak
B2B SaaS · 900 employees · customer since 2023
Good to use.Harry C., Director, RevOps, is cleared for a call.
A larger all-in-one suite · replaced 2023
Live in weeks, without the suite overhead
6 weeks · to go live
2x adoption in year one
$310K saved a year
- Same size, with the same security and compliance review ahead.
- Their Director of RevOps made the same switch this deal is weighing.
Bluepeak was paying for an all-in-one suite they used a fraction of. They switched to us, went live in six weeks instead of six months, doubled adoption in year one and save $310K a year.
Bluepeak case study
Meridian88 · Solid
Meridian Health
88 · Solid
Healthcare SaaS · 2,100 employees · customer since 2022
Ask first.Mickey M. is resting for 45 more days. Quotes are cleared now.
Spreadsheets and manual workarounds · replaced 2022
Audit-ready workflows for a regulated team
14 hrs
saved per person, per month
0 audit findings since
- Healthcare, and this deal has a security review coming.
- Their admin lead has been through the same review.
Meridian Health ran on spreadsheets and manual workarounds until 2022. They moved to us for audit-ready workflows, save 14 hours per person every month, and have had zero audit findings since.
Security review summary
Cedar Ridge74 · Solid
Cedar Ridge
Healthcare services · 1,100 employees · customer since 2023
Good to use.Willis R., Director of Operations, is cleared for a call.
A homegrown tool their engineers maintained · replaced 2023
Engineering time back on the core product
$420K engineering cost back a year
90 days · to full rollout
- They built their own first, the option this prospect is weighing now.
- Their Director of Operations can explain why they stopped maintaining it.
Cedar Ridge built and maintained their own tool until 2023. They moved to us to get their engineers back on the core product, recovered $420K a year in engineering cost and were fully rolled out in 90 days.
Cedar Ridge story
Northwind
96 · Strong
B2B SaaS · 1,400 employees · customer since 2024
Good to use.Thurman M., VP Operations, is cleared for a call.
The story · Replaced
A legacy on-prem system · replaced 2024
Use case
One platform for three regional teams
5 months · to payback
38% lower total cost · 3 to 1 · tools consolidated · Why them
- Same size, and the same three-region setup as this deal.
- Their VP of Operations already answered the CFO questions this deal will ask.
What to say
Northwind was on a legacy on-prem system that left three regions out of sync. They moved to us to run all three on one platform, paid it back in five months and cut total cost by 38%.
Attached · Northwind case study · ROI one-pager · Approved quote · Open in Salesforce
The question every buyer asks
“Who else like me is using this?” Answered before they ask.
A Proof Pack™ matches the prospect to the customers who look most like them, then shows the rep what each one switched from, why, and what it returned.
Without a Proof Pack™
The rep goes looking.
8 days · of asking · 4 people · pulled in
0 answers by the call
With a Proof Pack™
The answer finds the rep.
Mon 9:02 · pack ready · 0 · people asked · Thu 9:30 · refreshed
What it does for your team
Every rep, every call, with the best proof you have.
A Proof Pack™ takes the digging off your reps' plates and the “anyone have a customer like this?” asks off everyone else's. The talk tracks come from your own customers' stories, so the whole team tells the same true story on every call.
New hiresRamp on proof
Before“Who do I even ask?”
Sell like a veteran in month one.
- Your best stories on day one. The same customer proof your top closers use, without years of hallway knowledge.
- What your CSMs know, in one pack. The nuggets your CSMs and marketers hold come to you in one place.
- Every pack is a lesson in how you win. Why customers chose you, in their own words.
- A cleared contact on call one. If the buyer wants to hear it firsthand, the right customer is ready.
Sales leadersProof on every deal
BeforeProof on the deals where someone remembered to ask.
Every deal gets its proof.
- Proof on every new opportunity. Not just the deals where a rep remembers to ask.
- One true story across the team. The same customer stories, told the same way, on every call.
- No backdoor references. Reps stop going around the process to get a name.
- See which stories are in play. Every pack lives on the opportunity, so you know which customers are helping.
CS and marketingThe asks go quiet
Before“Anyone have a customer like this?” in every channel.
The asks go quiet.
- No more fire drills. The “anyone have a customer like this?” threads stop before they start.
- Advocates asked less, and only when it fits. Guardrails keep your best customers from burning out.
- Your content gets used. Case studies and one-pagers go out on real deals, not left on the shelf.
- Content attribution, finally. Every case study and one-pager that goes out in a pack is tied to the opportunity, so you can see which content shows up in the deals you win.
- Your week back. No more digging through the CRM to find a match for someone else's deal.
Before“Let me get back to you on that.”
Walk into every call ready.
- Never caught flat. When the buyer asks who else like them uses you, the answer is already in your pack.
- No Slack fire drills. No shooting an ask into a Slack channel and hoping someone responds.
- Talk tracks in your customers' words. What they ran before, why they left, what changed. Read it, then say it your way.
- The proof travels with you. Case study and one-pager attached, ready for the deal room after the call.
What changes
Same question. A different starting point.
Today the hunt starts when the buyer asks, and the answer usually lands after the call. A Proof Pack™ starts the moment the opportunity opens, so the rep has it before the first call and again before every call after.
“A game changer, because it saves that manual intervention from the AE.”
Huw Wigley, Customer Advocacy Manager, SUSE
Reactive
Starts when the buyer asks
AEs spend over a week per deal hunting down a reference.
- The buyer asks “Who else like us is using this?”
- The rep stalls “Let me get back to you on that.”
- Asks around #sales-help, a CSM, the case study folder.
- Waits Favors, follow-ups, maybe a name.
- After the call, if at all The moment has passed.
Nobody asks. Nobody waits. The pack is built before the buyer has the chance to ask.
Proactive
Starts when the deal opens
And is ready again before every call.
01 The opportunity opens · Tech Support Inc.
B2B SaaS · 1,400 people
02 Echo reads the deal
Echo · Industry · Size · Regions
What they run today
Buying committee
03 Matches your customers · Northwind · 96 · Bluepeak · 91 · Meridian Health · 88 · Cedar Ridge
74 212 customers in, four lookalikes out.
04 Builds the pack
Proof Pack™ · Tech Support Inc.
Best match: Northwind, 96
Ready · In the pack · Switched from · Why · Use case · Return · Who to name · What to say
05 Ready before every call
Slack · Teams · Salesforce · Thu 10:00 ready · Before every call
The first pack lands when a new opportunity opens. Before each call on it, the rep has it again.
Where the rep works
In Slack or Teams, and on the opportunity itself. No new tab, no new habit.
Just for the rep
Preparation, not a handout. The rep walks in knowing who to name and what to say.
“Does anyone have a customer like this?”
The pack answers it before the thread starts.
See it on your own deals
See a Proof Pack™ on your own deals.
Thirty minutes, your CRM, one live opportunity.