, Customer Reference Management
, reference management software
Managing your customer reference information and content is an intrinsic part of CRM. If Salesforce is your CRM solution then you want your Sales team to find reference functionality and information where it’s most convenient: Opportunities, Accounts and Contacts. The marketing team should operate in the same environment as Sales, enabling effortless navigation between reference management tasks and standard Salesforce records such as Accounts, Contacts, Cases and Opportunities.