Customer Reference Management

What kind of data should the tool work with?

Pretty cool reference tool which is free to use. The team behind it will build referencing styles free of charge and change there product based on feedback. They're keen to learn

Code license: Closed source
Last updated: 22 May 2015

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.

Code license: Closed source
Last updated: 29 Dec 2014
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