Orca Reference Call Journey

Request to Feedback

Streamlining your reference request process from the initial request through feedback.

Request
feedback
FulfilL
01
Request Reference Call

Leverage AI recommendation matches for your opportunity with an available advocate to initiate the reference request process.

02
Request fulfillment enablement

Fulfilling a request can be half the battle. Centralize communications internally with colleagues to analyze advocate utilization or externally by sending emails to your advocates to check-in before moving the process forward.

03
Review & approve

Ensure that the right people are updated on the request process so the customers best interest is always top priority.

04
Automated reference call scheduling

Leverage Orca's automated scheduler to empower your advocates and prospects to manage their own scheduling while enabling complete visibility internally.

05
Collect feedback

Not sure if the meeting happened or does your prospect still need more information? Capture and sync responses from feedback surveys that are automatically distributed after the meeting.

06
Close request

After collecting feedback from the call, automatically assign a score based on the survey results. Leverage Orca Analytics to find customer and prospect trends and analyze business impact.

One Solution, Built For Customer Led Growth

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