The Advocacy CRM for your CRM.

Orca simplifies customer advocacy management directly within Salesforce and Slack. Orca removes outdated, time-consuming, and painstaking processes of multi-treaded communication channels and spreadsheets from reference selling, referral tracking, webinar requests, and more by providing a set of tools that will seamlessly fold into and enhance your customer advocacy process.

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From your first product demo, through the install and as you renew your annual subscription, we make every effort to ensure a simple process.

Of course! Orca supports a full customer advocacy program—whether it’s coordinating event speakers, surfacing relevant customer content, or running referral campaigns. With a comprehensive set of features, Orca helps you build, manage, and scale advocacy initiatives with ease.

Orca can integrate with any tool that can integrate with Salesforce. That said, Orca has shared integrated functionality with Zapier, Slack, Gainsight, UserEvidence, Champify, and Shoutout Social.

Being native means Orca is built entirely within Salesforce, ensuring secure, seamless performance without external connectors. Users access Orca with the same login credentials as Salesforce and data is entirely owned and managed by your IT team. Many tools have Salesforce integration but Orca is only one of two native reference management applications.

Orca’s onboarding typically takes 30-45 days during which we work with your team to configure Orca to align with your Salesforce environment and workflows. Orca provides comprehensive step-by-step guides for installing and configuring Orca.

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On top of that, Orca conducts hands-on training sessions, review all facets of the tool, dive into your existing data to clean and organize it for accurate reporting and smooth transition into Orca. Throughout onboarding and beyond, our team provides dedicated support to address questions and optimize your experience.

Whether you go with a native Salesforce tool or not, dirty data is still dirty data. Our team works with you during implementation to ensure that your advocate data is accurate and valuable. Although no two Salesforce instances are the same, starting with clean nomination data sets a solid foundation for you to build better data hygiene practices across the entire organization.

The age-old answer of: it depends. Orca can work as a stand alone customer marketing tool or work seamlessly with your existing Salesforce connected tech-stack. No two programs are alike as it relates to the stack of tools or data makeup that supports the program.

Yes. Orca comes with an ocean of workflow templates, email templates, notification best-practices, and implementation recommendations to best meet the needs and goals of your program.

Orca’s as commonly known as one of the most loyal and community oriented animals in the world. Their unique hunting tactics, speed, size and coordination allows them to strategically outsmart and out maneuver their prey all while relying on their incredible communal instincts.

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So why Orca?
Other than the obvious commitment to our community pod (our customers), we’ve witnessed first hand from the impact that references and advocacy can have on a business. Trendy, flash in the pan ideas can work in the short-term but building strong relationships, building quickly, moving strategically, and paying attention allows for sustained success. Oh, and not to mention Orca’s were given the nickname “killer whale" by ancient sailors who saw them preying on large whales.