Keep it hands on or hands off
With auto-approval and denial rules, classifier definitions, and more - Orca will ensure you've got a grip on your program and your highest-visibility accounts.
Keep it hands on or hands off
With auto-approval and denial rules, classifier definitions, and more - Orca will ensure you've got a grip on your program and your highest-visibility accounts.
Trusted by Customer Marketers, loved by Sales Reps
.png)
.png)
.png)
.png)
Let Orca be your night's watch approval and denial rules
Stop hunting for data when reviewing a pending requests, Orca can automatically process your data to make those decision based on the rules you see best fit to help run your program.
Ensure the right people are involved
Orca allows for both auto-approval processes and user-defined approval processes, so your nominations and requests are going through the correct channels.
Build a culture of advocacy, not just requests
Sometimes sellers just request advocates on the discovery call. With Orca ensure that those requests get tracked, denied, and even deferred with AI-recommended content.
Classify your advocacy data
With Orca's classifier management, you can configure rules to automatically remove, pause, add, and deny advocates based on the any data point within your Salesforce.
Let Orca be your night's watch approval and denial rules
Stop hunting for data when reviewing a pending requests, Orca can automatically process your data to make those decision based on the rules you see best fit to help run your program.
Ensure the right people are involved
Orca allows for both auto-approval processes and user-defined approval processes, so your nominations and requests are going through the correct channels.
Build a culture of advocacy, not just requests
Sometimes sellers just request advocates on the discovery call. With Orca ensure that those requests get tracked, denied, and even deferred with AI-recommended content.
Classify your advocacy data
With Orca's classifier management, you can configure rules to automatically remove, pause, add, and deny advocates based on the any data point within your Salesforce.
Since day one of our partnership with Orca, they have stepped in as a consultative partner to us. They understand our goals, our challenges, and not just where we want to be in a month but where we want to be in a year plus.
The user-friendliness of Orca Reference is unparalleled. The interface is intuitively designed, making it easy for our sales and customer success team to quickly adapt and learn the product. They were able to grasp its functionalities effortlessly and within just 100 days, they successfully leveraged it to add 100 advocates to the database.
The Orca team has figured out how to manage a growing reference pool for existing and ramping sales reps very well. This was quite difficult before and required my sales staff to investigate who implemented or managed comparable customers to figure out if the customer would be a good reference for the current deal, taking a lot of time.
We really needed a tool to automate advocate request, fulfillment, and tracking processes, and Orca has done exactly that. The main value of Orca for me is the amount of time that I have been able to save, tracking, and fulfilling reference requests for our sales team.
Since day one of our partnership with Orca, they have stepped in as a consultative partner to us. They understand our goals, our challenges, and not just where we want to be in a month but where we want to be in a year plus.
When I came across Orca, I knew I had found a great software solution and true partners who would help me succeed in my programs.
Orca is, without a doubt, the industry’s best-kept secret—for now. From the very first conversation with their team, it’s clear that the tool has been developed with both the end sales user and the customer experience in mind.
"Orca has made finding the perfect references a breeze for our sales team. Now, they can quickly self-serve through Salesforce and Slack"
FAQs
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.
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.
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.
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.
Automate your customer reference calls from request to close.
