Orca
Automate and analyze advocacy from request to close.
Description
Orca is a proactive advocacy platform designed to empower sales and customer success teams by automating the discovery and delivery of customer references and social proof. By integrating with CRM systems like Salesforce and analyzing call recordings for advocacy signals, Orca identifies potential advocates, flags high-value customers for onboarding, and generates tailored content from transcripts to support deal progression. This streamlined approach reduces manual coordination, enhances customer engagement through targeted interactions, and directly contributes to measurable outcomes such as lower churn rates, higher win rates, and improved net dollar retention by fostering proactive relationships.
The Salesloft + Orca integration embeds Orca's capabilities directly into Salesloft cadences, allowing users to request reference calls or content inline without leaving the platform. Orca analyzes outreach data to provide proactive alerts and matched resources, automating fulfillment and notifications to sales teams, which in turn supports seamless collaboration and the creation of automated evaluation pages for prospects, driving efficient deal nurturing and revenue growth.
Key benefits
Let sales teams self-serve customer reference calls — right from Salesloft and with Salesloft call recordings.
With Orca, reps can request and schedule reference calls themselves, letting customer marketing teams shift from gatekeepers to advocacy builders.
Enable CS teams to uncover potential advocates with Salesloft call recordings and build customer content with successful calls.
Enable CS teams to uncover potential advocates with Salesloft call recordings and build customer content with successful calls.
With Orca, CS can turn into a revenue driving organization by flagging more advocates for sales and reducing churn with higher customer engagement.
How It Works
By embedding Orca within Salesloft, the integration allows sales representatives to trigger advocacy actions—such as scheduling reference calls—seamlessly during outreach sequences. Orca analyzes cadence data alongside CRM records to recommend tailored advocates or content, automating fulfillment and notifications.Â
Completed requests feed into automated evaluation pages, where shared reference outcomes and insights are compiled for prospects, enabling comprehensive deal reviews and proactive relationship nurturing.
Completed requests feed into automated evaluation pages, where shared reference outcomes and insights are compiled for prospects, enabling comprehensive deal reviews and proactive relationship nurturing.
Features
Proactive advocacy alerts
Orca utilizes Salesloft recordings to flag emerging advocacy needs from email or call cadences, ensuring timely intervention.
Embedded request functionality
Users can initiate reference calls or content requests directly within Salesloft, with Orca surfacing matched advocates and materials inline during cadence workflows.
Media
Setup
Please contact [email protected] for more information.
FAQ
Orca appears as a native panel within Salesloft cadences, allowing users to request and receive advocacy resources without switching applications, thereby minimizing disruptions to sales activities.
Notifications include proactive alerts for potential reference needs, such as when a prospect mentions implementation challenges, along with status updates on fulfilled requests.
Orca is a Salesforce native platform, enabling zero-sync functionality to manage these actions and configurations.
