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Preach

Agentic Reference Management for Sales Leaders

Preach transforms customer reference management by leveraging your existing CRM and usage data. Key features include: • Automatic advocate discovery from CRM • Rapid matching to sales opportunities • Fatigue monitoring to prevent advocate burnout • Revenue attribution linking references to closed deals This platform moves beyond traditional, manual reference processes that often rely on a few overused advocates and provide no clear return on investment. It integrates seamlessly with popular CRMs like Salesforce and HubSpot, ingesting customer data, deal history, and contact records without manual setup. After integration, the system analyzes various data points such as NPS scores, support history, product usage, and renewal data to proactively identify your strongest potential references. When a sales representative needs a reference, they simply specify criteria like industry, company size, or use case, and Preach delivers ranked matches almost instantly, considering fit, availability, and advocate fatigue. This ensures that a wider pool of satisfied customers is utilized effectively. Preach enables sales teams to optimize their customer advocacy programs. It tracks which references contribute to which deals, measures deal closure rates with and without references, and ultimately proves the pipeline impact of your advocacy efforts. This is ideal for B2B sales organizations closing high-value deals that require solid social proof to secure.
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