Intelligent reference automation, built your way.
Automate how references are sourced, requested, matched, fulfilled, and scheduled with flexible AI-powered workflows that adapt to your process and keep every request on track.
How SlapFive Transforms the Reference Process From Request to Revenue
Smart Request Routing
Automatically match the right advocate to every opportunity using CRM data, attributes, and engagement history, with full deal context carried through from the Salesforce Opportunity.
Centralized Content Hub
Manage all customer evidence in one secure, searchable platform, with SlapFive content and your Highspot and Seismic libraries surfaced together for every request.
Dynamic Distribution
Automate notifications and Trusted Contact approvals so every stakeholder stays aligned and requests move forward without delays.
Performance Insights
Track reference pool health, fulfillment rates, time to fulfill, and burnout risk across your entire advocate base.
Workflow Automation
Standard Reference Automation and Slack Reference Requests give teams a structured, repeatable process out of the box, configurable to fit how your program runs.
Seamless Integrations
Bi-directional integrations with Highspot and Seismic mean content suggestions draw from your existing libraries and approved SlapFive content is published back automatically.
Automate References Across Your Stack and Tie Every Win to Revenue
Reference management in most companies runs on email threads, spreadsheets, and institutional memory. Sales reps reach out to whoever they know. The same customers get asked over and over. Nobody knows what stage a request is at, or whether it ever got fulfilled.
The SlapFive Advanced Reference Automation workflow changes that. Every request is routed, matched, approved, scheduled, and tracked automatically, with revenue influence logged against the Opportunity in Salesforce from first touch through closed business.
Connect and Integrate
No more scattered spreadsheets , firedrills, or siloed systems.
SlapFive connects with your CRM, CS platform, and marketing platforms to centralize every advocate, interaction, and approval path. Whether you track engagement in Salesforce, Gainsight, or HubSpot, data flows seamlessly into a single view that keeps sales, marketing, and customer success aligned.
Available bi-directional integrations with Highspot and Seismic mean content suggestions draw from both SlapFive and existing content libraries simultaneously. Approved SlapFive proof can also be published back to those platforms automatically, keeping them current.
Automate Anything
Meet your sellers where they are.
Our Salesforce App and advanced logic defines your criteria for matching the right advocate to each opportunity, automating approvals and scheduling, and routing requests in real time. Custom workflows adapt to your process, so sales gets references faster, marketing maintains brand and data control, and customer success maintains visibility into customer engagement.
The Standard Reference Automation workflow handles the full reference lifecycle: request intake, advocate matching, Trusted Contact approval, customer outreach, scheduling, and fulfillment confirmation, all tracked in Salesforce. The Slack Reference Requests workflow accommodates teams who are used to originating reference requests from Slack . For teams that want to deflect live reference calls entirely, Recorded References give prospects access to customers answering the questions they ask most frequently, available from right inside Salesforce, Highspot, or Seismic around the clock.
Unite Stakeholders
Reference success isn’t just about automation, it’s about alignment.
SlapFive unites every stakeholder involved in the reference process, giving Sales, Marketing, and Customer Success a shared system of record and a common view of every reference interaction. Sales can request and fulfill references directly from their Opportunies or in Slack, wherever they work best. Marketing can manage advocate approval and brand integrity. Customer Success can see which advocates are most active.
With everyone working from the same data and workflows, reference fulfillment becomes a true team motion that builds trust and drives measurable results.
Track Revenue Influence
Tie every reference touchpoint to pipeline and revenue influence.
SlapFive’s native Salesforce integration logs activities, approvals, and outcomes, turning advocacy into a measurable growth channel. Leadership gains visibility into what works, where advocates are most active, and how customer voice drives results at scale. Every influence event is tracked against the Opportunities it supports, so revenue influence from references is always attributable.
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