What do you like best?
When we were looking for a managed referral platform about 6 months ago, Amplifinity quickly stood out as a great value, and they also promised eventual integration with Salesforce. Once the implementation was finished, they delivered on their promise to integrate with Salesforce, and now the entire process is automated. They've created a new object in Salesforce specifically for advocates that links back to the contact record, so it's easy to track who a customer has referred, and when. You can also automate invites from Salesforce itself, and the customer's experience of both signing up and referring names seems to be straightforward. The Amplifinity dashboard itself is fairly easy to navigate and has some reporting capabilities. The rewards program also makes it easy to incentivize referrals, and to track out the payments for leads as needed.
What do you dislike?
The implementation process was too clunky and prolonged. While Salesforce integration did eventually happen, it took several months longer than we had expected. My role in marketing is primarily centered around customer advocacy anyway, so I was hoping that the referral invitation process and tracking method would be more seamless - that way I could start recruiting my advocates into this program from the start. However, the manual uploading process was tiresome and a bit too DIY for my tastes, and it caused a lot of delays. The initial demo platform also took forever for their developers to adjust when we needed something changed, and our creative and content teams had to have dozens of meetings with the onboarding specialists just to upload basic email templates or make changes to the referral pages. I also think that the dashboard needs a lot of simplification for the end-user, and their reporting capabilities could be boosted.
Finally, I don't like that the reports in the Amplifinity platform itself make it difficult to see which contact a given prospect is attached to - you have to open the contact record itself to see their referrals. But this is a minor issue and more of a nitpick than anything.
Recommendations to others considering the product
Make sure that you have clear goals in place with your sales team before considering Amplifinity. It's a fantastic tool for what it is, but unless you have a plan, it's probably not going to be much help, because it's relatively sparse feature-wise. You need to identify what your referral potential is, have effective content written up to support it, and have a sales team that will really deliver on referral goals, or it's just going to sit there.
I also would recommend that you identify what your referral priorities are, because if you absolutely need a full-time managed and automated service, Amplifinity won't be right for you. From what I've seen, it works best for smaller, more hands-on referral programs like ours, where it really isn't the priority across our organization, but it does serve to add additional value.
What business problems are you solving with the product? What benefits have you realized?
We've been able to track referrals more efficiently than before, and it's helping our sales team to generate solid new leads. This referral program provides a slightly lighter option than our other partnership agreements, so it's easy to generate leads quickly from the smaller customers. For my own purposes, it gives my advocates added value and satisfaction, especially if they're already recommending Jive to their friends and colleagues. While we don't really have experience with any other referral platforms, Amplifinity seems to fill the role quite adequately for our current needs. I don't know if I'd sing its praises from the mountaintop, but it's certainly better than nothing.