Nominating References

When a customer contact is an excellent advocate for your company and willing to do reference activities, nominate them to be a part of the reference program.

Creating Nominations

Nominations can be created here or via the My Nominations page.

  1. Click the Nominations Tile on the RUX Overview. The Find an Account dialog will appear.
  2. Locate the desired customer account by entering 3 or more characters in the Search bar. Click Search or Enter to view results.

    3. Note: If integrated to a CRM, the Find an Account dialog will appear. Search for your desired account. Once selected, information will be auto-populated from your integrated CRM system. If using CRM Hybrid, which is enabled by an enhancement request, sales users can add non-integrated customers by clicking Create.

  3. Enter the name of the company being nominated.

    4. Note: If integrated to a CRM, use the lookup to search your CRM account record contacts. Once selected, information will be auto-populated from your integrated CRM system.

  4. Add your nomination details. Fields marked with an asterisk are required.

      Nominate a Reference dialog

    • Company Name: Enter the name of the company being nominated. If integrated to a CRM, use the lookup to search your CRM account record contacts. Once selected, information will be auto-populated from your integrated CRM system.
    • Customer Contact Email: Enter the customer contact's email.
    • Title: Enter the customer contact's title.
    • Name: Enter the First Name and Last Name of the customer contact.
    • Phone: Enter the Phone number and Extension of the customer contact.
    • Email: Enter the Email of the customer contact.
    • Why would this contact be a good reference for our company: Enter reason for the nomination and examples of why this contact would be a good reference.
    • Industry: Select the industry of your customer.
    • Products: Select your customer's product(s).
    • Referred By: Enter the name of the sales individual providing the customer reference.
    • Role: Enter the role of the customer contact. This field is used to clarify the meaning of a customer Title and maintain consistency throughout your company (e.g. your contact's official title is "Director of Finances", which correlates to your company's "CEO" role).
    • Willing To Do: Designate the activities your contact is willing to do.
  5. Click Submit. This newly created Nomination will appear in My Nominations and be sent to the Customer Reference team for review and approval.

Note: Click Save Draft to save the nomination in its current state and submit at a later time (contact support to enable this feature). Click Cancel if you no longer wish to create a nomination.

Checking Nomination Status

The My Nominations page displays the complete list of Nominations including any important details.

My Nominations page

  1. Click the My Nominations link, located in the header navigation menu. For more information on using the header menu, see RUX Overview.
  2. View the status of your current Nominations.
  3. To create a brand new Nomination, click Add Nomination. For more information on creating Nominations, see Creating Nominations.