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Orca

Intelligent AI-driven platform for customer advocacy and revenue orchestration.

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Category
Marketing
Deployment
Cloud (SaaS)
API Access
Yes
AiDOOS Deploy
72 hours

About Orca

Orca is a customer advocacy software platform built on Salesforce, designed to help companies manage their advocacy programs effectively. It centralizes advocate pools, requests, and processes to streamline demand fulfillment across sales, marketing, and customer success teams. The platform features Echo, an AI agent that uses multi-channel data to automatically flag, invite, and manage advocates for content opportunities. Orca's Agentic Workflow Automation standardizes processes, while its Analytics Studio provides hyper-focused deliverables for revenue teams. Key capabilities include intelligent quality control to ensure the right advocate and content are used for each request, dynamic analytics, and scalable infrastructure. Orca integrates with CRM, call recording, data warehouses, and other sources to gather and normalize data for predictive insights. The platform aims to transform manual advocacy workflows into automated, intelligent processes that drive deal velocity and advocacy alignment. Orca is deployed as a cloud-based SaaS solution, accessible via web browser, and is designed for computer software companies seeking to leverage customer advocacy for revenue growth.

Challenges It Solves

  • Managing customer advocacy programs is messy and difficult.
  • Identifying and engaging the right advocates for content opportunities is time-consuming.
  • Ensuring quality control: using the right advocate and content for the right request.
  • Aligning demand from sales, marketing, and customer success with available advocates.

Use Cases

Demand Fulfillment

Centralize advocate pool, requests, and processes to fulfill demand from sales, marketing, and customer success teams.

Advocate Supply Expansion

Automatically flag, invite, and manage advocates for content opportunities using signals from Echo.

Quality Control for Advocacy

Ensure the right advocate and content are used for each request, building trust with agentic workflows.

Revenue Orchestration

Align advocacy efforts across sales, customer success, and marketing to drive deal velocity and advocacy alignment.

Pricing

Custom pricing — built for your team

Orca pricing is tailored to your organisation's size, integrations, and requirements. AiDOOS generates your proposal instantly — scoped & ready in seconds.

Echo Platform Echo Pro
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None-day free trial available — No credit card required. Full access to all features.

Key Features

Echo AI Agent

Intelligent agent that automates advocate identification, invitation, and management using multi-channel signals.

Agentic Workflow Automation

Standardized, automated workflows that adapt and optimize processes for the GTM engine.

Dynamic Analytics Studio

Purpose-built content, analytics, and execution studios for hyper-focused revenue team deliverables.

Multi-Channel Data Integration

Gathers structured and unstructured data from CRM, call recording, data warehouse, and other sources in real time.

Intelligent Quality Control

Uses agentic workflows and multi-channel data to ensure the right advocate and content are used for each request.

Content Generation

LLM model selection with own prompts for signal detection, output results, analysis, and generation.

What Reviewers Say

What works well

  • Built natively on Salesforce, providing seamless integration for existing Salesforce users.
  • AI-driven automation reduces manual effort in managing advocacy programs.

Common concerns

  • Limited to Salesforce ecosystem, may not suit non-Salesforce users.
  • Pricing is not publicly transparent, requiring demo to get quotes.

Reviews

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No reviews yet for Orca

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Enterprise Readiness

SOC 2

Identity & Access

SSO SAML, OAuth
RBAC None
Audit Logs

Data Security

At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%
RPO
RTO
Pen test

Compliance & Portability

Data residencyUS, EU
Data export
Right to erasure

Integrations

Salesforce

Centralize advocate data and requests within Salesforce.

Native 2-4 hours ⇄ Bi-directional ⚡ AiDOOS Pre-wired

Zoom

Capture call recordings for advocate signal detection.

Third_Party < 1 hour

Snowflake

Ingest structured data for demand analysis.

Third_Party 2-4 hours ⇄ Bi-directional

Gong

Unstructured data source for customer signals.

Third_Party 2-4 hours

Marketo

Sync advocate engagement data with marketing campaigns.

Third_Party 2-4 hours ⇄ Bi-directional

Governance & Compliance

EU AI Act

Classification: None

Data Processing Agreement

None DPA available

Sub-processors

Not disclosed

Right to Erasure

✗ Not supported

Change Notifications

None

NIST AI RMF

Not assessed

AiDOOS Managed Deployment

Deploy Orca in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
4-8 weeks
Time to value

Prerequisites

  • Salesforce instance with admin access
  • API credentials for data sources (e.g., Gong, Zoom)
  • SSO provider (SAML/OAuth) configured

Configuration Options

  • Define advocate signal rules
  • Customize Agent Echo workflows
  • Set up analytics dashboards
  • Configure content generation templates

How Orca Compares

Product AI & Analytics Ease of Use Enterprise Features Pricing Integrations Mobile Experience Quick Setup Customer Support Rating Price/mo
Orca This product
Excellent Good Good Fair Good Poor Good Fair $Custom/user
Influitive
Good Good Good Fair Good Good Good Good ★ None $None/user
Bamboo Rose
Fair Good Good Fair Fair Fair Fair Fair ★ None $None/user
VocalReferences
Fair Good Fair Good Fair Fair Good Good ★ None $None/user
Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Orca

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit

How a Virtual Delivery Center delivers Orca

Outcome-based delivery via AiDOOS’s VDC model.  Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning
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Frequently Asked Questions

Orca is built on Salesforce; does it require Salesforce to function?
Yes, Orca is a native Salesforce app that manages customer advocacy within Salesforce. It leverages Salesforce data and integrates with other sources like Gong and Zoom, but Salesforce is the core platform.
What is Agent Echo in Orca?
Agent Echo is Orca's AI-powered workflow automation engine that handles signal detection, content generation, and advocate management. It uses agentic workflows to optimize the advocacy process.
Can Orca generate content for advocacy campaigns?
Yes, Orca includes content generation capabilities using LLM models. Users can select models and prompts to produce content for customer advocates, such as case studies or testimonials.
What types of data sources does Orca integrate with?
Orca connects to CRM (Salesforce), call recording platforms (Zoom, Gong), data warehouses (Snowflake), and other multi-channel data sources to gather structured and unstructured data for advocate signals.
Is Orca suitable for enterprises with complex security requirements?
Orca supports SSO (SAML/OAuth), RBAC, and encryption (AES-256 at rest, TLS 1.2+ in transit). It also claims data residency options in US and EU, making it enterprise-ready, though specific certifications like SOC 2 are not confirmed.
How long does it take to deploy Orca via AiDOOS?
Typical deployment through AiDOOS takes 72 hours, with full integration and configuration support. Time-to-value is estimated at 4-8 weeks depending on customization complexity.

Quick Stats

Rating
12
Deployments
72 hours
Live in
99.9%
Uptime SLA
Deployment Complexity
Complex (4/5)
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Vendor

Cortez Labs
Austin, US
Verified Vendor

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