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ReferenceEdge
Unleash the power of your customer advocates!
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Business Need
- SalesProductivityMarketing Automation
- Requires
- Sales Cloud
- Compatible With
- Sales CloudExperience CloudCRMA
ReferenceEdge℠ is a 100% native Salesforce app purpose-built to manage customer advocate information and automate all essential customer marketing program functions. • Improve sales & marketing efficiency • Accelerate “quote to cash” • Boost win rates
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudExperience CloudCRMA
- Salesforce Editions
- EnterpriseUnlimited
App Details
- Version
- ReferenceEdge/Late Summer 2025 2.51.19
- Listed On
- 08/07/2013
- Latest Release
- 02/24/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesManaged PackageSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 69Custom Tabs: 50Custom Apps: 2
- Lightning Components
- Global: 37App Builder: 3Community Builder: 0
- Languages
- EnglishFrenchGermanItalianJapaneseKoreanPortugueseSimplified ChineseSpanish
Security
Additional Details
Customer advocacy and CRM belong together! DM & email blasts seeking customer advocates/references are a drain on productivity and rarely yield results, and spreadsheet management of advocates doesn’t scale. Extensive automation let's you do more with less. Peers are the #1 influence on B2B purchase decisions. If your competition delivers high quality advocates faster than you, that opportunity is in trouble. The basics of our highly configurable app: • Centralize all customer advocate information in Salesforce - Improve visibility across the enterprise • Know who is willing to advocate, for what and how often - Powerful, specialized agile search - Integrate with client success • Quantify program impact (50+ reports, 20+ dashboard charts) - Leverage standard Salesforce functionality • Best video & written customer stories suggested throughout sales cycle - Microsite functionality for content sharing & click tracking • 100% Salesforce interface, familiar user experience - Ensures user adoption • Next gen automation: advocate identification, profiles updating, request workflow, reference matching, metrics - Spend less time on tactical activities
Need help?
Point of Reference, Inc.
Denver, Colorado, United States
5:00 AM - 5:00 PM Pacific time / 8:00 AM - 8:00 PM Eastern time Monday - Friday excluding U.S. holidays