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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

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Highlights
Centralize, tag and make searchable your customer advocates & customer content
Set limits on advocate use, track activities and prevent overuse
Automate customer marketing processes: recruiting, requests, lead gen, data maintenance and more
Boost win rates and revenue influenced by customer advocates
Quantify program impact with standard Salesforce reports & dashboards, or CRM Analytics
Streamline the coordination of calls between customer advocates and prospects with calendar coordination automation
Leverage our Slack app to initiate searches, nominate program candidates, and respond to other system notifications
Set program goals and never lose sight of progress toward important objectives
Issue reward points to users and/or customer advocates for completed activities
Provider Details
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands. With complete perspective and proven execution, we provide scalable technology, domain expertise and supplemental staffing solutions that organize and automate the search, request and maintenance of customer advocates, and track activities so program impact can be quantified.
Pricing Details
Subscription pricing based on number of licenses: $4.00 to $16.00 per user, per month. Discounts for volume, prepayment and term length available. Contact sales@point-of-reference.com or (800) 708-4857 +1 415-839-9983 outside the U.S..
Large Enterprise Plan
$4 USD/user/month
Medium Business Plan
$9 USD/user/month
Small Business Plan
$16 USD/user/month