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ReferenceEdge
Unleash the power of your customer advocates!
Starting at $4 USD/user/month
- 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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The key to automating and scaling reference program across the organization
I was previously running this reference program from spreadsheets and an unverified list of customers in Gainsight. I had to become the sole source of information dissemination to prevent misinformation and to manage requests of the reference pool. Enter Reference Edge to save the day! Now that we have rolled out Reference Edge I can provide visibility into the entire pool. Sales reps are able to easily identify the best options for reference calls, AND accounts that have approved public mention. I can now focus on expanding the pool and reporting the impact of references to leadership. Thank you for helping bring a visible, single source of truth around the Customer Reference program. Our teams now have 24/7 access to all customer information!
Always raving about ReferenceEdge
ReferenceEdge has transformed how we handle customer references. It’s easy to use, integrates perfectly with our CRM, and helps us deliver the right references at the right time. A great tool for driving customer advocacy and closing deals! Want to also mention how awesome the ReferenceEdge team is to work with. Any question or issue I face, I know their team will jump on a call in the same day to help get it resolved. Both Amanda and Scott have been instrumental in getting my program to the strong state it's in now. Their enthusiasm and willingness to help makes me excited anytime I have a call scheduled with them 😊 It’s an essential tool for any team looking to elevate their customer advocacy program... a must have!
ReferenceEdge Accelerates Sales Motions
The software allow you to customize profiles to align with your company's solutions, products, use cases, etc. That is critical to capturing the right information for GTM to easily identify references for their customers. I also love the account managers - all great. This is the third time I have used ReferenceEdge, and their account relationship managers and leadership care about your success. Customizations are often not easy, but Point of Reference is open to them if they are also a priority for other users.
Great tool, great support!
ReferenceEdge has everything we need in one tool! As the admin, I can manage all our reference accounts and content, create reports and dashboards to measure our progress, and manage the request process from beginning to end. Sales and marketing users can easily search through our reference content, nominate customers to become references, identify relevant reference accounts, and submit requests – all without leaving Salesforce! Plus, its extensive feature list provides essential core functionality, along with the flexibility to customize the system and workflows to meet our specific needs. Everyone at ReferenceEdge has provided exceptional support and guidance throughout the entire process.
A Game-Changer for Customer Advocacy
We've been using ReferenceEdge for several years now, and it has truly transformed our customer reference program. The platform is incredibly user-friendly and has streamlined our process of managing and leveraging customer references. The integration with Salesforce is seamless, making it easy to pull data and track the impact of our references on sales. The automated reference request feature has saved us a significant amount of time, and the ability to track and report on reference activities has provided us with valuable insights. What sets ReferenceEdge apart is its robust functionality combined with excellent customer support. The team is responsive, knowledgeable, and always willing to help with any questions or issues that arise. They have also been proactive in seeking feedback and continuously improving the product. Overall, ReferenceEdge has exceeded our expectations and become an integral part of our sales strategy. We highly recommend it to any organization to enhance customer advocacy efforts.
Great tool to help manage your reference program!
We implemented ReferenceEdge to streamline our reference and advocacy program. Initially, we struggled to identify our advocates, gauge their willingness to share experiences, and track their engagement levels. Since implementing the program, ReferenceEdge has become our central source of truth, enabling us to effectively manage advocates and track their activities. The tool also facilitates reference management, providing insights into how activities contribute to revenue generation. Overall, ReferenceEdge has greatly enhanced our ability to leverage customer advocates.
Our secret weapon
My team and I have been using Reference Edge for over seven years and it is has been the foundation of our customer reference program. The application keeps getting better and better, with functionality and reporting capabilities that provide us with holistic control of our reference program. As for customer service, our account manager consistently goes above and beyond with a consultative approach that ensures we get the most out of the app.
Easy to use customer reference program catalyst
I started using reference edge as a way to start my customer reference program. It ended up being really easy to use. We were able to see success from the very first customers that were added into the program. I enjoyed working with our customer service rep. She was awesome and it was able to answer every question that we had, walk us through the set up multiple times, and has been there to recommend strategies and give suggestions and tips to make sure that we are seeing success.
ReferenceEdge saves huge amounts of time and enables us to be more effective!
I love how I can store customer assets, notes, and requests in one place. No longer need to rely on tribal knowledge. Search and share functionality enable us to make more use of our customer assets, reach more customers to engage them in advocacy, and reward them for their efforts. The platform is quite powerful and can be a bit complex to implement. The Point-of-Reference team is top notch. They care deeply about their customers and are right there to assist however they can.
ReferenceEdge gives the ability to build world class Reference Program
We have implemented and been using ReferenceEdge for a little over a year now. The implementation was quite easy with a lot of the road blocks sitting on our own SF data. We've built a program to support 100s of reference requests monthly, keep things organized, running smoothly, and continue to make improvements not only to our processes but the software as well! We've worked very closely with ReferenceEdge to continue to grow our program and learn best practices, it's like having an extra mind on our team. They have brought us so many useful ideas and are always trying to streamline things for us as well! In my past life I worked with a homegrown system to track references and customer advocacy details and I feel each day we get closer and closer to a program I really feel like is my own using ReferenceEdge. Great bang for your buck and amazing support from the ReferenceEdge team!