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ReferenceEdge

Unleash the power of your customer advocates!

Overview

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

See How ReferenceEdge Works

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

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