ReferenceEdge
Put every customer advocate to work where they can make the most impact
Overview
ReferenceEdge℠ is a 100% native Salesforce app purpose-built to manage customer advocate information and automate all essential customer advocacy program functions. • Improve sales & marketing efficiency • Maximize advocate impact • Boost credibility
See How ReferenceEdge Works
Intelligent Advocate Matching Quickly find the best advocates using specialized search, configurable attributes, availability, preferences, and usage history.
ReferenceEdgeAI: Advocacy Everywhere Access advocacy data and initiate workflows conversationally through AI assistants, Agentforce, Slack, Microsoft Teams, and MCP.
AI + Deterministic Automation Combine AI flexibility with established ReferenceEdge workflows for consistent, reliable execution while minimizing unnecessary AI token consumption.
Proactive Advocate Discovery Identify promising new advocates from Salesforce signals, customer activity, nominations, profile updates, and other enterprise data.
Predictive Supply & Demand Anticipate advocate gaps by product, industry, geography, and other attributes before sales teams encounter them.
Automated Request Management Route, manage, fulfill, and track reference requests while controlling advocate frequency, approvals, eligibility, and overuse.
Customer Content at the Right Moment Surface relevant videos, stories, and other customer proof throughout the sales cycle, with microsite sharing and engagement tracking.
Measure Advocacy's Business Impact 60+ Salesforce reports and dashboards reveal utilization, fulfillment, engagement, revenue influence, win rates, and program performance.
Advocate Utilization & Protection Know who is willing to advocate, for what, and how often. Automatically prevent overuse while putting your advocate pool to its best possible use.
**Customer advocacy and CRM belong together.** ReferenceEdge turns Salesforce into the operational hub for customer advocacy, helping organizations find, engage, and intelligently deploy advocates where they can have the greatest impact. Centralize advocate profiles, preferences, availability, activity, customer stories, requests, and results in Salesforce. Specialized search and matching help sales teams quickly find the right advocate or content while built-in controls prevent overuse. ReferenceEdgeAI takes advocacy further. Give users conversational access to trusted advocacy data and workflows through AI assistants, Salesforce Agentforce, Slack, and Microsoft Teams. AI can discover advocates, search content, initiate requests and nominations, and support program operations while established ReferenceEdge automation provides consistent, governed execution. Predictive capabilities help teams identify advocate supply and demand gaps before they become problems. With 60+ Salesforce reports and dashboards, teams can measure utilization, revenue influence, fulfillment, engagement, and program impact. **Less hunting. Less manual work. More intelligent use of every advocate.**
Categories
- Business Needs
- SalesProductivityMarketing Automation
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Personas
- ExecutiveMarketerSales Representative / Manager
- 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