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ReferenceEdge

Customer Advocacy Technology

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Overview

ReferenceEdge by Point of Reference is a customer reference management application built entirely on the Salesforce platform. It helps businesses centralize customer advocate information, manage reference requests, and track advocacy activities. Being Salesforce-native allows for deep integration with sales processes and data.

✨ Key Features

  • 100% Salesforce Native
  • Centralized advocate database
  • Automated reference request and fulfillment
  • Advocate recruitment and nomination workflows
  • Content library for case studies and videos
  • Reporting and dashboards on program performance
  • AI-powered advocate search

🎯 Key Differentiators

  • 100% Salesforce-native architecture
  • Deep integration with sales workflows and opportunity data
  • Focus on B2B enterprise reference management

Unique Value: The most integrated way for Salesforce-centric companies to manage and scale their customer reference and advocacy programs.

🎯 Use Cases (4)

Managing a customer reference program within Salesforce Streamlining the process for sales to request references Tracking all customer advocacy activities in one place Measuring the revenue influence of the reference program

✅ Best For

  • Fulfilling sales reference requests directly from the Salesforce opportunity
  • Building a searchable database of customer advocates within Salesforce

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies not using Salesforce as their CRM
  • Simple testimonial collection for a public website

🏆 Alternatives

Influitive SlapFive Upland RO Innovation

Unlike standalone platforms, its native Salesforce design means no data syncing issues and a familiar user experience for sales teams, leading to higher adoption.

💻 Platforms

Web (Salesforce)

🔌 Integrations

Salesforce Sales Cloud Slack UserEvidence Influitive Marketo

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All paid plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ Follows Salesforce platform compliance

💰 Pricing

Contact for pricing

Free tier: N/A

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