ReferenceEdge
By Point of Reference, Inc.Marketing Automation
- Rating
- 5.0
- Reviews
- 80
- Pricing
- Paid
- From $4 per user per month
- Listed since
- 2013
About ReferenceEdge
Unleash the power of your customer advocates!
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
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
Screenshots and videos
Pricing
Paid, from $4 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Large Enterprise Plan | $4 per user | Monthly |
| Medium Business Plan | $9 per user | Monthly |
| Small Business Plan | $16 per user | Monthly |
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..
Compatibility
- Works with
- Sales Cloud
- Experience Cloud
- Tableau CRM
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on May 15, 2023
- Industries
- Financial Services
- Healthcare & Life Sciences
- High Tech
- Languages
- English
- French
- German
- Italian
- Japanese
- Korean
- Portuguese
- Chinese (China)
- Spanish
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