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Point of Reference

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44 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.6
Serving customers since
2003
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Point of Reference Reviews

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Mackenzie B.
12/16/2025
Validated Reviewer
Review source: Organic

Effortless Navigation and Outstanding Support

I would say the ease of navigation and overall organization makes the day to day tasks simple. It is a massive improvement from the old days of sifting spreadsheet!
Jennifer M.
JM
Jennifer M.
Customer Advocacy Manager
11/28/2025
Validated Reviewer
Review source: Organic

Salesforce-native Customer Advocacy Platform Streamlines Reference Searches/Tracks Revenue Influence

ReferenceEdge makes it very easy for Sales, PMK and DG stakeholders to search for customer testimonial content and request customers for reference activities. Also, since ReferenceEdge is Salesforce native, account owners can nominate a customer to participate in reference activities DIRECTLY w/in Salesforce -- without requiring them to disrupt their workflow by nominating via another app or email. In addition, we are super excited about the platform’s ability to track content engagement levels PLUS content impact on revenue attainment. Since content is shared via our company-branded microsite directly to a prospect when a sales rep is in the Opportunity page, click/opens are tracked. Also, when a reference/testimonial-influenced deal closes, we can map revenue attainment to that asset. This helps us measure the sales impact of different types of content, which gives us valuable insight into the type of content we should be creating vs. not creating. From a customer support perspective, our CSM Alison is AMAZING! Not only is she knowledgeable, responsive and efficient...she is super friendly and patient. She will also do whatever she can to help move things along. It’s clear she truly cares about the success of her customers.
Lisa K.
LK
Lisa K.
11/03/2025
Validated Reviewer
Verified Current User
Review source: G2 invite

Excellent Support and Customizable Metrics Inside Salesforce

Great product and great people! They set you up for success with their tool kits. When they make meaningful changes, they include their customers in the process and are always asking for feedback. Since ReferenceEdge lives inside Salesforce the ability to showcase metrics is as easy as setting up a dashboard. This can then be customized for specific teams within our organization. We also have the ability to add relevant filters that enable our teams to self-serve and find the most impactful reference for their request.

About

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HQ Location:
Denver, CO

Social

@PtofRef

What is Point of Reference?

Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands. With deep domain perspective and proven execution competency, we provide the most mature technology available, built on the Salesforce platform, for centralizing advocate information, automating processes and quantifying customer marketing results. Our single point, concierge-level service model ensures clients have the knowledge and support essential for success. For more information, visit https://www.point-of-reference.com

Details

Year Founded
2003