Point of Reference

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

Review Filters
Profile Name
Star Rating
43
9
1
0
0
Martha C.
MC
Martha C.
Customer Programs ManagerComputer SoftwareEnterprise (> 1000 emp.)
01/27/2025
Validated Reviewer
Verified Current User
Review source: Organic

Excellent Product and True Partnership!

I've used ReferenceEdge for 4+ years in two different organizations and I recommend it to anyone looking to automate and scale their customer advocacy program. Most important, working with the Point of Reference team feels like a true partnership. This is essential to the success of any software implementation. The meetings with our account director are my favorite, she guides us through technical challenges as well as strategic planning to sustain a successful program!
Verified User in Computer Software
AC
Verified User in Computer Software
Enterprise (> 1000 emp.)
12/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

Point of Reference- a great vendor to partner with!

ReferenceEdge has a well-thought out workflow for the entire reference request lifecycle process. I especially appreciate the automation it provides so the reference pool can be grown at scale. Another great quality about the product is that it is Salesforce-native. So it feels like you're working right in Salesforce.
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
12/18/2024
Validated Reviewer
Verified Current User
Review source: Organic

ReferenceEdge helps streamline our processes

Automated approvals from account owners; easier tracking of the number of referable customers; referencability types contact is able to participate in; great customer support; continuous, open dialogue related to platform improvements

About

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HQ Location:
Denver, CO

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What is Point of Reference?

ReferenceEdge is a Salesforce-native customer advocacy platform that helps B2B organizations find, engage, and intelligently mobilize customer advocates to support sales, marketing, retention, and growth. ReferenceEdge creates a trusted, centralized foundation for advocate profiles, preferences, availability, activity, customer stories, reference requests, nominations, and program outcomes. Purpose-built search and matching helps teams quickly find the right advocate or customer content, while automation manages requests, recruiting, profile maintenance, approvals, and advocate utilization to reduce manual work and prevent overuse. ReferenceEdgeAI expands how teams put that foundation to work. Users can access advocacy data and initiate workflows conversationally through the ReferenceEdge MCP and Microsoft Copilot (with Teams), ChatGPT, Claude or Slackbot; or Salesforce Agentforce. AI interprets intent and unstructured information while ReferenceEdge executes established search, matching, business rules, and workflows, combining the flexibility of AI with the reliability of deterministic automation. Predictive capabilities help program teams identify advocate supply and demand gaps, while 60+ Salesforce reports and dashboards measure utilization, engagement, revenue influence, win rates, fulfillment, and overall program impact. Built on Salesforce and backed by more than two decades of customer advocacy expertise, ReferenceEdge gives enterprises a governed, scalable way to get more value from every advocate while making advocacy easier to access wherever people work.

Details

Year Founded
2003