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

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Profile Name
Star Rating
43
9
1
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0
LH
Lisa H.
Customer Reference Program ManagerEnterprise (> 1000 emp.)
08/13/2026
Validated Reviewer
Review source: Organic

Amazing tool, amazing people!

ReferenceEdge is an incredibly valuable application for managing our customer reference program. As the admin, I can manage all our reference accounts and content, create reports and dashboards to measure our progress, and oversee the entire request process from beginning to end. For sales and marketing users, ReferenceEdge makes it easy to search reference content, nominate customers to become references, identify the right reference accounts, and submit requests—all without leaving Salesforce. I especially appreciate the combination of robust out-of-the-box functionality and the flexibility to customize the system and workflows to meet our specific needs. The support and opportunities for collaboration have been outstanding from day one. User webinars, newsletters, and weekly check-ins help ensure that I’m getting the most value from the platform. I strongly recommend ReferenceEdge to anyone looking to improve their customer reference program.
Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
07/23/2026
Validated Reviewer
Verified Current User
Review source: Organic

Revolutionized Our Reference Management with Stellar Support

I love the power of ReferenceEdge and the time savings it provides. The program is designed to manage various aspects of a reference and advocacy program. It helps with nominating customers as references, tracking workflows for projects, storing and sharing content, and presenting a customized dashboard for leadership. I no longer need spreadsheets to manage my work. The support from my account director is wonderful; she answers questions, suggests solutions, and helps me brainstorm. She makes me feel like I have a partner rather than being alone. The initial setup took a bit of time due to the program's complexity, but it was made easy and efficient with my account director's help. I have never felt as supported by any other vendor.
Joe W.
JW
Joe W.
Major Accounts District ManagerMid-Market (51-1000 emp.)
03/20/2026
Validated Reviewer
Verified Current User
Review source: Organic

Fast, Accurate Prospect References That Align with Clients

Finding references for a prospect that best aligns with the client is straightforward. The speed at which we receive the reference makes the whole process substantially better and more efficient.

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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