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
Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
01/08/2026
Validated Reviewer
Review source: Organic

Empowers Impact Tracking with Seamless Salesforce Integration

ReferenceEdge is an excellent tool for tracking the impact of reference activity on business outcomes. The ability to clearly see the financial influence that references have on bookings and pipeline contribution is extremely valuable, especially when advocating to leadership. I find ReferenceEdge straightforward and user-friendly. I use it daily in my role and found it simple to learn, but having a dedicated CSM has truly enhanced the experience. Jessica J has been incredibly helpful in teaching me new ways to use the tool, assisting with integration, and guiding me through reporting. Her support has made the entire process of using ReferenceEdge much smoother. The reporting features and Salesforce integration make it even easier to measure our impact. Overall, I really enjoy using this tool!
JW
Justin W.
01/02/2026
Validated Reviewer
Review source: Organic

Streamlined Customer Reference Management

We use ReferenceEdge as our single source of truth for everything related to customer references. I really like how all of our customer reference content is stored there, making it easy to find the right content quickly. What I like most is the amount of time it saves our team. It used to take days to find the right customer references, but now it only takes minutes/seconds with ReferenceEdge. The fact that it is customizable allows us to add the relevant filters to find exactly what we're looking for. We also improved the search feature, so users can get quite granular for specific needs. Using ReferenceEdge within our Salesforce environment makes it easy to create custom reports when needed.
AC
Alyse C.
Director, Customer MarketingMid-Market (51-1000 emp.)
12/31/2025
Validated Reviewer
Verified Current User
Review source: Organic

Great Tool for an Advocacy and Reference Program

This tool is native to Salesforce, which means it operates right where my Sales, Customer Success, and Marketing teams already work. I find it user-friendly, and the out-of-the-box features made my onboarding process much smoother and set me up for early success. The implementation team was fantastic—the timeline they outlined was clear, and the support they provided throughout was truly impressive. My Salesforce admin let me know that it was very ease to integrate the tool into our instance of Salesforce.

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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