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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Mackenzie B.
Customer Advocacy StrategistEnterprise (> 1000 emp.)
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 ManagerEnterprise (> 1000 emp.)
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.
Customer Advocacy AnalystMid-Market (51-1000 emp.)
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.

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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