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
Paul W.
PW
Paul W.
DirectorEnterprise (> 1000 emp.)
07/18/2025
Validated Reviewer
Verified Current User
Review source: Organic

Simplifies Program Management

Sara Horle is one of the best aspects of Reference Edge. She has been a stellar account manager for us, without whom we'd be much further behind in our program development. Since rolling out Reference Edge three months ago, our reference program has significantly stabilized. Sellers better understand how the program can benefit them, and they more easily consume available resources. The automation built into RefEdge has allowed the team to proactively build the reference pool and also chase after opportunities. We're excited and optimistic to see what else we can do with RefEdge as our program matures.
Verified User in Accounting
AA
Verified User in Accounting
Enterprise (> 1000 emp.)
07/17/2025
Validated Reviewer
Verified Current User
Review source: Organic

Lots of functionality for reference programs

The ability to have everything in one place - reference accounts, content, etc and to easily filter options. The reporting options make tracking and sharing wins easy. Support is always super helpful!
LA
Lizzie A.
Senior Customer Advocacy ManagerEnterprise (> 1000 emp.)
07/08/2025
Validated Reviewer
Review source: Organic

ReferenceEdge has everything you need to run a reference program

The customer service we receive is top tier. Our account manager is extremely knowledgeable and helpful. Whenever I have a question or new scenario I want to build out, she is very hands on, proactive and always finds me answers quickly.

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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