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
0
0
Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Enterprise (> 1000 emp.)
05/28/2025
Validated Reviewer
Verified Current User
Review source: Organic

A Game-Changer in tracking Customer Advocacy and its impact

We’ve been using ReferenceEdge for over 4 years, and as its a Salesforce-native integration has been a game-changer. It centralizes all customer advocacy information, making it easy to track any reference participation and ensuring we have full context when reaching out. The platform allows us to track real-time data, such as the impact customer references have had in supporting closed deals with sales teams. This also helps us avoid advocate overuse, recruit new program members, and effectively measure program performance. On top of that, the service we receive from our assigned Account Director has been outstanding. Their availability, willingness to assist, and proactive approach have been key in helping us reach all of our internal objectives. They are always ready to help, offering valuable insights and support when needed.
Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Mid-Market (51-1000 emp.)
05/23/2025
Validated Reviewer
Verified Current User
Review source: Organic

Reference Process Simplified

Their support and software have enabled our company to move from a very rudimentary process of securing a reference to a well-managed program. They are a customer-focused company, from the Account Director to top leadership. They listen to customer feedback and continually implement new feature functionality to improve the product.
BD
Barnali D.
Customer Reference ManagerEnterprise (> 1000 emp.)
05/22/2025
Validated Reviewer
Verified Current User
Review source: Organic

Exceptional Support & Seamless Experience with ReferenceEdge!

Our overall experience with Reference Edge has been amazing. Everything we aimed to achieve through this collaboration is being met seamlessly. A major reason for our continued trust in the platform is Sonya Whelan— she is truly exceptional. Always on top of our requirements, incredibly responsive, and consistently supportive, she has made working with RefEdge smooth and effective. The latest release has significantly improved the usability of the platform, and her proactive updates and hands-on assistance — especially when navigating reports — have been invaluable. Her guidance always leads to the best outcomes. Honestly, she’s the best support we’ve had from RefEdge, and a huge reason behind our positive experience.

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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