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 Telecommunications
UT
Verified User in Telecommunications
Enterprise (> 1000 emp.)
04/24/2025
Validated Reviewer
Verified Current User
Review source: Organic

A Must-Have Platform for Scalable Reference Management

I've been using ReferenceEdge for over five years and brought it to my current organization to enhance and streamline our reference process. I highly recommend it to any company looking for a robust and reliable reference management platform. The support we’ve received from the ReferenceEdge team has been outstanding. Our account director, Andrea, has been a fantastic partner—she’s incredibly knowledgeable, always helpful, and truly invested in our success. From custom reports to dashboard enhancements, her insights and recommendations have helped us take our program to the next level. We’ve recently started using the Events feature, and I’m impressed by the ability to track attendee engagement and report on revenue influence. It’s been a valuable addition to our toolkit. Overall, ReferenceEdge has become an essential part of our reference strategy, and the level of support we receive makes a huge difference.
Verified User in Telecommunications
UT
Verified User in Telecommunications
Enterprise (> 1000 emp.)
04/11/2025
Validated Reviewer
Verified Current User
Review source: Organic

Streamlined Reference Tracking with Great Account Support

My favorite part of using Reference Edge is the outstanding support we receive from our account manager, Andrea. She consistently goes above and beyond to ensure we’re making the most of the platform’s capabilities. She’s always willing to put in extra time to support us, making our lives easier and helping us better manage our references. I also really value the reporting capabilities and custom dashboards we’ve built, which help us track reference activities like events, case studies, and revenue influenced by reference calls.
Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
02/12/2025
Validated Reviewer
Verified Current User
Review source: Organic

Forget the spreadsheets and use RefEdge!

The customer success reps I have worked with are always so engaged, helpful and personable. My current CSM understands our business processes and culture and is able to help us tailor our reports and process to fit our needs.

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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