Effective customer reference management isn’t easy. The challenges are substantial: incomplete, outdated reference information; managing reference requests consumes hours of time; everyone in the company needs the same references for something; and metrics to gauge success are tough to capture.

Point of Reference provides stress relief for reference managers through solutions that organize reference content and program processes, and leverage customer insights using a decidedly unconventional approach.

To Do List

  • Get reference “stuff” in one place
  • Brainstorm with sales – stop burnout
  • ID and coord banking customer for case study/release/FS conference

ReferenceStor™

One place to find and manage all things reference. ReferenceStor is our hosted reference database and process management system. Say goodbye to outdated worksheets, pleas for IT help, and embarrassing who’s on first situations with customers.

TruPoints™

How can a reference be available 20 times a day? TruPoints are unscripted, candid reference interview replays that satisfy 75%-80% of live reference requests. DirectToClose™, our web-based self-service system delivers TruPoints to prospects in minutes.

Point Services

  • Case studies
  • Re-purposing of TruPoint content
  • Surveys
  • Referenceability assessments

One relationship to manage, many solutions for your program

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Point of Reference in the News

  • It's Time to Sell: Do You Know Where Your References Are? (Part I) MarketingProfs.com
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  • It's Time to Sell: Do You Know Where Your References Are? (Part II) MarketingProfs.com
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  • Point of Reference Presents. Customer Reference Forum 2006
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  • ReferenceStor 2.0 announced. CRMAdvocate
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  • The Self-Service Imperative. Destination CRM
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  • Shorten Your Sales Cycle. MarketingSherpa
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Reality check

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Free whitepapers

> Maturity Model
Assess your Customer Reference Program with 11 key criteria.

> Reference Program Essentials
Learn 7 Essential Elements of an Effective Reference Program.


Sales Effectiveness Webinar Series
See a replay of our webinar with Sant Corporation: "Don't Take My Word For It...": The Power of Customer References and What You May Be Missing
> See it now