One Stop for All Things Reference: ReferenceStor™

Keeping track of all reference activities can be a fast track to a migraine. Where are the most recent case studies for the manufacturing vertical? Who’s coordinating the reference customers for the kick-off next month? Did we get the approval on that financial services press release yet?

Then there’s the issue of making all the information readily available to the rest of your organization, making it simple for anyone to find what they need and move on.

What’s needed is one place where:

• Sales can quickly and easily find case studies, press releases, reference interviews, without a steep learning curve
• everyone else that ‘touches the customer’ can find out what’s happened in the past, what’s going on now, and what’s planned for the future with any given customer
• everything that’s going on with your references is visible

Enter ReferenceStor, a hosted reference management solution from Point of Reference. ReferenceStor has been designed to hold all things reference, and support the primary objectives and key processes of a dynamic customer reference program. We’ve listened and taken notes for the past two years and created your dream reference information system:

ReferenceStor comes standard with substantial “out-of-the-box” functionality. This base functionality can then be enhanced: fields renamed, re-ordered; new fields created; and selection box or drop down values defined on-the-fly. ReferenceStor is configurable and that means no programming required to make it work the way you need it to.

A reference program has many “moving parts”; multiple projects, requests, content changes, etc. ReferenceStor provides centralized visibility and coordination of these activities, keeping everyone informed via timely email alerts.

System information can be viewed online or downloaded by for use in your favorite reporting tool. A dashboard provides Reference Managers with instant visibility into time sensitive activity.

To avoid creating data “islands,” source data from CRM applications may be synchronized with ReferenceStor (via industry standard XML data integration) then enhanced with reference-specific information.