Don't make the journey alone...


we know the way

Customer Reference Technology | Expertise | Services

We Automate the Ordinary

So You Can Be Extraordinary

One Platform for Reference Content

No Syncing

Stop Being Busy, Start Being Smart

Reference Intelligence Where it Should Be

In Your Salesforce Ecosystem

Centralize and make searchable reference information & content. Automate chaotic processes.

“ReferenceEdge is flexible and easy to configure. We’ve had extremely positive comments and great adoption rates.”

"To have something like ReferenceEdge that is an extension of the Salesforce UI helps with the adoption.”

Breaches and hacks and leaks oh my!

With ReferenceEdge your data is safe and secure in your Salesforce environment. And no where else.

Customer Marketing

Centralize customer reference data, quantify program impact, scale through automation not headcount, and spend your time where it counts. Be a reference hero!

Customer Success

Formalize and centralize all customer advocate information for use by Sales and Marketing. Automate reference requests and prevent overuse. Integrate customer health (NPS) and advocate data.

Marketing Leaders

Guarantee sales and marketing fast access to accurate customer advocate accounts and their stories, quantify marketing’s contribution to revenue growth.

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