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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.

Abby Atkinson
FireEye
Abby Atkinson, Senior Manager FireEye Lighthouse Program

With ReferenceEdge, I’m able to be more proactive with our strategic advocacy initiatives knowing that our day-to-day needs for customer advocates and content is under control. We’ve gained efficiencies across the board and are running at full speed, so we can expand deliverables.

Lisa Kaspari
Genesys
Lisa Kaspari, Reference Manager

"The ease of use within Salesforce saves us valuable time and eliminates the hassle of additional logins or security. It allows us to manage our reference needs from one central location within Salesforce."

Ella McKown
Epicor
Ella Mckown, Customer Reference Program Specialist

"ReferenceEdge enables us to scale our reference program internally and grow our references externally.This tool allows our large sales force to self-serve and track their reference use case."

Abby Atkinson
FireEye
Abby Atkinson, Senior Manager FireEye Lighthouse Program

"One thing that was key to our decision to go with ReferenceEdge and Point of Reference was the fact that it is a native Salesforce application, which means that all of the customer advocacy data is stored within the Salesforce environment. Being secure within Salesforce was a “must have” from our security operations team."

Lisa Kaspari
Genesys
Lisa Kaspari, Reference Manager

"ReferenceEdge is an extremely valuable tool to the Genesys Sales Organization! We can directly report on reference activity and associate it to closed revenue within Salesforce."

Spencer Duncan
Ceridian
Spencer Duncan, Reference Program Manager

"The best part is that our end-users don't have to leave SDFC to get a reference."

Virginia Bryant
Zendesk
Virginia Bryant, Customer Reference Program Manager

The fact that we have been able to pay for the annual cost of the tool costs in terms of revenue influenced in just a couple of months shows a lot of value.

NICE inContact
NICE inContact
Alyse Chiariello, Director, Customer Marketing

"ReferenceEdge allowed us to build an advocacy program, and do more than just fulfilling reference requests. The integration with Salesforce is fabulous and helps us control how often a reference is used and how they are used.”

Wendi Wolfgram
A10 Networks
Wendi Wolfgram, Senior Customer Advocacy Manager

“ReferenceEdge being a native app within Salesforce is a must. Without it being part of Salesforce, the management isn't the same. I think that's huge. Being able to search for references and content by meaningful attributes is so helpful across the organization.”

Breaches and hacks and leaks oh my!

With ReferenceEdge your data is safe and secure in your Salesforce environment and nowhere else, so no GDPR worries.

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

Complete customer advocate information for use by all departments. Prevent overuse and integrate customer health, net promoter scores, and other customer success indicators with customer data.

Marketing Leaders

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