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Buyer Resources

The ReferenceEdge Customer Advocacy Platform | Executive Summary

ReferenceEdge is the original Salesforce-native customer advocacy platform, powered by Agentforce AI. Identify and activate advocates, boost retention, and measure advocacy-driven revenue securely.

ReferenceEdgeAI Overview

Learn how ReferenceEdgeAI powers advocate discovery, nominations, requests, content creation—securely and intelligently.

ReferenceEdge Solution Overview | Point of Reference

Discover how ReferenceEdge enhances enterprise-wide customer advocacy—spanning demand gen, social, PR, events, and more.

The Salesforce Native Advantage | ReferenceEdge

Discover the advantage of software that’s 100% Salesforce Native. Seamlessly integrate your data, workflows, and reporting within Salesforce—no connectors, sync delays, or silos. Gain faster performance, stronger security, and a single source of truth for your customer advocacy data.

Essential Buyer Questions

Answers to frequently asked questions regarding ReferenceEdge, a 100% Salesforce-native Customer Advocacy technology for advocacy, references, engagement, more.

Advocacy Platform | Business Case Checklist

This straightforward guide for building your business case will save you time and deliver what executives need.

Customer Advocacy Program Maturity Model

This tool is the basis for our program consulting and best practices that we include in every client relationship. It’s a great way to take stock of your current customer advocacy program practices and identify and prioritize areas for improvement.

Roles of a Strategic Customer Advocate Program Manager

There is no college or university that offers courses in customer advocacy program management. There is learning on the job, and networking with program veterans at a handful of conferences held annually, which are a great start. We recognize that providing education to our clients—the people charged with building and running programs—begins with explaining the components of the job. The result is this visual with descriptions of each component. Our hope is that it’s a helpful resource for managers of programs and their managers in staffing and evaluating program success.

Advocate Gap Predictor FAQs | Predictive AI

Advocate Gap Predictor (AGP) ensures you have the right customer advocates when and where they're needed. Powered by Salesforce CRM Analytics, AGP offers a proactive, data-driven view of anticipated advocate demand across sales opportunities.

Engagement Essentials FAQs | Advocate Community

Point of Reference's Engagement Essentials provides advocacy program managers with tools for establishing and developing relationships with their advocates.

The Trouble with Pilots

Considering a ReferenceEdge pilot? Learn why limited deployments often fail to show ROI—and how to set up your advocacy program for real success.

Marketing Plan + Timeline for Building a Customer Advocacy Program

Developing your customer advocacy marketing strategy is easy with our thorough timeline and outline. It provides a helpful guide to organize, launch, and sustain your program.

Featured Content

When socializing the ReferenceEdge solution, it’s helpful to have a short video summarizing key points for leadership and stakeholders. The same is true when you’re conveying the challenge salespeople face with every customer reference “fishing expedition."

We’ve got you covered with these two under 2-minute videos. So socialize away!

ReferenceEdge Explained

The Sales Challenge Explained

Point of Reference Resource Center

You’ll find that we share tons of valuable information with both our clients and the general customer advocacy community. If you have a burning advocacy-related question, you’ll most likely find it covered here.

Go to our Resource Center