News, events and notable mentions about ReferenceEdge and Point of Reference

Q1 ’22 Conspicuous Achievement Award Winner Colette Cavalia

Congratulations to Colette Cavalia of Databricks, winner of our Conspicuous Achievement Award for the first quarter of 2022!

  • Migrated an extensive list of program projects & requests to ReferenceEdge in record time
  • Completed a full content review and categorization to ensure maximum searchability and utilization
  • High adoption, marketing users
  • Built a customized set of program reports and dashboards
  • Implemented an automated content tracking system
  • All of the above, and managed over 300 reference requests in Q1 2022

April 20, 2022

Point of Reference Participating at the Advocate Marketing Academy Event  May 18-19, 2022

We’re excited to be a sponsor of InEvidence’s Advocate Marketing Academy USA 2022, an in-person event specifically for advocate and customer reference professionals, May 18-19th in Menlo Park, CA. This is one of a very few in-person events focused solely on customer advocate programs and practices.

David Sroka, founder and President of Point of Reference, will be part of the Program Tool Panel from 11:20 am – 12:00 noon, on Thursday, May 19th.  Check out the complete speaker lineup and make plans to attend!

April 12, 2022

Point of Reference and Genesys Co-presenting at PMA Custom Marketing Summit April 13, 2022

David Sroka, CEO and co-founder of Point of Reference, is co-presenting with three customer marketers from Genesys at the Product Marketing Alliance Customer Marketing Summit, Wednesday, April 13th at 9 AM Pacific/12 Noon Eastern.

The presentation, Customer Marketing, All Grown Up:  Integrating all customer advocate motions into a comprehensive vision, covers the many ways that customer advocates can—and should—be included in how we convey our solution success stories to prospective customers, and expand relationships with existing customers.

In this session Sroka leads a Q&A with Johanna Rogers, Brittany Mullen and Lisa Kaspari from Genesys Cloud Services about their elegantly integrated (and impactful!) program that includes their online customer hub, reference management, advisory boards, reviews, content, customer engagement and more.

Register here

The Customer Marketing Summit, produced by the Product Marketing Alliance, is a full day, virtual event with over 25 sessions focused on helping companies harness the power of customer advocates to drive revenue.

March 15, 2022

Q4 Conspicuous Achievement Award Winner Maria Sturgeon

Congratulations to Maria Sturgeon of Teradata, winner of our Conspicuous Achievement Award for the final quarter of 2021!

  • Influenced several hundred thousand dollars in revenue in 2021
  • Highly effective use of both Group Event and Rewards capabilities to support the Peer Advantage mission
  • Led the effort to integrate ReferenceEdge rewards and P.A. member website
  • Generously shared Group Event experience & expertise with the ReferenceEdge community, and Beating the Drum podcast audience (peers)
  • High rates of success cultivating customer advocate relationships

December 30, 2021

Maria Sturgeon, Program Director Peer Advantage at Teradata Featured on Beating the Drum Podcast

We are delighted to announce this terrific interview with one our most accomplished client program managers, Maria Sturgeon at Teradata. Maria is always  full of insights and generous about sharing them!

In her interview with podcast host Margot Leong, Maria discusses what makes the Peer Advantage customer advocacy program a standout in terms of the value it generates, as well as how they’ve addressed new challenges over the last year.

Listen to the conversation here.

October 21, 2021

Sroka Presenting at PMA Custom Marketing Summit Sept 30th

David Sroka, CEO and co-founder of Point of Reference, is speaking at the Customer Marketing Summit, Thursday, September 30th, at 9:30 AM PT/12:30 ET

Sroka’s presentation, Better, Faster, Smarter:  Ditching spreadsheets for purpose-built customer reference software that will transform your program, and your job, features ReferenceEdge clients Benevity, Blackline, Coupa, Genesys Cloud Services, NICE inContact, and Teradata.

The session covers how you can automate routine tasks so that you can focus on strategic alignment with CxO growth goals, quantify the power of your customer advocates, and secure long-term executive support.

Register here

The Customer Marketing Summit, produced by the Product Marketing Alliance, is a full day, virtual event with over 25 sessions focused on helping companies harness the power of customer advocates to drive revenue.

September 10, 2021

Magda Kowalska at DXC Technologies Earns Conspicuous Achievement Award

We are thrilled to announce the winner of our Q2 2021 Conspicuous Achievement Award. The winner was chosen from nominations submitted by account directors, which were then voted on by the team. Congratulations to Magda Kowalska from DXC Technology!!

Magda joined the DXC reference team just a few months ago, but she’s been ripping through her to-do list.

  • Because Magda is highly data-driven, one of her priorities was reports and dashboards for the team and executives. She created dashboards for all regions and identified key metrics to share with executive sponsors.
  • She puts a lot of effort into thinking up ways to improve the program, not just for her users but for her peers.
  • User training has been a focus, which has led to improved documentation and many, many one-on-one program training sessions with end-users.
  • We want to call out her many submissions to the ReferenceEdge roadmap wishlist as well. The time she’s invested will help us improve ReferenceEdge for our entire client base.

August 2, 2021

ReferenceEdge Highlighted as Recommended Sales Tool of the Week

ReferenceEdge, our Salesforce-native customer reference management app, was announced as the “Sales Tool of the Week” by Nancy Nardin of Smart Selling Tools, an organization delivering insights and recommendations about software technologies that improve effectiveness in B2B sales and marketing teams.  Read the review here.

May 18, 2021

Shona Sinclair Earns Our 1st Conspicuous Achievement Award

We are absolutely delighted to announce the winner of our first-ever quarterly client Conspicuous Achievement Award. Congratulations to Shona Sinclair from Epicor!!

Here’s a summary of her accomplishments.

  • Conducted RefEdge training sessions to all teams
  • Enabled Profile Update Minder
  • Launched Nomination and Reference Prospector campaigns
  • Gathered requirements from her international Sales Team
  • Reached all quarterly goals related to adoption, data updates, nominations and revenue influenced
  • Established herself as the face of the program and gained the trust of the Sales teams
  • Collaborated with the heads of the UK team on meaningful incentives for Sales

May 3, 2021

New ReferenceEdge Release Completes the “Final Mile” by Coordinating Sales Reference Calls

Point of Reference today announced its new Calendar Coordinator feature for ReferenceEdge℠, the only native customer reference technology for Salesforce®. This new capability automates the logistics coordination of setting a reference call between a customer and a prospect.

Calendar Coordinator is the latest feature in ReferenceEdge to streamline processes that benefit the Sales team, customers, customer success, and the reference program manager within the Salesforce platform. “ReferenceEdge has automated every step of the reference search, request, and matching process for salespeople,” said David Sroka, President, Point of Reference. “Calendar Coordinator addresses the ‘last mile’ of the customer reference request workflow: connecting the customer reference with a prospect without a salesperson’s having to act as an administrative assistant,” said Sroka. “Without automation, coordination takes time and requires prompt actions on the part of the person doing the coordination. It can quickly become messy and frustrating for all parties involved.”

Once a salesperson has received the name and contact information of a well-matched reference, there is still much to do,” Sroka said. When a customer reference contact is confirmed, the salesperson initiates contact via Calendar Coordinator, which has all the necessary information. The Calendar Coordinator bot first obtains the customer’s availability, then sends those options to the prospect. The salesperson is notified if there are any delays in either parties’ responsiveness. After the parties agree on a date and time, both receive confirmation messages, as does the salesperson. This new feature is included with ReferenceEdge’s many other capabilities at no additional cost.

February 25, 2021

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Point of References Adds Program Health Monitor in Latest Release of ReferenceEdge

DENVER, CO (PRWEB) August 10, 2020 – Point of Reference today announced the availability of Program Health Monitor (PHM) for ReferenceEdge℠, the only native customer reference application for Salesforce®. This new functionality enables ReferenceEdge users to set specific program goals and monitor goal progress via a visual dashboard.

The new capabilities are standard in the just-released version of ReferenceEdge at no additional charge. PHM comes with pre-built goal templates to give clients a jumpstart and also supports defining custom goals. In addition to the visual dashboard showing progress towards set goals, PHM includes periodic program summary notifications and period-over-period comparison of specific metrics. “The time-sensitivity of typical activities coupled with often over-taxed program managers results in goals getting lost in action,” said David Sroka, President, Point of Reference. “PHM provides the structure and tracking to keep goals from becoming out of sight, out of mind,”

PHM is another example of how Point of Reference streamlining and automating processes that benefit both program managers and the C-suite. “We believe that the ability to set program goals that align to corporate imperatives is essential to long-term program success,” Sroka said. “Exec sponsors will view programs differently when this sort of rigor/discipline is demonstrated—and that leads to active not tacit support.”

August 10, 2020

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