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

Sroka Speaking 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 jobfeatures 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.

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

ReferenceEdge Named a Top Sales Tool of 2021

ReferenceEdge℠, our 100% Salesforce® native customer reference management application, was awarded “Top Sales Tool” in the “earning & customer references” category by Nancy Nardin’s Smart Selling Tools. Smart Selling Tools identifies solutions that address both current and surfacing challenges sales organizations face in its annual guide.

April 28, 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

ReferenceEdge Recognized in the Top SalesTech of 2020 Final Cut

ReferenceEdge℠, our 100% Salesforce® native customer reference management application, made the list of top sales & marketing tools of 2020 as featured in the Top SalesTech of 2020 Final Cut guide just released by Nancy Nardin of Smart Selling Tools.

Smart Selling Tools delivers insights about software technologies that address important requirements of revenue-generating teams in B2B organizations. The annual Final Cut list highlights innovative products from over 700 solutions considered.

December 10, 2020

All Green Smart Selling Badge

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

Point of Reference Selected as Sales Tool of the Week by Smart Selling Tools

ReferenceEdge was just featured as a top sales tool of the week by Nancy Nardin of Smart Selling Tools, the industry’s foremost expert on sales technology. Check out her review here.

April 26, 2020

Point of Reference CEO to Co-Present at the Summit on Customer Engagement

Point of Reference, a Salesforce® and Customer Powered Alliance partner, today announced that CEO, David Sroka, will co-present with Alyse Chiariello, Senior Director, Customer Marketing for Point-of-Reference client NICE inContact at the Summit on Customer Engagement. The Summit runs March 2-4, 2020, at the Hyatt Regency in Burlingame, California.

The workshop, entitled Just Getting Started, is scheduled from 1-4 PM on Monday, March 2nd. In the session, Chiariello will outline the best practices for developing a customer advocate program, securing executive support, gaining user adoption, and measuring program success. 

“Point of Reference was a founding sponsor of the Summit 16 years ago, and we continue to find this event to be the most focused for those running customer marketing and or advocate programs,” said Sroka. “I’m delighted to see one of our super-star customers, Alyse Chiariello, be able to share her enthusiasm and expertise with people new to customer advocate program management.”

January 7, 2020

Point of Reference Webcast / New to customer reference programs? This is for you.

September 25, 2019

Point of Reference Sponsors SiriusDecisions 2019 Summit

Point of Reference, a Salesforce® partner and Customer Powered Alliance member, is pleased to announce its sponsorship of the SiriusDecisions 2019 Summit running May 5-8 at the Austin Convention Center in Austin, TX.

“We help our clients realize the full value of their customers’ stories throughout all stages of the sales cycle,” said CEO, David Sroka. “The conference theme, TOGETHER: Achieving High Performance by Aligning the B-to-B Revenue Engine, dovetails with our objectives at Point of Reference and those of the Customer Powered Alliance.”

Press Release

March 25, 2019

Point of Reference CEO to Present Workshop at the Summit on Customer Engagement

Point of Reference,  a Salesforce® and Customer Powered Alliance partner announced that David Sroka, CEO of Point of Reference, will be giving a workshop on executive engagement at the upcoming The Summit on Customer Engagement.

Sroka’s workshop entitled Capturing CXO Engagement for Customer Advocacy Success will be on Friday, March 15th. The session will give CAP Managers and Directors the practical tools and a step-by-step guild for achieving powerful alignment with corporate goals and C-suite engagement.

Press Release

February 18, 2019

Customer Powered Alliance Launched at B2BMX

SCOTTSDALE, AZ / February 25, 2019

Point of Reference,  along with Influitive, Sendoso, SurveyMonkey and TrustRadius have joined forces to evangelize and enable customer powered movement. Alliance members believe that organizations that integrate customers into every practical aspect of their business are more successful, and each offers solutions to achieve that goal. The B2B Marketing Exchange event was a perfect opportunity to launch the Alliance. The inaugural Alliance-sponsored event included Alliance leadership and marketing executives from 20 businesses, was an opportunity to share ideas and examples of how their organizations were taking “customer obsessed” to the next level.

Future events, including webinars, executive breakfasts and more, will be announced shortly.

January 10, 2019

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