DENVER, CO (PRWEB) April 17, 2018 – Point of Reference, a Salesforce® partner, today announced the availability of three new capabilities in the spring release of ReferenceEdge℠, the only native customer reference management application for Salesforce®. This new functionality delivers streamlined and intelligent assistance to ReferenceEdge users. “We are excited to include three new capabilities that will boost customer advocate usage through improved awareness and just-in-time education,” says David Sroka, President of Point of Reference.
Opportunity Stage Reminders
This new feature ensures that sales users are reminded to leverage stage-appropriate customer content and customer advocates throughout the sales cycle. “There are often so many elements on the Salesforce Opportunity pages that the customer advocate program’s assets are out of sight, out of mind,” Sroka says. “Knowing that B2B buyers trust peers more than any other external influence when making purchase decisions, a vendor is decreasing the odds of winning the deal without the effective use of customer advocates.”
Reference Process Assistance
“Salespeople are a busy group with no time to waste. When it comes to learning new tools we believe that just-in-time training is the most effective method of accomplishing software proficiency” says Sroka. The new help functionality offers training and tips on key pages in ReferenceEdge workflows, which can be customized by each client to maximize relevancy. The help “tour” begins automatically the first few times a user accesses a page and can be recalled any time it is needed.
The third new capability included in the spring release is a program administrator tool for recruiting new customers for the customer advocate program. When there’s a gap in advocate coverage in a particular industry or geography there needs to be a quick and efficient way to identify accounts that fit the bill. According to Sroka, Reference Prospector allows program managers to search and build a prospect list in minutes, then launch a campaign to account owners to mine advocates yet to be discovered.
Point of Reference is transforming the way customer reference management is done by continually automating time-consuming and repetitious aspects of the customer reference process.
About Point of Reference®
Since 2003, Point of Reference has been helping companies leverage customer advocates to fuel business growth and fortify brands. With complete perspective and proven execution, we integrate scalable technology, content and supplemental staffing solutions that organize and optimize authentic customer voices. By combining decades of industry expertise along with business-to-business customer reference management solutions, Point of Reference helps its clients orchestrate coordinated reference activities, inject relevant customer references and related content at the critical time in a sales cycle. For more information, visit https://www.point-of-reference.com