Lisa Kaspari shares how easy it is to get started with ReferenceEdge and why the partnership with Point of Reference makes the experience even more impactful.
From intuitive workflows and simple user experiences to robust documentation and strategic account guidance, Lisa explains how teams can quickly become comfortable using the platform to support customer advocacy, customer references, and sales enablement initiatives. She also discusses the importance of experimentation, hands-on learning in sandbox environments, and empowering internal teams to self-serve more effectively.
Lisa also shares how ongoing support from Point of Reference account directors helps transform onboarding into long-term strategic success, making it easier for organizations to move from transactional reference fulfillment to scalable advocacy operations.
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