100% Native Customer Reference Management for Salesforce®

ReferenceEdge

If you want an efficient, effective, intelligent way to manage your customer advocate program you need ReferenceEdge, the only 100% Salesforce native application on the market. There’s no need for syncing, no API integration, and all your data and reference management functionality are accessed seamlessly through Salesforce. Simple and superior.

Why is a native Salesforce app superior?

You simply cannot compare a non-native application to a native application. A native application is installed in your Salesforce environment not merely integrated to it. Native apps take full advantage of the Salesforce platform, provide UI consistency, real-time data, workflows and much, much more.

REFERENCEEDGE FEATURES AND BENEFITS

Program Membership Management

Keep track of who is considered a reference, current status and for which reference activities they are available.

The basis of any customer reference program or practice is knowing your reference customers. ReferenceEdge lets you tag Accounts or Contacts as program members, activate or deactivate their status with a click, and tag records with the metadata that users depend on to ensure relevant and up-to-date reference search results.

Reference Search

Give users a powerful, easy‐to‐use tool for finding the best references for their sales opportunity or marketing needs. We’ve expanded and fine‐tuned search to meet the unique needs of reference searches for accounts, contacts and content, while leveraging Salesforce’s powerful search platform, which includes full text indexing. Filter by industry, product, region, etc., and/or enter keywords in the search box.

Reference Request Automation

Accelerate, track and manage what is often the biggest drain on productivity in a sales organization. ReferenceEdge automates peer-to-peer requests using Salesforce Chatter and/or email. Find out how a reference event worked out for the requester, and her opportunity, through an automated post-event survey.

ReferenceEdge User Rewards

User Rewards provide an easy way to recognize Sales, Marketing and Customer Success users for completing tasks such as nominations, assisting colleagues with requests and updating reference information. Users who own reference account relationships can earn points when their customer participates in a reference call, speaks at an event, talks to an analyst or any other activity. Leader boards keep all players aware of their accrued points, which can be used however you like to motivate and make reference-related activities fun and gratifying.

Reference Lead Finder

A steady flow of new customer references is the lifeblood of any program. But how do you know when a new client, that meets the program’s profile needs, is referenceable? Rather than setting reminders, which are so often forgotten in the heat of more time sensitive priorities, this function should be systematic. The Reference Lead Finder feature automatically queries Salesforce closed won opportunity owners based on your specifications to ensure a gem of a reference is never overlooked.

Profile Update Minder

Reference profile information such as a customer’s activity preferences, use limits and subject matter expertise has a shelf life. Whose responsibility is it to remember to update the profile as relationship changes occur? Often no ones, formally. It gets done sporadically and reactively. Not good enough given that search depends on reliable data. The Profile Update Minder feature identifies profiles that haven’t been updated in a reasonable period of time and automates the review and update process, engaging those closest to the account.

Report/Dashboard Package

Gain instant access to real‐time data on reference program membership, activities and impact on revenue. We’ve pre-built defined 50+ reports and 20+ dashboard charts that cover the most common program activities and results. And because we leverage common Salesforce functionality you can easily modify, clone or create brand new reports to fit your needs using a familiar interface.

Mobile

Give your road warriors access to essential reference information in a familiar interface. Because ReferenceEdge is a native Salesforce app it’s accessible from within Salesforce mobile solutions, a robust development platform that is continuously evolving. Ensuring reference functionality is in the right place, at the right time yields higher usage and adoption.

Prevent Reference Overuse

Keep track of how customers are being used, how often and for what so you don’t wear out your welcome. Set limits on the number of times in a given time period an account or contact can be used for reference activities and ReferenceEdge will inform users when a limit has been reached. Global reference use limits as well as account or contact-specific limits are supported.

Reference Content | Manage & Share

Customer videos, case studies, press releases and quotes are easily tagged, activated/deactivated and shared. Extensive meta tagging in ReferenceEdge makes sure content is consistently found and used, which is the only way to realize a return on your content investment. You define the tags that your users need and our reference search does the rest. More…

Technology Integration

ReferenceEdge lives on the Salesforce platform: part of the Salesforce ecosystem by design. Connectivity to key sales, customer success and complementary customer advocate solutions is essential to the strategic value of the customer advocate program. Native Salesforce applications are easily integrated, and SaaS applications outside Salesforce leverage the robust the Salesforce API. ReferenceEdge includes pre-built integrations to InfluitiveGainsight and TechValidate.

Shared Contacts

Are Contacts ever associated to multiple Accounts in your Salesforce environment? This is a common scenario for life sciences organizations where, for instance, one doctor (key opinion leader) is associated to multiple hospitals. Her reference profile may be different relative to her role and solution knowledge specific to each hospital. Managing this information is complex without the right application. ReferenceEdge is designed to work with standard Shared Contact functionality in Salesforce as well as custom developed functionality.