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ReferenceEdge
by Point of Reference, Inc.SalesforcePaid
Manage customer advocates, reference requests, and customer content through Slack and Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
ReferenceEdge centralizes customer advocate profiles and customer content in Salesforce, where they can be tagged and searched. It supports advocate identification, profile updates, reference matching, request workflows, and tracking advocate activity and usage limits. Its Slack app supports searches, candidate nominations, and system notifications.
Key capabilities
from the Salesforce AppExchange listingAdvocate profiles
Centralizes and maintains customer advocate information in Salesforce.
Reference matching
Supports searching for advocates and matching them to reference requests.
Request workflows
Automates customer advocate requests and related processes.
Usage tracking
Tracks advocate activities and supports limits on advocate use.
Slack actions
Supports searches, program candidate nominations, and system notifications in Slack.
Program reporting
Uses Salesforce reports and dashboards, or CRM Analytics, to report program impact.
Use cases
- A sales team can search for customer advocates suited to a prospect reference request.
- Program coordinators can track advocate activity and set usage limits.
In the catalog
34 plugins in Slack · Sales
Price distribution: 4 free, 8 freemium, 22 paid
Pricing & deployment
Platform
Salesforce
Product
Slack
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Customer advocacy and CRM belong together! DM & email blasts seeking customer advocates/references are a drain on productivity and rarely yield results, and spreadsheet management of advocates doesn’t scale. Extensive automation let's you do more with less. Peers are the #1 influence on B2B purchase decisions. If your …»
Official marketplace listing
Marketplace
Publisher
Point of Reference, Inc.
Updated on marketplace
Facts verified