4.03 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(7759 Reviews)

Customer Reference App for Salesforce | ReferenceEdge | Point of Reference

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Popular Business Setting
for ReferenceEdge

Top Industries

  • Management Consulting
  • Computer & Network Security
  • Information Technology and Services

Popular in

  • Enterprise
  • Large Enterprise
  • Mid Market

Peer Recommendations on business needs
for ReferenceEdge


Increase sales & revenue and Scale best practices are the most popular goals peers achieved using ReferenceEdge .

Other goals:

  • Enhance customer relationships
  • Improve stakeholder relations
  • Improve consistency
  • Establish thought leadership
  • Acquire customers
  • Improve efficiency
  • Improve ROI
See all goals See less goals


It is the best suited for promotions, video, phone calls, channels.

Other channels:

  • e-mail
  • social media
  • user generated content
  • blogs
  • website
  • offline
  • point of sale
See all channels See less channels


Peers recommend engagement management, customer case management, campaign management, as the business processes that they have been most satisfied while using ReferenceEdge .

Read Reviews of Business Process for ReferenceEdge

Engagement management

Engaging and following up With Phone calls

Customer case management

Campaign management

Advocacy management With Offline and Point of sale

Customer feedback management With Promotions

Measuring net promoter score With Promotions

Measuring customer satisfaction

Public relations With Social media

Content management With Promotions

Content publishing With Promotions

Content sharing

Content curation

Social media management With Social media and Video and User generated content and Blogs

Scheduling post to social media With Social media and Video and User generated content and Blogs

Engaging on social media

Sales document management With Phone calls and Promotions

Proposal & quote management With Phone calls and Video

Contract management With Promotions

Product marketing With Social media

Partner marketing

Cross selling

Workflow management With Phone calls

Communication management With E mail

Event management

Products & pricelist management

Relationship management

Contact list management

Motivation management

Lifetime value management


Loyalty management

Playbook creation With Video

Lead engagement

Account management

Generation of new leads

Category management

Personalized marketing

See allless Activities

Peers used ReferenceEdge to Increase sales & revenue and Scale best practices

Verify if it works for you

Failure Risk Guidance Security Report ?

See Sample Risk Report

Overall Risk Meter

Low Medium High

Top Failure Risks for ReferenceEdge

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First 5 Reports are Free

IT and Other Capabilities
for ReferenceEdge

  • Low
  • Medium
  • High


Data Export

Data Import


Phone Support

Email Support

Chat Support

24/7 Support


AI Powered


Custom Reports

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Vendor Profile Details

Company Name Point of Reference
Company Website
HQ Location 8050 E. 24th Avenue, Denver, CO 80238, US
Employees 11-50
Financials Private