ReferenceEdge is a cloud-based customer reference management system that offers enterprises a single and centralized platform from which to track, search and manage customer references for their sales or marketing needs. Since ReferenceEdge is designed as a native, purpose-built Salesforce application, users can access all of their data and manage all of their reference processes conveniently through Salesforce. Incorporating automated request workflows, reference tracking, user reward points, extensive reports and dashboard charts, ReferenceEdge aims to provide users with an effective and efficient reference management solution.
With ReferenceEdge, users can track reference status and activity by tagging accounts or contacts as program members, activating or deactivating member status and tagging records with metadata. To help users find specific accounts, contacts and content, ReferenceEdge includes powerful search tools. Users also have access to Salesforce’s advanced search platform which allows users to complete full text indexing. To streamline reference management processes further, ReferenceEdge enables users to automate certain processes such as reference requests, reference leads and profile updates.
From the ReferenceEdge dashboard, users can access real-time data, generate pre-built reports and charts as well as create custom ad hoc reports. With this comprehensive store of data, users can monitor the health and growth of their reference database quickly and easily. Other features by ReferenceEdge include inbuilt integration with Influitive and Gainsight, reference content and document management with extensive meta tagging, reference overuse prevention with global and contact-specific limits and shared contact functionality.
Software by Point of Referencewww.point-of-reference.com