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ReferenceEdge

Name: ReferenceEdge
Rating: 4.5 (2 reviews)

By Point of Reference

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Highlights : About ReferenceEdge

Customer Content Management

Advocate Accounts Search

Reference Automation Request

Real-Time Program Metrics

Reference Lead Finder

Advocate Accounts Management

About ReferenceEdge

ReferenceEdge is a true native component for Salesforce that helps you manage customer references. Hence, the app has been named as one of the top ten providers of enterprise CRM solutions. It also offers efficacious and intelligent methods for overseeing your organization’s customer advocate program.

Specifications

Business Size

Mid-Market, Enterprise

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Advocate Accounts Management

Advocate Overuse Prevention

Program Membership Management

Automated Advocate Data Updates

Gamification & User Rewards

Customer Content Management

Advocate Accounts Search

Reference Automation Request

Real-Time Program Metrics

Reference Lead Finder

Integrations

Nomination tracking

Program notices

Profile update minder

Ad hoc reporting

Benefits

Granular Reference Tracking

When you have a vast library of references, it is important to keep track for which they are references as well as their statuses. ReferenceEdge assists you in doing this by letting you tag accounts or contacts as program members. You can also activate or deactivate them as references with a single click. This way, your users have updated data to rely upon for their tasks.

Powerful Reference Finder

ReferenceEdge has a powerful yet user-friendly reference search tool. This allows you to find references using keywords and filters so you can find the ones appropriate for your sales or marketing efforts.

Automated Reference Requests

Customer reference requests are time-consuming to manage. ReferenceEdge gives you back the time you have lost on the task by automating the process via Salesforce Chatter and/or email. The solution enables you to track the success of the reference event as well by using a post-event survey that is triggered automatically.

Gamified Platform

ReferenceEdge enables you to make the usage of the platform fun. This way, you can reward employees for completing tasks. You can also create a point-based system for activities and a leaderboard so everyone is apprised of the top users. As such, you can foster healthy competition in your organization. Plus, this can motivate your employees to work harder.

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