B2B Companies that need customer advocates in a majority of sales opportunities must make it easy for salespeople to search and share advocates and/or customer content with buyers. These opportunities tend to be more complex and with stiff competition. The customer reference or advocate program function is usually part of marketing, customer success or sales operations.
ReferenceEdge ensures that sales and marketing can find the most relevant customer advocates and customer-based content in seconds thereby increasing win rates and buyer engagement. The bottom line is productivity and impact on new revenue. Customer advocate program managers benefit from the extensive built-in automation allowing them to spend more time on high-value activities rather than manual, tactical tasks.
No more technical than the average Salesforce CRM user. ReferenceEdge was designed to be easy and efficient for busy sales and marketing professionals to use.
The ReferenceEdge app is a 100% native solution for Salesforce. The user interface is consistent with Salesforce, the functionality is embedded in the Salesforce user experience, and all data is accessible, in Salesforce, for reporting and dashboards.
Upland RO Innovation
ReferenceEdge was launched in 2013 informed by nearly 8 years of experience as the developer of a SaaS solution for customer reference management. We addressed the shortcomings of merely integrating with Salesforce by re-platforming the solution to be *in* Salesforce. No data resides outside of Salesforce, which security teams appreciate. ReferenceEdge is as secure and scalable as Salesforce CRM itself. Mobile users will see ReferenceEdge functionality in Salesforce1 Mobile with no additional custom development effort.
Additional out-of-the-box integrations with complementary technologies, additional end-user experience features, enhanced search options and incorporation of Salesforce platform capabilities (analytics, AI, performance management).
Influitive, Gainsight, SlapFive, Slack and Techvalidate. Additional integrations may be accomplished using the very robust, bidirectional Salesforce API.
There are 4 components to pricing:
1) Setup and configuration
2) Professional services – This is for the migration of existing customer advocate data and customer content if not already in Salesforce CRM Content libraries
3) Training – This is determined by number of users and therefore number of required training sessions
4) Licenses – This is based on number of users and volume pricing tiers (e.g., 25-49, 50-99, 100-149…Over 10,000)
No, unfortunately the setup required is more involved than is practical for trials
Live Web training is provided for both ReferenceEdge administrators and end users (sales, marketing, customer success)
Most implementations are completed in 5-6 weeks. The major steps are a) completion of business decision configuration decisions, b) installation, c) configuration, d) data migration (if applicable), e) end-user testing and f) training.
Telephone and email support is provided from 6:00 to 18:00 Mountain Time, Monday through Friday (major U.S. holidays excluded).
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