Reference edge logo

Customer Advocacy Technology

Had enough of managing your customer advocacy
program by spreadsheets?

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ReferenceEdge

building

Complete Advocacy Platform

ReferenceEdge centralizes advocate data and streamlines workflows across your organization. From recruiting to request management, every component is built to solve real program challenges.
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Built for Marketers and Sellers

Marketers can quickly find and request advocates for events, reviews, social content, and testimonials. Sales teams get instant access to the right proof at every stage of the buyer’s journey, including vetted advocates for reference calls.
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AI-Powered Efficiency

Artificial Intelligence accelerates discovery and automates core processes—delivering greater impact, backed by high-quality data.
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Measurable Impact

Program value is tracked through built-in KPIs, like revenue influenced and reference activity tied directly to closed-won deals.

100% Salesforce Native

Salesforce product overview
If your company has invested in Salesforce CRM as the single source of truth, ReferenceEdge is the standard in the customer marketing community. A native application is installed in your Salesforce environment, not merely integrated to it like a plug-in. Native apps take full advantage of the Salesforce platform, provide UI consistency, real-time (not synced) data, workflows, and much, much more. They also undergo extensive security reviews by Salesforce.com.

Features and Benefits

Team Up with Artificial Intelligence
Maximize User Adoption
Engage Your Advocates
Identify References & Build Your Database
Centralize Reference Knowledge
Search References using Filters & Keywords
Automate Reference Requests
Close the Loop
Reward Customers & ReferenceEdge Users
Capture Win/Loss Insights
Advocate Customer Data Maintenance
Advocate Customer Data Maintenance
Advocate Customer Data Maintenance
a robot with open arms and a line showing a path below
AI is fast-tracking the evolution of customer marketing and advocacy. From unearthing buried insights across sprawling systems to automating the complex choreography of advocacy programs, its potential is staggering.
Our AI isn’t just smart—it’s shape-shifting. Predictive, generative, and eventually AGI-ready. And because we’re Salesforce-native, every AI component is fortified within the Einstein Trust Layer—a detail that’ll only grow in importance as the early-market gold rush gives way to a new era, with an emphasis on data protection. Additionally, stakeholders expect advocacy data they can actually trust—accurate, up-to-date, and richly detailed. That’s been our mission from the start. While AI often races ahead of data quality, we’re committed to integrating it only when it meets our gold standard for trustworthiness.
Take our Advocacy Gap Predictor. Powered by Salesforce CRM Analytics, it scans opportunity data to forecast where advocate firepower will be needed in 60, 90, and 120 days—then pairs that intel with your existing advocate pool to guide strategic recruitment.
And with Salesforce Agentforce, chat-based AI agents inside Salesforce and Slack can wrangle advocate requests, customer nominations, profile updates, and more—freeing up program managers to focus on what really matters: building a magnetic, high-impact advocacy engine.

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smile icon with a hand with a pointing finger
Engagement Essentials provides advocacy program managers with tools for establishing and developing relationships with their advocates, and potential advocates; without the management overhead. Extend your reach with:
  • Augmented Advocate Search
  • Member Communications
  • Recruiting/Nominations
  • Rewards Updates
  • Polls & Surveys
Learn more
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Product Features
  • The ReferenceEdge UI is the Salesforce UI, familiar from day one
  • Relevant advocate suggestions on the opportunity page
  • Help assistants on every ReferenceEdge page
  • Gamification in the form of reward points for users
  • Data update automation ensures accurate and complete search results
‍

‍

‍

many user icons and speeches
Engagement Essentials provides advocacy program managers with tools for establishing and developing relationships with their advocates, and potential advocates; without the management overhead. Extend your reach with:
  • Augmented Advocate Search
  • Member Communications
  • Recruiting/Nominations
  • Rewards Updates
  • Polls & Surveys
Learn more

‍

Identify Advocates
A solid base along with a steady flow of new customer advocates is the lifeblood of any program. ReferenceEdge has 4 automation features to support your recruiting needs:
  • Nominations – Any ReferenceEdge user can nominate a customer as an advocate
  • Reference Lead Finder – Automated follow up on recently closed/won opportunities to assess referenceability
  • Reference Prospector – Build a prospect list, and launch an internal campaign to gauge account referenceability
  • Profile Update Minder – Designed to automate the routine review/updating of reference profiles, new advocate candidates may be brought to your attention as part of the process
Additionally, you use your marketing automation tool, such as Marketo or Eloqua, to create recruiting campaigns and automate the creation of nominations or reference profiles in ReferenceEdge from responses.

‍

Centralize Data
​Keep track of who is considered an advocate, current status and for which advocate activities they are available, all within Salesforce CRM, your company’s single source of truth.
The basis of any customer marketing program or practice is knowing your advocate customers. ReferenceEdge lets you tag accounts and contacts as program members, activate or deactivate their status with a click, or business process automation leveraging customer success insights, and tag records with the metadata―such as industry, use cases, product, personna―that users depend on to find relevant and up-to-date advocate.
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Search
Searching spreadsheets is so cumbersome, and limited. Give users a powerful, easy‐to‐use tool for finding the best references for their sales opportunity or marketing needs. We’ve expanded and fine‐tuned search to meet the unique needs of reference searches for accounts, contacts, and customer content, leveraging Salesforce CRM’s powerful search engine. Filter by industry, product, region, etc., and/or enter keywords. Tag contacts with advocate activities such as event speaking, reviews, press releases, reference calls, quotes, site visits, product betas―whatever is relevant to your stakeholders.
Automate Reference Requests
Accelerate, track and manage what is often a big drain on Sales productivity: managing customer reference requests. ReferenceEdge alone offers scalable peer-to-peer request routing and process management initiated from within Salesforce, or Slack, using our ReferenceBot app.
Closing the Loop
Wouldn’t you love to have the time to follow up with the requester of an advocate activity to see how the call, speaking opportunity, etc., went? But that requires those rare commodities: bandwidth, and the right timing. No worries, ReferenceEdge seeks feedback following an advocate use so you know whether a) it didn’t/won’t happen, b) it’ll happen, but on a later date, c) it went well, or d) it didn’t go well. Imagine all the ways you can make use of these insights.
Reward Customers
Reward points can be earned for completing activities. For customers those might include reference calls, webinars, and case studies.
For ReferenceEdge users, points can be earned for nominating advocate candidates, assisting with arranging a reference activity or periodically updating reference profile information for an account they own. Salesforce leaderboards keep all ReferenceEdge users aware of their accrued points relative to their peers, stoking a little healthy competition. Motivate and make reference-related activities fun and rewarding to accelerate and maintain adoption.
Accrued points may be redeemed however you decide: cash, prizes, event attendance or services.
Win Loss Reports
Data Collector is a flexible feature that can be used to gather valuable data related to opportunities both won and lost. But that’s not all. It can be used to capture post project or engagement insights. Configurable survey forms can be sent to users at the perfect time, as defined by you. Data is collected in a database for analysis, and it can also become searchable content within the reference search page.
Continuall Update Data
Customer reference profile information such as a customer’s activity preferences, use limits, and subject matter expertise has a shelf life. Whose responsibility is it to remember to update the profile as relationship changes occur? Often no one owns it, officially. It gets done sporadically and reactively. Not good enough given that reference search depends on reliable data. The Profile Update Minder automation feature identifies profiles that haven’t been updated in a period of time you define, and automates the review and update process, engaging those closest to the account relationship be it CSMs, account managers or sales.
Manage Share Content
Sometimes referred to as sales enablement, customer videos, reviews, case studies, press releases, and quotes are easily tagged, and searched and shared with buyers. Extensive meta tagging in ReferenceEdge makes sure content is easy-to-find, which is the only way to realize a return on your content investment. Content is shared via microsites (landing pages) that capture click activity and visitor ratings, providing valuable and timely insights to sellers, and to content development managers.
Manage Share Content
Sometimes referred to as sales enablement, customer videos, reviews, case studies, press releases, and quotes are easily tagged, and searched and shared with buyers. Extensive meta tagging in ReferenceEdge makes sure content is easy-to-find, which is the only way to realize a return on your content investment. Content is shared via microsites (landing pages) that capture click activity and visitor ratings, providing valuable and timely insights to sellers, and to content development managers.
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Team Up with Artificial Intelligence
plus icon
a robot with open arms and a line showing a path below

AI is fast-tracking the evolution of customer marketing and advocacy. From unearthing buried insights across sprawling systems to automating the complex choreography of advocacy programs, its potential is staggering.Our AI isn’t just smart—it’s shape-shifting. Predictive, generative, and eventually AGI-ready. And because we’re Salesforce-native, every AI component is fortified within the Einstein Trust Layer—a detail that’ll only grow in importance as the early-market gold rush gives way to a new era, with an emphasis on data protection. Additionally, stakeholders expect advocacy data they can actually trust—accurate, up-to-date, and richly detailed. That’s been our mission from the start. While AI often races ahead of data quality, we’re committed to integrating it only when it meets our gold standard for trustworthiness.Take our Advocacy Gap Predictor. Powered by Salesforce CRM Analytics, it scans opportunity data to forecast where advocate firepower will be needed in 60, 90, and 120 days—then pairs that intel with your existing advocate pool to guide strategic recruitment.And with Salesforce Agentforce, chat-based AI agents inside Salesforce and Slack can wrangle advocate requests, customer nominations, profile updates, and more—freeing up program managers to focus on what really matters: building a magnetic, high-impact advocacy engine.

Maximize User Adoption
plus icon
smile icon with a hand with a pointing finger

For anyone who champions new technology for a department or a company, this is where the rubber meets the road. We get it. It comes down to 1) executive support, 2) awareness, 3) education and 4) data quality.Change ManagementTechnology is great, but don’t forget who’s using it. Anytime people are asked to change the way they’ve done things, forever, they need help getting from current state to future state. We’ve created the Change Management Playbook, an enabling framework for managing the people side of change. Playbook components are woven into our implementation methodology ensuring your program has the organization support required for success.Product FeaturesThe ReferenceEdge UI is the Salesforce UI, familiar from day oneRelevant advocate suggestions on the opportunity pageHelp assistants on every ReferenceEdge pageGamification in the form of reward points for usersData update automation ensures accurate and complete search results.

Engage Your Advocates
plus icon
many user icons and speeches

Engagement Essentials provides advocacy program managers with tools for establishing and developing relationships with their advocates, and potential advocates; without the management overhead. Extend your reach with:Augmented Advocate SearchMember CommunicationsRecruiting/NominationsRewards UpdatesPolls & SurveysLearn more

Identify References & Build Your Database
plus icon
Identify Advocates

A solid base along with a steady flow of new customer advocates is the lifeblood of any program. ReferenceEdge has 4 automation features to support your recruiting needs:Nominations – Any ReferenceEdge user can nominate a customer as an advocateReference Lead Finder – Automated follow up on recently closed/won opportunities to assess referenceabilityReference Prospector – Build a prospect list, and launch an internal campaign to gauge account referenceabilityProfile Update Minder – Designed to automate the routine review/updating of reference profiles, new advocate candidates may be brought to your attention as part of the processAdditionally, you use your marketing automation tool, such as Marketo or Eloqua, to create recruiting campaigns and automate the creation of nominations or reference profiles in ReferenceEdge from responses.

Centralize Reference Knowledge
plus icon
Centralize Data

Keep track of who is considered an advocate, current status and for which advocate activities they are available, all within Salesforce CRM, your company’s single source of truth.The basis of any customer marketing program or practice is knowing your advocate customers. ReferenceEdge lets you tag accounts and contacts as program members, activate or deactivate their status with a click, or business process automation leveraging customer success insights, and tag records with the metadata―such as industry, use cases, product, personna―that users depend on to find relevant and up-to-date advocate.

Search References using Filters & Keywords
plus icon
Search

Searching spreadsheets is so cumbersome, and limited. Give users a powerful, easy‐to‐use tool for finding the best references for their sales opportunity or marketing needs. We’ve expanded and fine‐tuned search to meet the unique needs of reference searches for accounts, contacts, and customer content, leveraging Salesforce CRM’s powerful search engine. Filter by industry, product, region, etc., and/or enter keywords. Tag contacts with advocate activities such as event speaking, reviews, press releases, reference calls, quotes, site visits, product betas―whatever is relevant to your stakeholders.

Automate Reference Requests
plus icon
Automate Reference Requests

Accelerate, track and manage what is often a big drain on Sales productivity: managing customer reference requests. ReferenceEdge alone offers scalable peer-to-peer request routing and process management initiated from within Salesforce, or Slack, using our ReferenceBot app.

Close the Loop
plus icon
Closing the Loop

Wouldn’t you love to have the time to follow up with the requester of an advocate activity to see how the call, speaking opportunity, etc., went? But that requires those rare commodities: bandwidth, and the right timing. No worries, ReferenceEdge seeks feedback following an advocate use so you know whether a) it didn’t/won’t happen, b) it’ll happen, but on a later date, c) it went well, or d) it didn’t go well. Imagine all the ways you can make use of these insights.

Reward Customers & ReferenceEdge Users
plus icon
Reward Customers

Reward points can be earned for completing activities. For customers those might include reference calls, webinars, and case studies.For ReferenceEdge users, points can be earned for nominating advocate candidates, assisting with arranging a reference activity or periodically updating reference profile information for an account they own. Salesforce leaderboards keep all ReferenceEdge users aware of their accrued points relative to their peers, stoking a little healthy competition. Motivate and make reference-related activities fun and rewarding to accelerate and maintain adoption.Accrued points may be redeemed however you decide: cash, prizes, event attendance or services..

Technology Partners

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