Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

ReferenceEdge is the only Salesforce-native app that makes it easier to manage your customer reference program. ReferenceEdge is a Salesforce-native application that enables sales and marketing teams to track who is a reference, what use cases they are used for, and how often. ReferenceEdge allows users to search for references using keywords and filters; automate reference requests; analyze program metrics in real time; manage and share customer information; and much more. ReferenceEdge is a tool that helps you win more deals by improving your sales and marketing efficiency.

Description

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign
Apty
Cobalt
Flosum
Inspire Planner
Kinective Bridge
Lyftrondata
MTX SafeVax
Metazoa Monarch
Provar
RELAYTO
Salesforce Service Cloud
Secuvy AI
Slack
Ventas CPQ & SMS Solution
Wufoo
Zilliant
dataimporter

Integrations

Adobe Acrobat Sign
Apty
Cobalt
Flosum
Inspire Planner
Kinective Bridge
Lyftrondata
MTX SafeVax
Metazoa Monarch
Provar
RELAYTO
Salesforce Service Cloud
Secuvy AI
Slack
Ventas CPQ & SMS Solution
Wufoo
Zilliant
dataimporter

Pricing Details

$14 per user per month
Free Trial
Free Version

Pricing Details

$75.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Point of Reference

Founded

2003

Country

United States

Website

www.point-of-reference.com

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

www.salesforce.com/products/quote-to-cash/overview/

Product Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Alternatives

TechValidate Reviews

TechValidate

SurveyMonkey

Alternatives

ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
Orca Reviews

Orca

Orca by Cortez Labs
Nue Reviews

Nue

Nue.io
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix
monday sales CRM Reviews

monday sales CRM

monday.com