ReferenceEdge

ReferenceEdge

Point of Reference
Salesforce CPQ

Salesforce CPQ

Salesforce
+
+

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About

Manage your customer reference program more effectively with ReferenceEdge, the only 100% Salesforce-native application on the market. Designed for sales and marketing teams, ReferenceEdge empowers businesses to easily keep track of who is considered a reference, for what use cases, and how often they may be used;. ReferenceEdge lets users search references by filters and keywords; automate reference requests; analyze real-time program metrics; manage and share customer content; and more. ReferenceEdge helps improve sales and marketing efficiency and speed up the "quote to cash" cycle, in order to win more deals.

About

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

B2B companies with 50 or more salespeople

Audience

Small to enterprise organizations, spanning high-tech, manufacturing, HLS, and more.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$14 per user per month
Volume pricing available
Free Version Not Supported
Free Trial Not Supported

Pricing

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Point of Reference
Founded: 2003
United States
www.point-of-reference.com

Company Information

Salesforce
Founded: 2006
United States
www.salesforce.com/products/quote-to-cash/overview/

Alternatives

Orca

Orca

Orca by Cortez Labs

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ConnectWise CPQ

ConnectWise
TechValidate

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SurveyMonkey
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RO Innovation

Upland Software
Nue

Nue

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VocalReferences

VocalReferences

Local Hits Media
Experlogix CPQ

Experlogix CPQ

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Stubie

Stubie

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Infor CPQ

Infor CPQ

Infor

Categories

Categories

CPQ Supported
Order-to-Cash Supported
Quote-to-Cash Supported
Quoting Supported
Sales Acceleration Supported

Account Based Marketing Features

Analytics Not Supported
Campaign Personalization Not Supported
Customer Segmentation Not Supported
Engagement Monitoring Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Not Supported

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Supported
Reference Usage Tracking Supported
Reward Distribution Supported
Search Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Not Supported

Product Configurator Features

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

Quoting Features

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

Integrations

Bigtincan Not Supported
Bloomreach Not Supported
Canopy Not Supported
Gainsight Supported
Gearset Not Supported
Logik.io Not Supported
MTX SafeVax Not Supported
Malbek Not Supported
Momentum Not Supported
Provar Not Supported
Refold Not Supported
Salesforce Agentforce Service Not Supported
Secuvy AI Not Supported
Tavant Warranty Not Supported
Workato Not Supported
Wufoo Not Supported
Zapier Not Supported
Zilliant Not Supported
dataimporter Not Supported

Integrations

Bigtincan Supported
Bloomreach Supported
Canopy Supported
Gainsight Not Supported
Gearset Supported
Logik.io Supported
MTX SafeVax Supported
Malbek Supported
Momentum Supported
Provar Supported
Refold Supported
Salesforce Agentforce Service Supported
Secuvy AI Supported
Tavant Warranty Supported
Workato Supported
Wufoo Supported
Zapier Supported
Zilliant Supported
dataimporter Supported
Claim ReferenceEdge and update features and information
Claim ReferenceEdge and update features and information
Claim Salesforce CPQ and update features and information
Claim Salesforce CPQ and update features and information