New ReferenceEdge Release Completes the “Final Mile” by Coordinating Sales Reference Calls
Denver (PRWEB) February 26, 2021
Point of Reference today announced its new Calendar Coordinator feature for ReferenceEdge℠, the only native customer reference technology for Salesforce®. This new capability automates the logistics coordination of setting a reference call between a customer and a prospect.
Calendar Coordinator is the latest feature in ReferenceEdge to streamline processes that benefit the Sales team, customers, customer success, and the reference program manager within the Salesforce platform. “ReferenceEdge has automated every step of the reference search, request, and matching process for salespeople,” said David Sroka, President, Point of Reference. “Calendar Coordinator addresses the ‘last mile’ of the customer reference request workflow: connecting the customer reference with a prospect without a salesperson’s having to act as an administrative assistant,” said Sroka. “Without automation, coordination takes time and requires prompt actions on the part of the person doing the coordination. It can quickly become messy and frustrating for all parties involved.”
Once a salesperson has received the name and contact information of a well-matched reference, there is still much to do,” Sroka said. When a customer reference contact is confirmed, the salesperson initiates contact via Calendar Coordinator, which has all the necessary information.
The Calendar Coordinator bot first obtains the customer’s availability, then sends those options to the prospect. The salesperson is notified if there are any delays in either parties’ responsiveness. After the parties agree on a date and time, both receive confirmation messages, as does the salesperson. This new feature is included with ReferenceEdge’s many other capabilities at no additional cost.
About Point of Reference
Since 2003, Point of Reference has been powering B2B customer reference programs that fuel business growth and fortify brands. We believe advocates tell their customer experience stories better than anyone and increase our clients’ odds of winning opportunities in the process.
By combining decades of domain expertise with our purpose-built customer reference management technology, native to Salesforce CRM, Point of Reference allows companies to inject relevant customer references and related content at critical points in a sales cycle, attribute reference activities to revenue, and orchestrate coordinated reference activities that boost productivity. For more information, visit http://www.point-of-reference.com.