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features
design
support

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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

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Campaign Monitor No 
Gainsight Yes 
Hootsuite No 
Influitive Virtual EventHub Yes 
Salesforce Yes 
Slack Yes 
SlapFive Yes 
TechValidate Yes 
X (Twitter) No 

Integrations

Campaign Monitor Yes 
Gainsight No 
Hootsuite Yes 
Influitive Virtual EventHub No 
Salesforce No 
Slack No 
SlapFive No 
TechValidate No 
X (Twitter) Yes 

Pricing Details

$14 per user per month
Volume pricing available
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Point of Reference

Founded

2003

Country

United States

Website

www.point-of-reference.com

Vendor Details

Company Name

Simple Sales Tracking

Founded

2005

Country

United States

Website

www.simplesalestracking.com

Product Features

Account Based Marketing

Analytics No 
Campaign Personalization No 
Customer Segmentation No 
Engagement Monitoring Yes 
Lead Nurturing No 
Lead Scoring No 
Progress Tracking Yes 
Prospecting Tools Yes 
Target Account Identification No 

Customer Reference Management

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

Product Features

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling No 
Calendar Sync No 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location No 
Online Booking No 
Online Payments No 
Recurring Appointments No 
Room Booking Management No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management Yes 
Scheduling No 
Time Management No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Reference Management

Nomination Tracking No 
Program Notices No 
Reference Usage Tracking No 
Reward Distribution No 
Search No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments No 
Territory Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management Yes 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management Yes 
Property Alerts No 
Referral Tracking No 
Segmentation Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

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