Managing your customer reference information and content is an intrinsic part of CRM. If Salesforce is your CRM solution then you want your Sales team to find reference functionality and information where it’s most convenient: Opportunities, Accounts and Contacts. The marketing team should operate in the same environment as Sales, enabling effortless navigation between reference management tasks and standard Salesforce records such as Accounts, Contacts, Cases and Opportunities. All reference data should reside in the same place, be real-time, and be accessible using Salesforce Reports and Dashboards.
Distill over 10 years of experience supporting enterprise customer reference programs and package those best practices into a native Salesforce app, and you have ReferenceEdge. There's no need for syncing, no API integration, and all your data and reference management functionality is accessed through a single pane of glass: Salesforce.
ReferenceEdge leverages standard Salesforce components and features such as Salesforce Chatter®, workflow, tasks, role hierarchy, profiles and permission sets. A native solution ensures maximum user adoption, reduced learning curve, and scalability.