Point of Reference Adds Program Health Monitor in Latest Release of ReferenceEdge

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Summer 2020 release includes custom goal setting and progress tracking with a visual dashboard enabling customer reference programs to stay on top of program metrics.

Point of Reference today announced the availability of Program Health Monitor (PHM) for ReferenceEdge℠, the only native customer reference application for Salesforce®. This new functionality enables customer advocate program managers to set specific program goals and monitor goal progress through a visual dashboard.

The new capabilities are included in the Summer 2020 release of ReferenceEdge at no additional charge. PHM comes with pre-built goal templates to give clients a jumpstart and also supports defining custom goals. In addition to the goal dashboard, PHM includes periodic program summary notifications and period-over-period comparison of specific metrics. “The time-sensitivity of typical activities coupled with often over-taxed program managers results in goals getting lost in action,” said David Sroka, President, Point of Reference. “PHM provides the structure and tracking to keep goals from becoming out of sight, out of mind.”

PHM is another example of how Point of Reference is streamlining and automating processes that benefit both program managers and the C-suite. “We believe that the ability to set program goals aligned with corporate imperatives is essential to long-term program success,” Sroka said. “Executive sponsors view programs differently when this level of rigor/discipline is demonstrated---and that leads to active not tacit support.”

About Point of Reference®
Since 2003, Point of Reference has been powering B2B customer advocate 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.

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