Announcing our new instructions to integrate Point of Reference's ReferenceEdge product with Gainsight!
Customer Success and Customer Advocacy are closely related and now, through the integration of Gainsight and ReferenceEdge, data interactions and activity management is made seamless. ReferenceEdge provides a single source for customer advocate information and customer content, and automates key customer reference processes such as reference requests.
Visit our support article for more details on the integration overview.
The instructions cover four use cases:
Use Case #1: Create a Gainsight Health Score based on the ReferenceEdge Reference Status
Use Case #2: Update Referenceability based on Renewal Stage
Use Case #3: Set Reference Status based on Overall Health Score
Use Case #4: Display Reference Activity on the Customer360
Integration with ReferenceEdge
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