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What is Symphony?

The Symphony billing platform equips organizations to quickly and easily introduce new products or applications within their existing operational environments. You have the flexibility to implement only the essential modules or to opt for a full end-to-end solution, thereby allowing our adaptable and scalable system to grow in line with your requirements. With Symphony’s capability for real-time data transaction management and mediation, you can gain valuable insights into customer accounts, which helps you manage these relationships more effectively and profitably. Transform your workflow from quote to cash and increase your sales while achieving a competitive advantage through tools and insights that streamline the transition from proposal to payment. Easily create customized quotes and define product offerings, as customer approval triggers workflows based on the chosen items. Final quotes can be generated with automatically created cover letters and product brochures, and you will also receive comprehensive reports on quotes issued and orders by region or agent. This holistic approach guarantees smooth business process automation and management throughout your operations. In conclusion, Symphony not only boosts operational efficiency but also nurtures stronger relationships with your customers, ultimately driving growth and success for your business.

What is ReferenceEdge?

ReferenceEdge stands out as the sole application native to Salesforce designed to streamline the management of customer reference initiatives. This innovative tool empowers sales and marketing teams to monitor details such as who can serve as a reference, the specific use cases they support, and the frequency of their involvement. With ReferenceEdge, users can effortlessly search for references through keywords and filters, automate the request process, and gain real-time insights into program metrics. Additionally, it facilitates the management and sharing of customer data, enhancing overall operational effectiveness. By utilizing ReferenceEdge, businesses can significantly boost their chances of closing more deals through improved efficiency in their sales and marketing efforts. This application not only aids in tracking references but also fosters stronger customer relationships, making it an invaluable asset in any organization.

Media

Media

Integrations Supported

Authorize.Net
Avalara
Gainsight
Influitive Virtual EventHub
Salesforce
Slack
SlapFive
TechValidate

Integrations Supported

Authorize.Net
Avalara
Gainsight
Influitive Virtual EventHub
Salesforce
Slack
SlapFive
TechValidate

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$14 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Integra Touch

Date Founded

2002

Company Location

United States

Company Website

symphonybilling.com

Company Facts

Organization Name

Point of Reference

Date Founded

2003

Company Location

United States

Company Website

www.point-of-reference.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Account Based Marketing

Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

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