Case Study: AvidXchange doubles reference pool and boosts closed-won deals with Point of Reference

AvidXchange - Customer Experience Interview

AvidXchange, Inc. faced an ad-hoc, siloed customer reference process—salespeople kept “little black books,” reference usage was invisible, and the program wasn’t owned or maintained. To address vertical-specific reference needs across real estate, construction and HOAs, AvidXchange implemented ReferenceEdge from Point of Reference to centralize and standardize its reference program.

Point of Reference helped AvidXchange roll out ReferenceEdge with training, governance rules, peer-to-peer request workflows, gamified nomination incentives and strong account support. The program more than doubled reference contacts (from ~150 to over 300), broadened usage across Sales, Customer Success and PR, reduced manual workload for the customer marketing manager, and enabled tracking of closed/won deals tied to references—demonstrating clear, measurable impact.

AvidXchange

Liv Schichtel

Customer Marketing Manager