Capture & Ingest
Records land in CEDX Referrals already linked to the canonical customer, employee, or vendor ID.
Referral offers are structured (advocate, friend, window) and tested like paid media. Five channels including offline name-share are tracked to purchase, and fraud is held at risk 55% before any reward pays out.
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production dat..."
| Campaign / Journey Stream | Target Segment & ICP | Channel & Spend Owner | Attributed Pipeline | CAC Payback Signal | ROAS Multiplier |
|---|---|---|---|---|---|
| Q3 CFO Consolidation PlaybookCEDX Referrals · Record #1040 | Enterprise Finance · 500+ Emp | L. Chen · Demand Gen | $3,480,000 | ● 4.2 mo Payback | 6.8x Pipeline |
| Executive Dinner Series NYCCEDX Referrals · Record #1041 | C-Suite & VP RevOps | M. Brooks · Field Mktg | $1,920,000 | ● 3.1 mo Payback | 9.4x Pipeline |
| Paid Search · ERP AlternativeCEDX Referrals · Record #1042 | High-Intent Technical Buyers | S. Gupta · Paid Media | $2,150,000 | ● 5.0 mo Payback | 5.2x Pipeline |
| Product-Led Sandbox NurtureCEDX Referrals · Record #1043 | Self-Serve Trial Evaluators | A. Rivera · Lifecycle | $1,640,000 | ● 1.8 mo Payback | 11.2x Pipeline |
Eleven referrals sharing one advocate's domain is not advocacy. The hold queue catches it at 98% risk, before the $50 leaves, not after.
Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.
18 campaigns, each with advocate reward, friend reward and window: give $50, get $50 over 30 days; double credit at $100 for the advocate; a partner intro at $250 cash on close over 90 days. Each campaign reports referrals, conversions and revenue. The give-and-get leads at $820K.
14 offer A/B tests pit cash against gift card against coupon against credit. The rules are printed on the screen: confidence grows with referrals per arm, and a winner locks only at 90% confidence with at least 100 referrals per arm. No peeking.
22 holds sit in queue at risk 55% or higher. The root-caused alerts name the patterns: a self-referral cluster on the give-and-get offer (11 held referrals sharing an advocate domain) and a code-leak velocity spike with public-list hits.
Every figure below is directly inspectable in the running CEDX Referrals application workspace with zero synthetic projections.
Click any screen below to inspect how CEDX Referrals moves from initial intake to verified cross-estate completion.
The health ring reads 40% of the $2.20M target, and the alerts keep the program honest: reward liability is climbing against conversion at $14K across 109 open rewards; five advocates drive a disproportionate share of the $898K attributed.
Because Campaigns, Journeys, Events, CRM, and Books share one database, every ad dollar is traced all the way to collected cash.
Records land in CEDX Referrals already linked to the canonical customer, employee, or vendor ID.
Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.
Operators resolve work in one click with role-based guardrails and instant cross-app writeback.
Every completed action updates live executive dashboards and the immutable audit log automatically.
Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.
Owns the offers and the target: 40% of $2.20M is the number they report.
Runs the experiments and defends the bands: a winner exists only at 90% confidence with 100 referrals a side.
Works the hold queue before payout: the 22 holds are a review list, not an accusation.
CEDX Referrals is not an isolated point tool. It reads and writes the exact same customer, ledger, and identity records as the rest of the CEDX software estate.
The referral campaigns counted in the same portfolio as everything else that spends.
Promoters from surveys and journeys are where advocacy programs recruit.
Referred leads arrive as CRM records with the source attached, not as a spreadsheet.
The clicks and purchases behind the channel-efficiency table.
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production data with zero synthetic clutter."
"Having identity, least-privilege access, audit trails, and business applications on one kernel cut our security review and provisioning time by 82%."
"We started with one application to fix our most painful bottleneck, and added five more modules on the same login without a single migration project."
Drag the seat slider to compare your current stitched stack (Marketo Measure + HubSpot Marketing Enterprise + 6sense + Braze) against running CEDX Referrals natively on the unified CEDX estate.
Explore the live CEDX Referrals workspace on canonical demo data at /app/referrals, or book a 30-minute architecture session to map your first entity rollout.
Instant browser access to CEDX Referrals pre-loaded with canonical demo records and connected across the 132-application CEDX estate.