About ReferenceEdge

ReferenceEdge is a cloud-based customer reference management system that offers enterprises a single and centralized platform from which to track, search and manage customer references for their sales or marketing needs. Since ReferenceEdge is designed as a native, purpose-built Salesforce application, users can access all of their data and manage all of their reference processes conveniently through Salesforce. Incorporating automated request workflows, reference tracking, user reward points, extensive reports and dashboard charts, ReferenceEdge aims to provide users with an effective and efficient reference management solution.

With ReferenceEdge, users can track reference status and activity by tagging accounts or contacts as program members, activating or deactivating member status and tagging records with metadata. To help users find specific accounts, contacts and content, ReferenceEdge includes powerful search tools. Users also have access to Salesforce’s advanced search platform which allows users to complete full text indexing. To streamline reference management processes further, ReferenceEdge enables users to automate certain processes such as reference requests, reference leads and profile updates.

From the ReferenceEdge dashboard, users can access real-time data, generate pre-built reports and charts as well as create custom ad hoc reports. With this comprehensive store of data, users can monitor the health and growth of their reference database quickly and easily. Other features by ReferenceEdge include inbuilt integration with Influitive and Gainsight, reference content and document management with extensive meta tagging, reference overuse prevention with global and contact-specific limits and shared contact functionality.

Pricing starting from:

N/A

  • Free Trial
  • Subscription

Key benefits of ReferenceEdge

  • ReferenceEdge is a native Saleforce app solution, granting users central access to all of their reference data.

  • ReferenceEdge incorporates extensive automation, enabling users to streamline reference request and reference lead finder processes.

  • Users have access to 50+ pre-built reports and 20+ dashboard charts as well as custom reporting technology, providing users with valuable insight into the activity and growth of their reference database.

  • ReferenceEdge tracks closed or won reference opportunities with the intention of supplying enterprises with a steady flow of new customer references.

  • ReferenceEdge manages peer-to-peer reference requests with Salesforce Chatter and email, allowing users to organize and track reference requests more efficiently.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Trial
    • Subscription

    Images

    Monitor growth of reference database with reports & charts
    Search for customer reference
    Apply filters to search more efficiently
    View the last date the reference was used
    Use Salesforce Chatter to deliver reference requests immediately
    View 6 more
    ReferenceEdge video
    ReferenceEdge screenshot: Monitor growth of reference database with reports & charts ReferenceEdge screenshot: Search for customer reference ReferenceEdge screenshot: Apply filters to search more efficiently ReferenceEdge screenshot: View the last date the reference was used ReferenceEdge screenshot: Use Salesforce Chatter to deliver reference requests immediately

    Features

    Total features of ReferenceEdge: 30

    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Reporting
    • Application Integration
    • Automated Scheduling
    • Automatic Notifications
    • Charting
    • Chat
    • Contact Database
    • Contact History
    • Content Filter
    • Customizable Reporting
    • Data Filtering
    • Document Storage
    • Indexing
    • Lead Capture
    • Metadata Management
    • Real Time Analytics
    • Real Time Data
    • Real Time Monitoring
    • Real Time Reporting
    • Real Time Updates
    • Records Management
    • Reminders
    • Reporting & Statistics
    • Request Routing
    • Rewards Management
    • Search Functionality
    • Status Tracking
    • Third Party Integration

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    Reviews

    Overall rating

    4,7 /5
    (20)
    Value for Money
    4,7/5
    Features
    4,7/5
    Ease of Use
    4,5/5
    Customer Support
    5/5

    Already have ReferenceEdge?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 20
    Wendi W.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 501-1 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    If You Use Salesforce, Then ReferenceEdge Is It!

    Reviewed on 2020/12/03

    Great experience with the software. I've used it for many years, at many different sized companies....

    Great experience with the software. I've used it for many years, at many different sized companies. I can't imagine doing this job without it.

    Pros

    ReferenceEdge is a native app in Salesforce, and it works seamlessly. It's easy to install, easy and flexible to use. It makes managing customer references and customer reference content extremely easy and has powerful reporting and dashboards.

    Cons

    I don't have any 'cons' for this software. It does exactly what it's meant to do. That said, it would be nice to have "community" functionality to interact with customers within the tool.

    Jeanne T.
    Overall rating
    • Industry: Computer Software
    • Company size: 501-1 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Must-Have Technology for B2B Marcom Stack

    Reviewed on 2021/01/05

    I have used ReferenceEdge at two separate companies since 2005. I'm an extremely experienced...

    I have used ReferenceEdge at two separate companies since 2005. I'm an extremely experienced ReferenceEdge user and yet I've only scratched the surface of what's possible. ReferenceEdge is the foundation of my program. It allows me to stay organized and tightly linked to our sales goals. The team at ReferenceEdge has also been very responsive to my feature requests. I've brought many suggestions to the engineering team and many of those have made it into production.

    Pros

    Customer evidence and advocacy is a requirement in B2B software sales, but keeping your program aligned and in sync with your account strategy is paramount. Spreadsheets just don't cut it. Integration with Salesforce is no longer optional. ReferenceEdge is a native Salesforce application so you don't have to worry about syncing data and it keeps your reference information right where your salespeople "live" ... inside Salesforce. I was an early adopter of ReferenceEdge back in 2005 and have used it as the foundation of my reference programs now at two companies - one was a Fortune 500 leader and now with a fast growing start up. ReferenceEdge is also committed to success and has assigned account directors who deliver incredibly responsive service. It's part of the offering and not an additional cost.

    Cons

    It's a double-edged sword! ReferenceEdge is so powerful that it's sometimes difficult to administer. You've got to have an administrator who will dig into the software and get comfortable with the interface. A tight linkage with your company's Salesforce admin is also key. That will make upgrades super easy!

    Valeria G.
    Overall rating
    • Industry: Computer Software
    • Company size: 1 001-5 000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 5.0 /10

    Customer Reference Management for the Enterprise

    Reviewed on 2020/12/04

    Pros

    ReferenceEdge is natively integrated with Salesforce which helps linking data easier. I like the search functionally because it lets me segment the data to find the appropriate reference for all sort of requests. I also like that I can keep track of all customer engagements, which you can tailor based on the activities tracked while assigning rewards for the activities participated in. I also like that I can link an activity with a sale opportunity to determine how these references help influence sales pipeline which it is so valuable when showing the benefits of the software.

    Cons

    ReferenceEdge is not a buy, plug and play kind of software- because it is in Salesforce, you need a dedicated team of experts to deploy the product. if you need to customize a workflow, you would need professional services .

    Katie L.
    Overall rating
    • Industry: Computer Software
    • Company size: 201-500 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    The best tool to optimize the reference process for sales

    Reviewed on 2020/12/04

    There may be other tools out there that draw you in with a fancier UI, but that's all you get. This...

    There may be other tools out there that draw you in with a fancier UI, but that's all you get. This tool is smart, responsive, and gives your reference program a reliable platform. Invest in a tool that gives your program a place to grow, you won't regret it.

    Pros

    The integration into SalesForce is key to optimizing the reference process for your sales team. ReferenceEdge integrates reference prompts on the opportunity page so the sales user can seamlessly move into the request search portal to select the best reference account for their prospect. The reference portal is intuitive and precisely designed to make shopping for a reference swift, while the tool's automation significantly reduces time in the reference process. Reference tracking back to the opportunity and to the referenceable account keeps your reference process transparent and clear of reference burn out! This process simply works!

    Cons

    A crowdsourcing feature for the times when you just can't find a match. Although it's not best practice it does still happen and it would be nice to work within the tool to find a new reference. Plus, it keeps crowdsourcing out of email and drives users back to the tool!

    Barbara C.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 10 000+ Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Breaking down silos and transforming advocacy for a huge corporation

    Reviewed on 2020/12/03

    While we are still working on adoption, the user feedback has been great!

    While we are still working on adoption, the user feedback has been great!

    Pros

    The software/process is robust even for a very complex organization. But mostly I would like to compliment the team that has been with us through out the selection, integration, and deployment phases. Every concern or suggestion has been addressed quickly and creatively. The team has been a true partner in our journey.
    As it is native to Salesforce, it eliminates the need to maintain/update attributes and confidential contact information outside of our CRM which is extremely important in our changing market.

    Cons

    Due to our complex attribute structure, we were not able to exploit all directly. This could have been the end of the deal. However, the RefEdge team acted quickly to develop nested displays, dependency mapping, special reports, and more.

    Showing 5 reviews of 20 Read all reviews

    ReferenceEdge FAQs

    Below are some frequently asked questions for ReferenceEdge.

    ReferenceEdge offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    ReferenceEdge pricing is rated per user and based on quantity. Users can pay quarterly or annually. To receive accurate price information, contact ReferenceEdge directly.

    ReferenceEdge offers the following features:

    • Activity dashboard
    • Ad hoc reporting
    • Application integration
    • Automated processes
    • Automatic reminders
    • Chat functionality
    • Contact database
    • Contact history
    • Content filtering
    • Customizable reporting
    • Data filtering
    • Document storage
    • Document tagging
    • Document tracking
    • Full text indexing
    • Metadata management
    • Metadata tagging
    • Nomination tracking
    • Notifications
    • Profile update minder
    • Program notices
    • Real time analytics
    • Real time data
    • Real time monitoring
    • Real time reporting
    • Real time updates
    • Records management
    • Reference lead finder
    • Reference request
    • Reference tracking
    • Reporting & statistics
    • Reward distribution
    • Search functionality
    • Shared contacts
    • Status tracking
    • Third party integration
    • Tracking features
    • User rewards

    ReferenceEdge has the following typical customers:

    Large Enterprises, Mid Size Business

    ReferenceEdge supports the following languages:

    English

    We do not have any information about what devices ReferenceEdge supports

    ReferenceEdge integrates with the following applications:

    Gainsight CS, Influitive, Salesforce Sales Cloud

    ReferenceEdge offers the following support options:

    Phone Support, Online Support

    Related categories

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