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ReferenceEdge Review

ReferenceEdge
Our score: 6.8 User satisfaction: N/A

What is ReferenceEdge?

ReferenceEdge is a true native component for Salesforce that helps you manage customer references. Hence, the app has been named as one of the top ten providers of enterprise CRM solutions. It also offers efficacious and intelligent methods for overseeing your organization’s customer advocate program.

Since it is tightly integrated into the Salesforce system, connecting it with third-party solutions is a seamless process. You can simply utilize the Salesforce API to create bi-directional integrations. Aside from that, the platform has ready-made connectors for Influitive, Gainsight, and TechValidate, thus synchronizing with these platforms do not take time.

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Overview of ReferenceEdge Benefits

Granular Reference Tracking

When you have a vast library of references, it is important to keep track for which they are references as well as their statuses. ReferenceEdge assists you in doing this by letting you tag accounts or contacts as program members. You can also activate or deactivate them as references with a single click. This way, your users have updated data to rely upon for their tasks.

Powerful Reference Finder

ReferenceEdge has a powerful yet user-friendly reference search tool. This allows you to find references using keywords and filters so you can find the ones appropriate for your sales or marketing efforts.

Automated Reference Requests

Customer reference requests are time-consuming to manage. ReferenceEdge gives you back the time you have lost on the task by automating the process via Salesforce Chatter and/or email. The solution enables you to track the success of the reference event as well by using a post-event survey that is triggered automatically.

Gamified Platform

ReferenceEdge enables you to make the usage of the platform fun. This way, you can reward employees for completing tasks. You can also create a point-based system for activities and a leaderboard so everyone is apprised of the top users. As such, you can foster healthy competition in your organization. Plus, this can motivate your employees to work harder.

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Overview of ReferenceEdge Features

  • Customer Content Management
  • Advocate Accounts Management
  • Advocate Accounts Search
  • Advocate Overuse Prevention
  • Reference Automation Request
  • Program Membership Management
  • Real-Time Program Metrics
  • Automated Advocate Data Updates
  • Reference Lead Finder
  • Gamification & User Rewards
  • Integrations

ReferenceEdge Position In Our Categories

Knowing that businesses have unique business-related wants, it is only logical that they avoid adopting a one-size-fits-all, “perfect” business application. Be that as it may, it would be difficult to try to pinpoint such application even among sought-after software systems. The correct step to do can be to jot down the several significant factors which merit scrutiny including major features, costing, technical skill competence of the users, organizational size, etc. Next, you should perform the product research through and through. Go over these ReferenceEdge reviews and look over the other software programs in your list in detail. Such all-encompassing product investigation ascertain you steer clear of mismatched applications and select the system which offers all the function your company requires for success.

Position of ReferenceEdge in our main categories:

TOP 200

ReferenceEdge is one of the top 200 Customer Experience Management Software products

If you are interested in ReferenceEdge it may also be beneficial to analyze other subcategories of Customer Experience Management Software listed in our database of B2B software reviews.

Each enterprise has different needs and needs an application that can be personalized for their size, kind of workers and clients, and the specific industry they are in. For these reasons, no platform can offer perfect tools off-the-shelf. When you search a software system, first be sure what you require it for. Read some ReferenceEdge Customer Experience Management Software reviews and ask yourself do you need basic tools or do you need sophisticated functionality? Are there any industry-specific tools that you are seeking? Find the answers to these questions to assist your search. There are lots of elements that you need to consider and these include your finances, particular business needs, your company size, integration needs etc. Take your time, check out a few free trials, and finally choose the app that provides all that you require to improve your organization effectiveness and productivity.

How Much Does ReferenceEdge Cost?

ReferenceEdge Pricing Plans:

Free Trial

ReferenceEdge

Contact vendor

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What are ReferenceEdge pricing details?

ReferenceEdge Pricing Plans:

Free Trial

ReferenceEdge

Contact vendor

ReferenceEdge is a native customer reference management platform for Salesforce. If you are interested in this product, you can request custom enterprise pricing by phone or by email.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We know that when you decide to buy a Customer Experience Management Software it’s crucial not only to find out how experts score it in their reviews, but also to find out if the real users and companies that bought these solutions are actually happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and ReferenceEdge reviews across a broad array of social media sites. The information is then displayed in an easy to digest form revealing how many people had positive and negative experience with ReferenceEdge. With that information at hand you should be prepared to make an informed purchasing choice that you won’t regret.

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Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for ReferenceEdge?

Since ReferenceEdge is part of the Salesforce system, it can integrate with a vast array of applications via API. It also has pre-configured integrations for the following:

  • Influitive
  • Gainsight
  • TechValidate
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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