ReferenceEdge Review
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.
Show MoreOverview 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.
Show MoreOverview 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
Because businesses have special business wants, it is wise that they abstain from getting an all-in-one, ideal software system. Just the same, it would be hard to pinpoint such a software system even among widely used software systems. The rational step to undertake can be to jot down the several important aspects which merit scrutiny such as critical features, plans, skill aptitude of staff, business size, etc. The second step is, you should perform the research comprehensively. Have a look at some of these ReferenceEdge analyses and check out each of the software products in your shortlist more closely. Such comprehensive product investigation can make sure you stay away from unsuitable applications and subscribe to the one which delivers all the tools your business requires to be successful.
Position of ReferenceEdge in our main categories:
TOP
200
ReferenceEdge is one of the top 200 Customer Experience Management Software products
If you are considering ReferenceEdge it may also be beneficial to check out other subcategories of Customer Experience Management Software listed in our database of B2B software reviews.
There are trendy and widely used systems in each software category. But are they essentially the best fit for your organization’s special wants? A popular software application may have thousands of users, but does it present what you require? For this reason, do not blindly spend on popular systems. Read at least a few ReferenceEdge Customer Experience Management Software reviews and think about the factors that you desire in the software such as the fees, main features, available integrations etc. Then, select a few apps that fit your wants. Try out the free trials of these platforms, read online comments, get information from the maker, and do your research thoroughly. This in-depth groundwork is certain to assist you select the most excellent software platform for your firm’s unique requirements.
How Much Does ReferenceEdge Cost?
ReferenceEdge Pricing Plans:
Free Trial
ReferenceEdge
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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
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Negative Social Media Mentions
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We realize that when you make a decision to purchase a Customer Experience Management Software it’s important not only to find out how professionals evaluate it in their reviews, but also to check whether the actual clients and businesses that purchased these solutions are indeed content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and ReferenceEdge reviews across a vast range of social media sites. The information is then featured in a simple to understand way indicating how many people had positive and negative experience with ReferenceEdge. With that information available you will be ready to make an informed buying 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?
- 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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