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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

Keeping in mind businesses have their own business wants, it is wise they steer clear of settling on an all-in-one, “perfect” software system. Be that as it may, it is hard to try to stumble on such an app even among sought-after software systems. The logical step to do should be to write the several main factors that require careful thought including major features, costing, technical skill aptitude of staff, organizational size, etc. Next, you must perform the product research exhaustively. Go over some of these ReferenceEdge analyses and scrutinize each of the software solutions in your list more closely. Such comprehensive research guarantee you avoid poorly fit applications and pay for the system that provides all the aspects your business requires.

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 a good idea to investigate other subcategories of Customer Experience Management Software collected in our base of SaaS software reviews.

Enterprises have unique needs and requirements and no software platform can be perfect in such a situation. It is useless to try to find a perfect off-the-shelf software system that fulfills all your business wants. The wise thing to do would be to customize the solution for your specific needs, employee skill levels, finances, and other factors. For these reasons, do not hasten and pay for well-publicized leading systems. Though these may be widely used, they may not be the best fit for your particular needs. Do your research, investigate each short-listed system in detail, read a few ReferenceEdge Customer Experience Management Software reviews, contact the vendor for clarifications, and finally settle for the product that provides what you need.

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 choose to buy a Customer Experience Management Software it’s important not only to find out how experts rank it in their reviews, but also to check if the actual people and enterprises that purchased it are indeed content with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ReferenceEdge reviews across a vast range of social media sites. The information is then featured in an easy to understand way showing how many people had positive and negative experience with ReferenceEdge. With that information at your disposal you should be equipped to make an informed buying decision 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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