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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

Since businesses have special business needs, it is reasonable that they abstain from buying a one-size-fits-all, “perfect” business program. Just the same, it is futile to try to chance on such a software system even among widely used software products. The reasonable step to do is to spell out the different major factors which necessitate examination including key features, packages, technical skill aptitude of staff, organizational size, etc. Thereafter, you should follow through your product research through and through. Have a look at these ReferenceEdge analyses and check out each of the applications in your shortlist in detail. Such comprehensive research can make sure you keep away from ill-fitting apps and select the one that includes 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 considering ReferenceEdge it may also be beneficial to examine other subcategories of Customer Experience Management Software gathered in our base of B2B software reviews.

There are well-liked and widely used solutions in each software group. But are they essentially the best fit for your company’s unique needs? A trendy software application may have thousands of users, but does it provide what you need? For this reason, do not blindly shell out for popular systems. Read at least a few ReferenceEdge Customer Experience Management Software reviews and consider the factors that you desire in the software such as the price, main tools, available integrations etc. Then, choose a few solutions that fit your wants. Try out the free trials of these products, read online comments, get explanations from the vendor, and do your research meticulously. This exhaustive groundwork is sure to assist you find the most excellent software application for your firm’s unique wants.

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 realize that when you decide to get a Customer Experience Management Software it’s important not only to learn how professionals score it in their reviews, but also to check if the real users and enterprises that purchased these solutions are genuinely content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and ReferenceEdge reviews across a vast array of social media sites. The information is then featured in an easy to understand form revealing how many customers had positive and negative experience with ReferenceEdge. With that information at your disposal you should be ready 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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