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ReferenceEdge REVIEW

Customer Experience Management Software

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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.

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.

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

Position of ReferenceEdge in our main categories:


ReferenceEdge is one of the top 100 Customer Experience Management Softwareproducts


ReferenceEdge is one of the 100
Customer Experience Management Software products

If you are considering ReferenceEdge it might also be a good idea to examine other subcategories of Best Customer Experience Management Software listed in our base of SaaS software reviews.

It's essential to realize that hardly any app in the Customer Experience Management Software category is an ideal solution able to meet all the goals of different company types, sizes and industries. It may be a good idea to read a few ReferenceEdge reviews first as specific software may perform well exclusively in a really small set of applications or be created with a really specific industry in mind. Others may operate with an intention of being easy and intuitive and therefore lack complex elements welcomed by more experienced users. There are also solutions that cater to a wide group of customers and give you a rich feature set, but that in most cases comes at a higher price of such a software. Make sure you're aware of your requirements so that you purchase a solution that has all the features you look for.

How Much Does ReferenceEdge Cost?

ReferenceEdge Pricing Plans:
Free trial
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

We realize that when you make a decision to buy Customer Experience Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ReferenceEdge reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ReferenceEdge. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are ReferenceEdge pricing details?

ReferenceEdge Pricing Plans:
Free trial
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.

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

User reviews

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