ReferenceEdge Review

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.

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

Since businesses have specific business wants, it is only wise that they abstain from preferring a one-size-fits-all, “perfect” software product. Nevertheless, it would be almost impossible to discover such a software system even among popular software solutions. The best thing to undertake can be to write down the different main aspects that entail deliberation including critical features, packages, technical skill levels of the users, company size, etc. The second step is, you must follow through your product research fully. Browse through some ReferenceEdge review articles and scrutinize the other software options in your shortlist more closely. Such well-rounded research ensures you keep away from unfit apps and subscribe to the system that has all the features you require business requires to realize efficiency.

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 might also be a good idea to analyze other subcategories of Customer Experience Management Software listed in our base of SaaS software reviews.

Since each organization has specific business wants, it is prudent for them to refrain from looking for a one-size-fits-all ideal software system. Needless to say, it would be useless to try to find such an app even among market-leading software applications. The smart thing to do would be to list the various essential aspects that need consideration such as key features, finances, skill levels of employees, company size etc. Then, you should do your homework thoroughly. Read some ReferenceEdge Customer Experience Management Software reviews and check out each of the other apps in your shortlist in detail. Such comprehensive homework can make sure you reject ill-fitting systems and choose the solution that presents all the elements you require for business success.

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

Positive Social Media Mentions 0
Negative Social Media Mentions 0

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


  • 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

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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

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Reviewed By Jenny Chang
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