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ReferenceEdge

Score10 out of 10

3 Reviews and Ratings

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What is ReferenceEdge?

ReferenceEdge is a cloud-based customer reference management software designed to make managing and tracking reference requests more efficient for B2B companies. With ReferenceEdge, users can streamline their processes by automating the reference request workflow and tracking reward points earned by customers who complete reference activities, all from a central location within Salesforce.

Not only does ReferenceEdge increase sales efficiency with its automated processes, but it also provides valuable insights into customers through extensive reporting tools and dashboard charts. And since ReferenceEdge was purpose-built for Salesforce, it allows users to easily manage their entire reference program without switching between different platforms.

ReferenceEdge is ideal for B2B companies that have 50 or more salespeople selling complex products with relatively long sales cycles of 60 days or more. Whether it's organizing peer-to-peer reference requests using Salesforce Chatter or tracking closed/won reference opportunities to gain new references, ReferenceEdge offers an all-in-one solution for any B2B company looking to improve its success rate in converting leads into deals.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features ReferenceEdge has to offer, as determined by TrustRadius' reviewers.
Based on 3 ratings of ReferenceEdge's features
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Top Performing Features

  • Referral Management

    Management tools for tracking current clients and potential referrals, as well as analyzing lead to referral conversions.

    Category average: 4.7

  • Rewards Program

    Assemble and customize your advocacy software’s referral incentivization by using rewards program features.

    Category average: 6.8

  • Reference Request Automation

    Automate the process of generating leads, requesting referrals, and rewarding users to efficiently promote your brand.

    Category average: 9.1

Areas for Improvement

Reviews

What users are saying about ReferenceEdge.
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Full functionality, strategic support, top value

Incentivized
Verified User
Manager in Marketing (1001-5000 employees employees)

Use Cases and Deployment Scope

Organizes complex, matrixed customer reference/ advocacy data so we can see our customer engagement from multiple angles and maximize value for both the customer and our company. Integration with Salesforce eliminates duplication, ensures consistency, and encourages user adoption. ReferenceEdge's full customer view enables strategic customer engagement and internal expectation management.

Pros

  • Simplifies and streamlines complex matrixed customer information
  • Enables strategic engagement through easy access to customer reference accounts, contacts, content, and activities they've participated in as well as are interested in participating in
  • Cross-company adoption and visibility through native Salesforce integration
  • Load balancing and protection from over-use/ burnout - critical.

Cons

  • Ability to pre-populate a 'win wire' with deal info from SF. I believe this is being developed now.
  • Standard organization of 'attributes' so it's easier to break out that report column into per-attribute columns.
  • I like that they have an active Trello board for user suggestions and incorporate requests with each update.

Return on Investment

  • Faster access to critical customer references
  • 360 degree view of customer engagement
  • Full visibility through comprehensive pre-built reports

Alternatives Considered

SlapFive Customer Marketing Software