Full functionality, strategic support, top value
Organizes complex, matrixed customer reference/ advocacy data so we can see our customer engagement from multiple angles and maximize …
Starting at $4.50 per month per user
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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...
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- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $4.50 per month per user
Product Details
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- Integrations
- Tech Details
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.
ReferenceEdge Integrations
ReferenceEdge Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
ReferenceEdge streamlines the reference management process allowing users to focus on follow-up, resulting in time savings and increased productivity. Users can track reference requests and create marketing assets and events, resulting in better organization and linking sales goals. The tool provides a centralized location to input customer data and notes, helping users communicate references to parties in need.
The implementation team at ReferenceEdge is responsive and ensures a positive experience throughout the process. Users have praised ReferenceEdge for enabling them to quantify the value of their reference program by measuring its impact on revenue. The tool is flexible and allows users to update filters quickly to align with business needs. It automates the reference process and prevents overuse of references while generating a pipeline of reference customers.
ReferenceEdge gives sales teams insight into happy customers' preferences, improving their ability to understand them better, win more business, and showcase their satisfaction effectively. The tool's smart features provide seamless reporting through Salesforce, scalability via self-service options, and an intuitive interface. Thus ReferenceEdge simplifies reference sourcing workflows while also giving users visibility into revenue influenced by client references. These use cases make ReferenceEdge an excellent choice for businesses of any size looking for a reliable platform that helps them manage their reference program efficiently.
Seamless Integration: Reviewers have praised the seamless integration of ReferenceEdge with Salesforce. This has eliminated the need to sync data and keeps reference information in one place, making it easy for users to access necessary data efficiently.
Exceptional Customer Support: Multiple reviewers have stated that ReferenceEdge's customer success team and account management team provide exceptional support, demonstrating their commitment to helping users get the most out of the software.
Streamlined Reference Process: Many reviewers have highlighted how ReferenceEdge streamlined their customer reference process, making it easy to manage requests and track engagements. The ability to link an activity with a sales opportunity was also cited as a valuable feature.
Difficult Deployment: Some users have expressed that the deployment process of ReferenceEdge is time-consuming and manual, requiring a dedicated team of experts. Several reviewers shared that this has caused them inconvenience.
Clunky User Interface: The user interface of ReferenceEdge has been criticized by some users for being clunky and difficult to navigate. According to several reviews, this has caused frustration during use.
Specific Reporting Areas: Some users have noted that some reporting areas in ReferenceEdge are specific to organizations and cannot be easily added without workarounds. This issue was mentioned by multiple reviewers as a significant drawback.
Reviews
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January 17, 2024
Full functionality, strategic support, top value
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.
- 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.
- 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.
50%
5.0
- Faster access to critical customer references
- 360 degree view of customer engagement
- Full visibility through comprehensive pre-built reports
We also evaluated ReferenceView from ROInnovation/ Upland.
ReferenceEdge from Point of Reference was lower cost for complete functionality, plus their ongoing support model is second to none.
SlapFive has great video functionality, which we may use at some point, but isn't a customer reference/ advocacy management platform. And its comprehensive marketing functionality was more than our team needed.
ReferenceView was a failure, unfortunately. Way more expensive. limited functionality, and an abysmal support model.
ReferenceEdge from Point of Reference was lower cost for complete functionality, plus their ongoing support model is second to none.
SlapFive has great video functionality, which we may use at some point, but isn't a customer reference/ advocacy management platform. And its comprehensive marketing functionality was more than our team needed.
ReferenceView was a failure, unfortunately. Way more expensive. limited functionality, and an abysmal support model.