Full functionality, strategic support, top value
January 17, 2024
Full functionality, strategic support, top value
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ReferenceEdge
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.
- 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.
Do you think ReferenceEdge delivers good value for the price?
Yes
Are you happy with ReferenceEdge's feature set?
Yes
Did ReferenceEdge live up to sales and marketing promises?
Yes
Did implementation of ReferenceEdge go as expected?
Yes
Would you buy ReferenceEdge again?
Yes