ReferenceEdge Reviews & Product Details

This tool is native to Salesforce, which means it operates right where my Sales, Customer Success, and Marketing teams already work. I find it user-friendly, and the out-of-the-box features made my onboarding process much smoother and set me up for early success. The implementation team was fantastic—the timeline they outlined was clear, and the support they provided throughout was truly impressive. My Salesforce admin let me know that it was very ease to integrate the tool into our instance of Salesforce. Review collected by and hosted on G2.com.

I have no complaints. Having previously been a ReferenceEdge customer, I took the time to research thoroughly before deciding to purchase the tool again. In my experience, they are the best in the market. Review collected by and hosted on G2.com.

We use ReferenceEdge as our single source of truth for everything related to customer references. I really like how all of our customer reference content is stored there, making it easy to find the right content quickly. What I like most is the amount of time it saves our team. It used to take days to find the right customer references, but now it only takes minutes/seconds with ReferenceEdge. The fact that it is customizable allows us to add the relevant filters to find exactly what we're looking for. We also improved the search feature, so users can get quite granular for specific needs. Using ReferenceEdge within our Salesforce environment makes it easy to create custom reports when needed. Review collected by and hosted on G2.com.

It would be great if the tool could highlight exactly where in the asset their specific search term populates. ReferenceEdge will populate which assets contain a specific keyword, but it won't highlight where within that assets the specific keyword appears. It would be great if that could be called out or highlighted more prominently to save time so users don't have to manually search where their specific keywords is mentioned in the asset. Review collected by and hosted on G2.com.

Great product and great people! They set you up for success with their tool kits. When they make meaningful changes, they include their customers in the process and are always asking for feedback. Since ReferenceEdge lives inside Salesforce the ability to showcase metrics is as easy as setting up a dashboard. This can then be customized for specific teams within our organization. We also have the ability to add relevant filters that enable our teams to self-serve and find the most impactful reference for their request. Review collected by and hosted on G2.com.

There is nothing at this time that I dislike. Review collected by and hosted on G2.com.

ReferenceEdge makes it very easy for Sales, PMK and DG stakeholders to search for customer testimonial content and request customers for reference activities. Also, since ReferenceEdge is Salesforce native, account owners can nominate a customer to participate in reference activities DIRECTLY w/in Salesforce -- without requiring them to disrupt their workflow by nominating via another app or email.

In addition, we are super excited about the platform’s ability to track content engagement levels PLUS content impact on revenue attainment. Since content is shared via our company-branded microsite directly to a prospect when a sales rep is in the Opportunity page, click/opens are tracked.

Also, when a reference/testimonial-influenced deal closes, we can map revenue attainment to that asset. This helps us measure the sales impact of different types of content, which gives us valuable insight into the type of content we should be creating vs. not creating.

From a customer support perspective, our CSM Alison is AMAZING! Not only is she knowledgeable, responsive and efficient...she is super friendly and patient. She will also do whatever she can to help move things along. It’s clear she truly cares about the success of her customers. Review collected by and hosted on G2.com.

It’s hard to come up with any downsides. I would just say that any company working with ReferenceEdge should have at least one person who can serve as the point person for the ReferenceEdge CSM and help manage the ReferenceEdge deployment/adoption, but I wouldn’t view that as a downside. Review collected by and hosted on G2.com.

ReferenceEdge is an excellent tool for tracking the impact of reference activity on business outcomes. The ability to clearly see the financial influence that references have on bookings and pipeline contribution is extremely valuable, especially when advocating to leadership. I find ReferenceEdge straightforward and user-friendly. I use it daily in my role and found it simple to learn, but having a dedicated CSM has truly enhanced the experience. Jessica J has been incredibly helpful in teaching me new ways to use the tool, assisting with integration, and guiding me through reporting. Her support has made the entire process of using ReferenceEdge much smoother. The reporting features and Salesforce integration make it even easier to measure our impact. Overall, I really enjoy using this tool! Review collected by and hosted on G2.com.

The implementation process can occasionally be time-consuming, and there are certain limitations to what we are able to accomplish. I find the manual aspects somewhat frustrating and believe the system could benefit from greater automation, though I understand this also depends on how each organization utilizes it. Additionally, locating it within Salesforce can be challenging, particularly for sellers. I also don't like how a request isn't counted unless it has an account associated. If it stays "unspecified" it doesn't count in the reporting against reference requests. I think sometimes this skews the data as it doesn't accurately show how many requests were made. The tagging capabilities in ReferenceEdge can also be challenging to use. Review collected by and hosted on G2.com.

I love the power of ReferenceEdge and the time savings it provides. The program is designed to manage various aspects of a reference and advocacy program. It helps with nominating customers as references, tracking workflows for projects, storing and sharing content, and presenting a customized dashboard for leadership. I no longer need spreadsheets to manage my work. The support from my account director is wonderful; she answers questions, suggests solutions, and helps me brainstorm. She makes me feel like I have a partner rather than being alone. The initial setup took a bit of time due to the program's complexity, but it was made easy and efficient with my account director's help. I have never felt as supported by any other vendor. Review collected by and hosted on G2.com.

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Sara Horle is one of the best aspects of Reference Edge. She has been a stellar account manager for us, without whom we'd be much further behind in our program development. Since rolling out Reference Edge three months ago, our reference program has significantly stabilized. Sellers better understand how the program can benefit them, and they more easily consume available resources. The automation built into RefEdge has allowed the team to proactively build the reference pool and also chase after opportunities. We're excited and optimistic to see what else we can do with RefEdge as our program matures. Review collected by and hosted on G2.com.

The major dislike I have is that the built in calendar collaboration tool does not send a meeting link to the customer and prospect. That's a big miss. We have opted to using the Scheduling Poll in Outlook, which means we don't use the email functionality within Reference Edge. Review collected by and hosted on G2.com.

Our overall experience with Reference Edge has been amazing. Everything we aimed to achieve through this collaboration is being met seamlessly. A major reason for our continued trust in the platform is Sonya Whelan— she is truly exceptional. Always on top of our requirements, incredibly responsive, and consistently supportive, she has made working with RefEdge smooth and effective.

The latest release has significantly improved the usability of the platform, and her proactive updates and hands-on assistance — especially when navigating reports — have been invaluable. Her guidance always leads to the best outcomes. Honestly, she’s the best support we’ve had from RefEdge, and a huge reason behind our positive experience. Review collected by and hosted on G2.com.

There’s nothing specific to point out at this time. So far, we’ve had a great experience with the Reference Edge platform and their team — everything has been smooth, responsive, and well-supported. Review collected by and hosted on G2.com.

I would say the ease of navigation and overall organization makes the day to day tasks simple. It is a massive improvement from the old days of sifting spreadsheet! Review collected by and hosted on G2.com.

I have no pains with it, Its always up and running and the support from the team is unmatched Review collected by and hosted on G2.com.

We’ve been using ReferenceEdge for over 4 years, and as its a Salesforce-native integration has been a game-changer. It centralizes all customer advocacy information, making it easy to track any reference participation and ensuring we have full context when reaching out. The platform allows us to track real-time data, such as the impact customer references have had in supporting closed deals with sales teams. This also helps us avoid advocate overuse, recruit new program members, and effectively measure program performance.

On top of that, the service we receive from our assigned Account Director has been outstanding. Their availability, willingness to assist, and proactive approach have been key in helping us reach all of our internal objectives. They are always ready to help, offering valuable insights and support when needed. Review collected by and hosted on G2.com.

There’s very little to dislike about ReferenceEdge. The platform is powerful and generally easy to use, though, like any tool, there could be a slight learning curve during the initial setup phase. Additionally, some users might find the wealth of features overwhelming at first, but once the system is set up, it becomes intuitive and efficient. Review collected by and hosted on G2.com.