# ReferenceEdge Reviews **Vendor:** Point of Reference **Category:** [Customer Advocacy Software](https://www.g2.com/categories/customer-advocacy) **Average Rating:** 4.6/5.0 **Total Reviews:** 48 ## About ReferenceEdge ReferenceEdge is a 100% Salesforce-native customer advocacy management solution built to help B2B teams scale and streamline their advocacy programs. It centralizes customer advocate data and advocacy assets—including case studies, videos, logos, testimonials, and reference contacts—within Salesforce. ReferenceEdge automates the customer reference management process, making it easy to search for advocates, manage reference requests, and coordinate calls—while reducing manual work and response times. The platform also helps teams recruit new advocates, keep information up to date, measure program performance, and prevent advocate overuse. Available on the Salesforce AppExchange, ReferenceEdge integrates seamlessly with existing Salesforce workflows. Explore our AppExchange listing to learn more and read customer reviews. ## ReferenceEdge Pros & Cons **What users like:** - Users commend the **exceptional customer support** from ReferenceEdge, highlighting engaged and knowledgeable CSMs like Alison. (12 reviews) - Users rave about the **ease of use** of ReferenceEdge, simplifying daily tasks and enhancing overall productivity. (9 reviews) - Users value the **effective review management** of ReferenceEdge, appreciating its centralized approach and excellent support from account directors. (6 reviews) - Users value the **efficient tracking of customer advocacy** with ReferenceEdge, enhancing their outreach and program management capabilities. (6 reviews) - Users appreciate the **helpful support** from ReferenceEdge's team, enhancing their experience and tool effectiveness significantly. (5 reviews) - Customer Satisfaction (4 reviews) - Users appreciate the **customized dashboards** of ReferenceEdge, which enhance their ability to track and manage reference activities efficiently. (4 reviews) - Easy Setup (4 reviews) - Integrations (4 reviews) - Users appreciate the **excellent reporting capabilities** of ReferenceEdge, enhancing their ability to track and manage references effectively. (4 reviews) **What users dislike:** - Users find the **UI challenging and outdated** , impacting overall navigation and user experience. (3 reviews) - Users find the **implementation process overwhelming** , as it can be time-consuming and frustrating due to manual aspects. (2 reviews) - Users experience **frequent software bugs** requiring workarounds, complicating workflows and affecting overall product effectiveness. (2 reviews) - Users advise against enabling opportunity attributes due to potential **customer confusion** and unnecessary complexity in the system. (1 reviews) - Users face **filtering issues** with ReferenceEdge, complicating requests and affecting data accuracy and reporting outcomes. (1 reviews) - Inaccurate Analytics (1 reviews) - Users may face a **slight learning curve** during initial setup, which can be somewhat overwhelming at first. (1 reviews) - Limited Automation (1 reviews) - Limited Functionality (1 reviews) - Users find the **limited rewards system** frustrating, as it complicates point tracking and redemption processes. (1 reviews) ## ReferenceEdge Reviews ### 1. Great Tool for an Advocacy and Reference Program **Rating:** 5.0/5.0 stars **Reviewed by:** Alyse C. | Director, Customer Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** December 31, 2025 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge enables us to govern, scale, and measure customer advocacy—protecting customer relationships while directly accelerating pipeline and renewals. It builds trust externally by respecting customer time and commitments, and internally by enabling accurate, timely, and reliable reference fulfillment. ### 2. Fast, Accurate Prospect References That Align with Clients **Rating:** 5.0/5.0 stars **Reviewed by:** Joe W. | Major Accounts District Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2026 **What do you like best about ReferenceEdge?** Finding references for a prospect that best aligns with the client is straightforward. The speed at which we receive the reference makes the whole process substantially better and more efficient. **What do you dislike about ReferenceEdge?** It can be difficult to find the exact industry you need when you also have to match it with a specific employee count and region. However, I know they are growing the database everyday! **What problems is ReferenceEdge solving and how is that benefiting you?** Potential clients need to feel trust and confidence in ADP, and giving them the chance to hear directly from satisfied clients is a crucial part of the sales process. ### 3. Streamlined Customer Reference Management **Rating:** 4.5/5.0 stars **Reviewed by:** Justin W. **Reviewed Date:** January 02, 2026 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** I use ReferenceEdge as a single source of truth for customer references, quickly finding content to close deals. It saves our team days by reducing search time to minutes/seconds. The customizable filters and improved search feature allow for granular queries, enhancing efficiency. ### 4. Excellent Support and Customizable Metrics Inside Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa K. | Customer Advocacy Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** There is nothing at this time that I dislike. **What problems is ReferenceEdge solving and how is that benefiting you?** Provides one source of truth for all advocacy activity. Helps us showcase the value of our advocates without having to use spreadsheets. I look forward to exploring their AI features ### 5. Salesforce-native Customer Advocacy Platform Streamlines Reference Searches/Tracks Revenue Influence **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer M. | Customer Advocacy Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 28, 2025 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge has enabled our small team to become much more efficient w/regard to testimonial/reference search requests. The platform has also helped us streamline the nomination/reference request process overall. Further, as we seek ways to measure content/reference impact on business success, ReferenceEdge’s ability to track customer content/reference impact on revenue is making a big difference in that area. The ReferenceEdge implementation and deployment is also very straightforward…and cost-effective! ### 6. Empowers Impact Tracking with Seamless Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 08, 2026 **What do you like best about ReferenceEdge?** 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! **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** This tool addresses the challenge of measuring the impact of references on sales opportunities. It also establishes a well-organized repository of customers participating in the program. The integration with Salesforce enhances overall program management and ensures everything stays connected. Personally, I find the benefits especially valuable for reporting, managing requests, and accurately tracking how frequently customers are involved in various activities. ### 7. Revolutionized Our Reference Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** n/a **What problems is ReferenceEdge solving and how is that benefiting you?** I use ReferenceEdge for organizing customer reference and advocacy activities. It offers easy access, saves time, and eliminates the need for spreadsheets. The program manages all projects, stores and shares content, and provides a customizable dashboard, making it very efficient. ### 8. Simplifies Program Management **Rating:** 5.0/5.0 stars **Reviewed by:** Paul W. | Director, Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** Need for automation. Reporting of references used and opportunities closed/won. We needed more free time for customer outreach and to pursue deals that needed a reference. ### 9. Exceptional Support & Seamless Experience with ReferenceEdge! **Rating:** 4.5/5.0 stars **Reviewed by:** Barnali D. | Customer Reference Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** Reference Edge is helping us efficiently manage and scale our customer reference program. It streamlines the process of identifying, tracking, and leveraging customer advocates, which used to be time-consuming and manual. The platform allows us to match the right references quickly, track usage, and maintain visibility across teams. This has improved internal collaboration, reduced turnaround times, and ultimately helped us showcase our customer success stories more effectively. ### 10. Effortless Navigation and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Mackenzie B. | Customer Advocacy Strategist, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about ReferenceEdge?** 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! **What do you dislike about ReferenceEdge?** I have no pains with it, Its always up and running and the support from the team is unmatched **What problems is ReferenceEdge solving and how is that benefiting you?** Tracking revenue influenced keeping tabs on who's using what references and really overall ability to find everything you need in one central location is incredible. ### 11. A Game-Changer in tracking Customer Advocacy and its impact **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about ReferenceEdge?** 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. **What do you dislike about ReferenceEdge?** 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. **What problems is ReferenceEdge solving and how is that benefiting you?** Track real-time data about the impact customer references have had in supporting closed deals with sales teams, avoid advocate overuse, recruit new program members, and effectively measure program performance. ### 12. A Must-Have Platform for Scalable Reference Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** April 24, 2025 **What do you like best about ReferenceEdge?** I've been using ReferenceEdge for over five years and brought it to my current organization to enhance and streamline our reference process. I highly recommend it to any company looking for a robust and reliable reference management platform. The support we’ve received from the ReferenceEdge team has been outstanding. Our account director, Andrea, has been a fantastic partner—she’s incredibly knowledgeable, always helpful, and truly invested in our success. From custom reports to dashboard enhancements, her insights and recommendations have helped us take our program to the next level. We’ve recently started using the Events feature, and I’m impressed by the ability to track attendee engagement and report on revenue influence. It’s been a valuable addition to our toolkit. Overall, ReferenceEdge has become an essential part of our reference strategy, and the level of support we receive makes a huge difference. **What do you dislike about ReferenceEdge?** I’d love to see more self-service functionality—especially for tasks like adding or removing users—so we wouldn’t have to rely so heavily on our business applications team for routine updates. I’m also looking forward to any upcoming UI improvements. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge addresses several key needs within our customer advocacy organization. It helps us efficiently manage reference requests and nominations, while also tracking a wide range of advocacy activities our customers participate in—such as case studies, speaking engagements, interviews, and more. It's a powerful tool for keeping everything organized and running smoothly. ### 13. ReferenceEdge has everything you need to run a reference program **Rating:** 4.5/5.0 stars **Reviewed by:** Lizzie A. | Senior Customer Advocacy Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about ReferenceEdge?** The customer service we receive is top tier. Our account manager is extremely knowledgeable and helpful. Whenever I have a question or new scenario I want to build out, she is very hands on, proactive and always finds me answers quickly. **What do you dislike about ReferenceEdge?** The admin side of the software isn't always very intuitive. It can sometimes be time consuming or tricky to find what I'm looking for. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge provides us with a native Salesforce solution that our AEs and CSMs can easily use to nominate and request customer references. This prevents us from having to manually track all customer references and their activity. It also ensures we are not overusing any references. ### 14. Excellent Product and True Partnership! **Rating:** 5.0/5.0 stars **Reviewed by:** Martha C. | Customer Programs Manager, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about ReferenceEdge?** I've used ReferenceEdge for 4+ years in two different organizations and I recommend it to anyone looking to automate and scale their customer advocacy program. Most important, working with the Point of Reference team feels like a true partnership. This is essential to the success of any software implementation. The meetings with our account director are my favorite, she guides us through technical challenges as well as strategic planning to sustain a successful program! **What do you dislike about ReferenceEdge?** We use the gamification feature in ReferenceEdge where customers and internal users earn points to exchange for benefits. It would be easier if customers had direct access to manage their points balance. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge manages all customer advocacy participation for us including sales, marketing, and product feedback initiatives. This consolidated view allows us to identify our most engaged advocates and provides the opportunity to recognize them as such. The self-serve peer-to-peer reference request/approval model frees up time for our team to focus on strategy and improvements to the program. One feature I find very useful is the content repository, the ability to link existing customer content to the reference profiles is a convenient way to see all the information available to make an informed decision. The customer/user points feature provides a way to offer tangible benefits back to both internal and external customers for their loyalty and support The wide range of reports and dashboards available help promote the impact the program has to the bottom line, i.e. the revenue infuenced by sales among others. ### 15. Lots of functionality for reference programs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about ReferenceEdge?** The ability to have everything in one place - reference accounts, content, etc and to easily filter options. The reporting options make tracking and sharing wins easy. Support is always super helpful! **What do you dislike about ReferenceEdge?** Sometimes requires a lot of manual work to maintain accurate and up to date profiles, depending on the involvement of all users. The platform does a lot but I feel that comes at the expense of how easy it is to use and get familiar with. **What problems is ReferenceEdge solving and how is that benefiting you?** finding and matching references for sales calls ### 16. Streamlined Reference Tracking with Great Account Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** April 11, 2025 **What do you like best about ReferenceEdge?** My favorite part of using Reference Edge is the outstanding support we receive from our account manager, Andrea. She consistently goes above and beyond to ensure we’re making the most of the platform’s capabilities. She’s always willing to put in extra time to support us, making our lives easier and helping us better manage our references. I also really value the reporting capabilities and custom dashboards we’ve built, which help us track reference activities like events, case studies, and revenue influenced by reference calls. **What do you dislike about ReferenceEdge?** One improvement I’m excited about an upcoming UI/UX update—the current interface feels a bit outdated, and a refreshed experience could make navigation smoother. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge helps me efficiently manage, track, and scale our customer reference program while providing clear visibility into revenue impact. ### 17. Forget the spreadsheets and use RefEdge! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about ReferenceEdge?** The customer success reps I have worked with are always so engaged, helpful and personable. My current CSM understands our business processes and culture and is able to help us tailor our reports and process to fit our needs. **What do you dislike about ReferenceEdge?** If your data isn't all centralized, it's harder to search for specific attributes when requesting a sales reference. That is not so much a RefEdge issue as it is a company data clean up issue. **What problems is ReferenceEdge solving and how is that benefiting you?** We are able to track our customer advocacy activities, how much ACV they impact, reward our customers based on their activities, and internally celebrate our AE's and CSM's for helping build our best advocates. The data in RefEdge is also shown in Tableau reports where we can see the impact of advocacy in the broader marketing metrics and dashboards. This allows us to have a seat at the table and prove the value of our customer marketing programs. ### 18. Great Reference Management Platform w/ A+ Customer Support! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about ReferenceEdge?** I have been managing our Reference Edge platform for last 9 months. When I was first introduced to RefEdge, it was super easy to use - right off the bat I could see the value! Our customer support has been instrumental in helping standing up our platform with helping amping up our usage. Overall, it is a really great tool! **What do you dislike about ReferenceEdge?** As of right now, there is nothing that I dislike about ReferenceEdge! **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge is helping us better automate our reference call process by limiting AE to AE slacks/emails and instead automating this process all through RefEdge. We are successfully able to see the impact of revenue influenced by reference calls YoY (and will hopefully continue to see it grow)! ### 19. An extension of our team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about ReferenceEdge?** Their support and success team is a true extension of our team. Amanda comes to our calls with ideas and strategy, she is always forward-thinking and is persistent in her assistance with our overall team. I also enjoy how collaborative the product team is in taking into account ideas submitted. **What do you dislike about ReferenceEdge?** The UI can be intimidating, but as long as you are following along with your CSM you'll learn along the way! It's a very robust system. **What problems is ReferenceEdge solving and how is that benefiting you?** Streamlining our customer reference program ### 20. Great product and team! **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney P. | Customer Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2025 **What do you like best about ReferenceEdge?** Great product that helps streamline reference requests **What do you dislike about ReferenceEdge?** The UI could be a little more modernized over all **What problems is ReferenceEdge solving and how is that benefiting you?** Consolidates customer reference data within Salesforce, enabling efficient tracking and management of referenceable contacts and accounts. It also monitors usage for references to prevent overuse. ### 21. Point of Reference- a great vendor to partner with! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2024 **What do you like best about ReferenceEdge?** ReferenceEdge has a well-thought out workflow for the entire reference request lifecycle process. I especially appreciate the automation it provides so the reference pool can be grown at scale. Another great quality about the product is that it is Salesforce-native. So it feels like you're working right in Salesforce. **What do you dislike about ReferenceEdge?** The amount of patches they send out to fix bugs is a bit more frequently than we'd like. We also have to create workarounds in our workflow sometimes so the tool fits our processes .But that will always be the case with any piece of software since every organization's environment and processes are different. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge is providing our organization with a full reference request lifecyle- from the point of Sales/Marketing requesting a reference, to approve and declining others' reference requests, to confirming how the engagement went, etc. It also automates the proactive motion of getting Sales and Customer Success to confirm which of their customers are referenceable through a variety of campaign features. This tool allows us to support the ever-growing amount of advocacy needs of Sales and Marketing while also proactively grow our pool of references. ### 22. " Reference Process Simplified" **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about ReferenceEdge?** Their support and software have enabled our company to move from a very rudimentary process of securing a reference to a well-managed program. They are a customer-focused company, from the Account Director to top leadership. They listen to customer feedback and continually implement new feature functionality to improve the product. **What do you dislike about ReferenceEdge?** The UI doesn’t always seem to be intuitive. **What problems is ReferenceEdge solving and how is that benefiting you?** Took us from an manual to automated process. ### 23. Great Software, Great Company, Great Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Marsy Yesenia B. | Sales Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about ReferenceEdge?** TopBloc has been using ReferenceEdge since May 2022, and since then, we've seen our customer database grow by 300% and have doubled our revenue from customer references year over year. I love how user-friendly and powerful the tool is—it’s really helped us unlock the full potential of our customers' testimonials. But it’s not just the tool, it’s the whole experience. The ReferenceEdge team, especially my Account Director, Sonya, has been amazing. She’s always so helpful and goes above and beyond to ensure everything is running smoothly. Our weekly meetings have become a highlight for me! I highly recommend ReferenceEdge 100%! **What do you dislike about ReferenceEdge?** I would not recommend activating opportunity attributes. These settings might add unnecessary complexity, and without a clear strategy or immediate need, enabling them could cause more confusion than benefit. **What problems is ReferenceEdge solving and how is that benefiting you?** Capturing customer references Capturing revenue from references ### 24. ReferenceEdge is My Favorite Advocacy Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2024 **What do you like best about ReferenceEdge?** ReferenceEdge makes customer advocacy so much easier to manage. It allows for our sales teams to successful with the use of the references in RefEdge. Alongside that, RefEdge allows for us to track all of our marketing activities and keep track of important data on our advocates. Also, our CSM, Alison Stellar is absolutely AMAZING!! Whenever we are in need of support or guidance, Alison was always ready to assist and share her knowledge. I highly recommend Alison to be your CSM if you're thinking of getting RefEdge! **What do you dislike about ReferenceEdge?** Nothing! I have nothing negative to say about ReferenceEdge. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge is helping us solve the lack of support that Sales was receiving with closing out deals. ReferenceEdge is allowing us to help provide Sales with referenceable advocates to help close out deals. It's also helping us keep track of all of our marketing activities and ensuring we don't overuse advocates. ### 25. Identify references quickly to accelerate sales motions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about ReferenceEdge?** The software allows you to customize profiles to align with your company's solutions, products, use cases, etc. That is critical to capturing the right information for GTM to easily identify references for their customers. I also love the account managers - all great. This is the third time I have used ReferenceEdge, and their account relationship managers and leadership care about your success. **What do you dislike about ReferenceEdge?** Customizations are often not easy, but Point of Reference is open to them if they are also a priority for other users. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge is solving the need for GTM to easily identify reference customers based on requirements from their own prospects/users. By leveraging the references during RFPs, references calls, etc, they can accelerate their sales cycles and improve win rates. Marketing colleagues can also leverage ReferenceEdge to identify reference customers for critical analyst evaluations, speaker opportunities, media, etc. to enhance our overall market leadership and brand awareness. If they win, I win, and most importantly, our customers and company win. ### 26. Great tool, great support! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa H. | Customer Reference Program Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2024 **What do you like best about ReferenceEdge?** ReferenceEdge has everything we need in one tool! As the admin, I can manage all our reference accounts and content, create reports and dashboards to measure our progress, and manage the request process from beginning to end. Sales and marketing users can easily search through our reference content, nominate customers to become references, identify relevant reference accounts, and submit requests – all without leaving Salesforce! Plus, its extensive feature list provides essential core functionality, along with the flexibility to customize the system and workflows to meet our specific needs. **What do you dislike about ReferenceEdge?** I haven't encountered any downsides with ReferenceEdge. **What problems is ReferenceEdge solving and how is that benefiting you?** Before ReferenceEdge, we managed everything manually. E.g., Reference requests and nominations were managed via email, reference content and usage were tracked in a spreadsheet, etc. ReferenceEdge enables us to mange our entire reference program, automate our processes, and track our results—saving us time, improving our data integrity and enabling us to accurately measure outcomes. ### 27. Salesforce native and easy to use for account owners **Rating:** 4.5/5.0 stars **Reviewed by:** Theresa H. | Senior Customer Advocacy Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about ReferenceEdge?** Moving from a spreadsheet to an RMS like ReferenceEdge helped increase our awareness of customer advocates and monitor the activities that our advocates participate in. Being salesforce native made it a seemless integration into our crm. The process for account owners to find and approve peer to peer calls is easy to use and understand. **What do you dislike about ReferenceEdge?** It can be a little clunky on the reference/customer advocacy teams in terms of tracking activities, but we've also only tapped the surface of what they system can do. As we utilize the system fully, I'm sure the clunkiness will be less of an issue. **What problems is ReferenceEdge solving and how is that benefiting you?** Improved tracking and increasing our customer advocates. We went from 13% of our customers becoming advoctes to well over 20%. The ability to track all activities allows us to report out on the # of activities our advocates participate and hopefully help illustrate that an engaged customer is a happy customer willing to expand and renew. ### 28. Great and scalable reference tool! **Rating:** 5.0/5.0 stars **Reviewed by:** MaryAnn R. | Customer Advocacy Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 03, 2024 **What do you like best about ReferenceEdge?** ReferenceEdge has helped us go from a program that was difficult to use and impossible to report on to knowing exactly when and how our Sales team uses the program and the direct ROI of our references. The tool is very easy for our sellers to leverage and we've been able to make quite a few customizations to make it work even better for our organization. We've been able to use this tool to support not only reference management but also content sharing for things like case studies and quotes. The support we get from RefEdge is fantastic, they're very receptive to product enhancement ideas and are always making improvements. Our business systems team helps us manage the backend of ReferenceEdge and continuously raves about the positive experience of working with ReferenceEdge. Their product releases are always comprehensive and easy for the team to implement. Working with this vendor has been the ideal experience for our team! **What do you dislike about ReferenceEdge?** I'll be honest, I can't think of a downside to ReferenceEdge! **What problems is ReferenceEdge solving and how is that benefiting you?** Prior to ReferenceEdge we didn't have insights into the utilization of our reference program. The software allows us to put very specific usage limits on references, tailored to the preferences of our customers. It's a very clear and simple process on the user side when requesting references. ### 29. ReferenceEdge helps streamline our processes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 18, 2024 **What do you like best about ReferenceEdge?** Automated approvals from account owners; easier tracking of the number of referable customers; referencability types contact is able to participate in; great customer support; continuous, open dialogue related to platform improvements **What do you dislike about ReferenceEdge?** Limitations to point tracking and redemption and award issuance; several steps involved in managed workflow for reference managers; bug fixes in between upgrades; the activity date logic **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge is helping us solve for the management of reference process for our large customer base. ### 30. Streamlines the reference request process creating great value for the company **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer E. | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2024 **What do you like best about ReferenceEdge?** ReferenceEdge is a Salesforce app that is a seamless transition between the two platforms. It enhances the efficiency as it doesn’t feel like another system to learn. The customization options allows us to tailor the configuration to our needs. Point of Reference is committed to customer satisfaction by seeking feedback and implementing enhancements to meet their needs. **What do you dislike about ReferenceEdge?** As this is an application within Salesforce, we are limited by constraints of the environment when it comes to user permissions and reporting. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge is a comprehensive solution for sales reference handling. It includes everything from nominating new references to enabling sales teams to search and request reference accounts, to gaining approval from our customer success team. This tool streamlines the entire process in a very self-serve way. ### 31. Feature-rich Customer Advocacy Tool with Great Salesforce Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2024 **What do you like best about ReferenceEdge?** ReferenceEdge enables sales teams and customer account managers to manage reference requests and recording reference use without using their core Salesforce screens. It's intuitive to use and requires very little training to get users up-to-speed. It's feature rich and I particularly like that it's fairly configurable to map to different reference program initiatives. The dashboards provide helpful metrics on the health of your customer advocacy program. The reference search capabilities are good and you can search on keywords as well as by your configurable filters. I like that I can configure and use manual attributes to add to accounts so I can build in reference use cases. The account team are great partners and really address and own any issues you have in ReferenceEdge. It feels that they are invested in the success of your advocacy program. **What do you dislike about ReferenceEdge?** The reference prospector features are a bit clunky but I believe it is on the roadmap to address and to enhance this aspect of the tool. **What problems is ReferenceEdge solving and how is that benefiting you?** 1) Having a centralized database of customer advocates 2) Having tracking of how customers have advocated for us over time with associated weighted reward points 3) Using the tool to manage reference approvals by the account owners 4) Providing reporting on influenced revenue 5) Providing data to ensure that we can appreciate our customer advocates 6) Providing program metrics so we can map our KPIs and goals 7) Tagging accounts with manual advocacy attributes so we can start to build out 'reference use cases'. ### 32. ReferenceEdge Review **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren J. | Enterprise (> 1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about ReferenceEdge?** The reference queue is easy to use, lays everything out simply and makes my job easier when I have every reference activity right in front of me. I am able to send notifications through ReferenceEdge to fulfill requests and having the ability to do it in ReferenceEdge on one platform is crucial to the success of our reference program. **What do you dislike about ReferenceEdge?** Not really anything - we have been pleased with our implementation. **What problems is ReferenceEdge solving and how is that benefiting you?** The surplus of reference requests we recieve would be impossible to manage without ReferenceEdge. Jessica Jackson (with ReferenceEdge) has been asbsolutely instrumental in the success of our implementation. We would not have the success of our system without her! ### 33. The attention/support has been phenominal **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 05, 2024 **What do you like best about ReferenceEdge?** Their team always listens to us and truly does everything in their power to help us achieve our desired outcomes. **What do you dislike about ReferenceEdge?** I think it could be a little more visually appealing for our end-users. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge helps us manage Advocacy data at scale and track revenue/program impact. ### 34. Native to Salesforce, Second-Nature for Sellers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 15, 2024 **What do you like best about ReferenceEdge?** Due to ReferenceEdge being an 100% native Salesforce app, we're able to access our customer reference data, source new customer advocates, and research account histories without opening multiple applications. Customer support has also been top notch! We love our account manager and have found their other support services to be extremely helpful. **What do you dislike about ReferenceEdge?** There isn't a rewards system built in for customers. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge allows us to view all of our customer advocate data in one place, scale the program and quanitfy our impact via Salesforce dashboards. ### 35. A game-changer for Customer Advocacy programs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about ReferenceEdge?** The ability to implement a robust process to source nominations from customer-facing teams. Excellent reporting capabilities. Incredibly supportive team that have invested a lot of time to set us up for success. **What do you dislike about ReferenceEdge?** More comprehensive tracking of reference candidates and recruitment efforts **What problems is ReferenceEdge solving and how is that benefiting you?** We are able to support a large, global sales and marketing organizaton with one FTE Customer Advocacy Manager. We can streamline the request process for our Sales team and empower our customer-facing teams to nominate customers and grow the program. ### 36. Great product and service **Rating:** 5.0/5.0 stars **Reviewed by:** Spencer D. | Client References & Program Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 12, 2024 **What do you like best about ReferenceEdge?** The ability to serve up references in a native SFDC environment for sellers. Sellers are able to self-serve. The support is also phenomenal. **What do you dislike about ReferenceEdge?** There is so much to do and so much functionality to implement. Our org hasn't gotten to all of it. **What problems is ReferenceEdge solving and how is that benefiting you?** How do I get references to my prospects in an efficient and timely manner? ### 37. Strategic partnership, commitment to success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 13, 2024 **What do you like best about ReferenceEdge?** Amazing functionality. Native to Salesforce streamlined deployment, upleveled cross-company support. Company's trademark strategic, thoughtful, and expert guidance, combined with constant ongoing support and advocacy, beats any other vendor. Side benefit is learning Salesforce, which is a valuable professional advantage. **What do you dislike about ReferenceEdge?** Not a product failure, but any database requires data maintenance. We use reports and dashboards to proactively flag disconnects ongoing, and also spot check request results to opportunistically catch them. **What problems is ReferenceEdge solving and how is that benefiting you?** 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. ### 38. Shimon's Advocacy **Rating:** 5.0/5.0 stars **Reviewed by:** Shimon A. | Global VP of Customer Enablement, Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2024 **What do you like best about ReferenceEdge?** The solution meets our needs, easy to use and the customer success is spectacular! **What do you dislike about ReferenceEdge?** I simply have no compaints. None what so ever at thsi point. **What problems is ReferenceEdge solving and how is that benefiting you?** The creation of marketing assets, searching for the right type of reference ### 39. Sr. Director of Engagement & Advocacy **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos G. | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about ReferenceEdge?** If your team is on Salesforce, ReferenceEdge resides as a Salesforce native solution with an excellent user interface that will allow rapid adoption and very pleased stakeholders! The Point of Reference Team, from initial engagement, evaluation, implementation, and ongoing consultation of best practices is fantastic. ReferenceEdge has a broad feature set from asset management and identification of reference nominees to automation in scheduling reference conversations. **What do you dislike about ReferenceEdge?** The biggest challenge to date has been the migration of manual, or non-existent, processes into ReferenceEdge. This has been more of a reflection of our own operational differences and complexities across business units than a shortcoming with the ReferenceEdge product or team. The Point of Reference Project Manager and executive thought leadership has played a great role in helping us reach our outcomes. I'd recommend phased deployment of product functionality to realize early wins and great adoption. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge helps our company mobilize our advocates for reference conversations to increase close rates and accelerate sales opportunities. ReferenceEdge allows us manage our reference database contacts and their associated profile information so we present the best conversation opportunity to the best possible advocate. ReferenceEdge has improved the experience for our prospects and references with easy calendar coordination. The Reference Management team can manage hundreds of open requests without dropping anything in the cracks. ### 40. ReferenceEdge has been a game changer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about ReferenceEdge?** We use ReferenceEdge to house all our reference content. It used to take hours to find relevant content, but now with ReferenceEdge, we can search through hundreds of reference assets to find the right asset to help our sales teams close deals faster. We also use ReferenceEdge reports to create dashboards to show our entire organization what we have in our reference pipeline, what assets we've published, and how those references have contributed to our closed-won business. The support we get from ReferenceEdge is best in class as well. **What do you dislike about ReferenceEdge?** It can undoubtedly follow the garbage in, garbage out concept. Consider high-level strategy and real-world use cases when implementing to make it truly impactful. But the tool becomes most valuable once you've nailed down your process. **What problems is ReferenceEdge solving and how is that benefiting you?** ReferenceEdge makes it easier for us to search for reference content and show the value of that content. We are more efficient with this tool in place and can focus our time on more value-driving activities. ### 41. Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Stephanie C. | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2023 **What do you like best about ReferenceEdge?** Tammy is fabulous! I am still working on getting RefEdge up and running efficiently. I like that (eventually) it will be self serve **What do you dislike about ReferenceEdge?** We have so many products and modules - I wish that it was easier to segment "attributes" **What problems is ReferenceEdge solving and how is that benefiting you?** Tracking references and advocates for sales and marketing needs ### 42. A great Salesforce integration to track and manage your advocacy and reference programs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about ReferenceEdge?** Being built right into Salesforce, we can track all of the activities from our sales teams and link them directly to reference requests based on use case and custoemr industry. **What do you dislike about ReferenceEdge?** It takes some time to get used to the interface, especially if you are not knee deep in Salesforce all the time. **What problems is ReferenceEdge solving and how is that benefiting you?** Linking reference requests from our sales teams to customers that can give them satisfiying and relevant information about our product. ### 43. Nicely integrated with SalesForce so I'm comfortable with using it **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2022 **What do you like best about ReferenceEdge?** ReferenceEdge takes away a lot of the aches and pains I used to feel when trying to collect data for my customers. Because I am familiar with SalesForces, I am familiar with ReferenceEdge. it is a smooth transition and userability to accomplish what is need with accurate data and resources. **What do you dislike about ReferenceEdge?** I think this is a very solid platform and user friendly, but I feel that you have to be very on top of your data and inserting information in order to really take advantage of the real-time metrics analytics. That can be a burden at times and add up minor tasks in my day. **What problems is ReferenceEdge solving and how is that benefiting you?** The biggest way that it has helped me is that when I have tons of contacts from attending a conference, it can quickly and efficiently plug in and upload the contacts into a reference sheet. this saves a lot of time and now i can focus on follow up ### 44. Great tool to manage customer references **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2022 **What do you like best about ReferenceEdge?** I liked that this tool integrated into salesforce and allowed us to manage customer references, which is very important in the building materials industry, especially among contractors and architects. **What do you dislike about ReferenceEdge?** The salesforce integration is very nice but could use some additional functionality, especially when working amongst a large subset of customer reviews or when trying to tie in more internal team members. **What problems is ReferenceEdge solving and how is that benefiting you?** In the markets we serve, which is largely construction and building materials, customer testimonials on efficiency and accuracy are very important. This allowed us to leverage references toward securing more projects and customers. ### 45. Very handy for all, looking to generate Leads! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about ReferenceEdge?** Integration with Salesforce. It takes away all hiccups. Also, the Customer Success Team/Account management team, is really responsive. **What do you dislike about ReferenceEdge?** Sometimes when the issue is in the backend, not able to get it resolved quickly from the backend/support team. Often need to connect with account managers to get work done. **What problems is ReferenceEdge solving and how is that benefiting you?** Helping gain insights and references from industry, based on size, type, choice, information required. ### 46. Efficient software and best support of all vendors! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** December 21, 2021 **What do you like best about ReferenceEdge?** What I found most helpful about ReferenceEdge is the weekly support from the Account Managers. They go out of their way to teach you the system and help you if needed. **What do you dislike about ReferenceEdge?** It takes a bit of time to learn this robust program, but well worth it. **Recommendations to others considering ReferenceEdge:** Definitely talk with them, be specific about your needs, and let them show you the number of ways they can support you. **What problems is ReferenceEdge solving and how is that benefiting you?** The greatest benefit to me is the workflow and ability to track customer reference requests and creation of marketing assets and events. ### 47. Love ReferenceEdge! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2020 **What do you like best about ReferenceEdge?** Easy to locate customers who can provide references from company size to industry to software used. **What do you dislike about ReferenceEdge?** Takes a bit of maintenance to upkeep the system and we have had to clean up the system a few diff times due to transition in roles that were managing it. **Recommendations to others considering ReferenceEdge:** Loved this product to quickly find industry specific customer references for software sales **What problems is ReferenceEdge solving and how is that benefiting you?** Customers who want references for software sales. We can have a repository of customers to choose from in referenceedge from different industries, using diff software, of diff sizes to quickly find the right customer to provide reference contacts for software sales. ### 48. A capable salesforce native app with some shortcomings **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2018 **What do you like best about ReferenceEdge?** A tool such as this requires someone to own the reference process. Without a reference manager, the process falls apart. Overall, it's a matter of taste between Reference Edge and RO Innovations since both should suffice. Reference Edge is made for the best practice processes. **What do you dislike about ReferenceEdge?** Lacks some flexibility when it comes to some custom processes. This is surprising since it's a salesforce native app and you should be able to have all the same flexibility as SFDC. Not being able to limit fields in dropdowns for specific profiles is one **What problems is ReferenceEdge solving and how is that benefiting you?** Automating the reference process and ensuring references are not overused. - [View ReferenceEdge pricing details and edition comparison](https://www.g2.com/products/referenceedge/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-13+08%3A09%3A48+-0500&secure%5Bsession_id%5D=3778abb0-ba1c-43e1-af5c-4e94529df4f0&secure%5Btoken%5D=0bed0a03e0dcc81b5033892fde74120695a3474a4f774a8847c3a166e83e3810&format=llm_user) ## ReferenceEdge Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [CRMA](https://www.g2.com/products/crma/reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - [Influitive](https://www.g2.com/products/jigsaw-interactive-influitive/reviews) - [Marketo-Based Systems for Growth-Driven Marketing & Sales Teams](https://www.g2.com/products/marketo-based-systems-for-growth-driven-marketing-sales-teams/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Oracle Eloqua](https://www.g2.com/products/oracle-eloqua/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## ReferenceEdge Features **Agentic AI - Customer Advocacy** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance **Discovery** - Referral Program - Incentives - 3rd-Party Trends **Insight** - Monitoring - Adoption Insight - Engagement Analysis **Mobile** - Mobile Optimization **Platform** - Multichannel Sharing - Forum - Integration - Content Distribution ## Top ReferenceEdge Alternatives - [Influitive](https://www.g2.com/products/jigsaw-interactive-influitive/reviews) - 4.4/5.0 (388 reviews) - [Birdeye](https://www.g2.com/products/birdeye/reviews) - 4.7/5.0 (3,927 reviews) - [NiceJob](https://www.g2.com/products/nicejob/reviews) - 4.8/5.0 (409 reviews)