ReferenceEdge Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

As of right now, there is nothing that I dislike about ReferenceEdge! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Great product that helps streamline reference requests Review collected by and hosted on G2.com.

The UI could be a little more modernized over all Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.