ReferenceEdge Reviews & Product Details

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.

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. Review collected by and hosted on G2.com.

The UI doesn’t always seem to be intuitive. Review collected by and hosted on G2.com.

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%! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Nothing! I have nothing negative to say about ReferenceEdge. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Customizations are often not easy, but Point of Reference is open to them if they are also a priority for other users. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I haven't encountered any downsides with ReferenceEdge. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

I'll be honest, I can't think of a downside to ReferenceEdge! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

As this is an application within Salesforce, we are limited by constraints of the environment when it comes to user permissions and reporting. Review collected by and hosted on G2.com.