ReferenceEdge Reviews & Product Details

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One improvement I’m excited about an upcoming UI/UX update—the current interface feels a bit outdated, and a refreshed experience could make navigation smoother.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 overall 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.

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.