ReferenceEdge Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Not really anything - we have been pleased with our implementation. Review collected by and hosted on G2.com.

Their team always listens to us and truly does everything in their power to help us achieve our desired outcomes. Review collected by and hosted on G2.com.

I think it could be a little more visually appealing for our end-users. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There isn't a rewards system built in for customers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

More comprehensive tracking of reference candidates and recruitment efforts Review collected by and hosted on G2.com.

The ability to serve up references in a native SFDC environment for sellers. Sellers are able to self-serve. The support is also phenomenal. Review collected by and hosted on G2.com.

There is so much to do and so much functionality to implement. Our org hasn't gotten to all of it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The solution meets our needs, easy to use and the customer success is spectacular! Review collected by and hosted on G2.com.

I simply have no compaints. None what so ever at thsi point. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.