ReferenceEdge Reviews & Product Details

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.

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 seamless 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 the 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 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.