ReferenceEdge Reviews & Product Details

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 complaints. None whatsoever at this 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.

Tammy is fabulous! I am still working on getting RefEdge up and running efficiently. I like that (eventually) it will be self serve Review collected by and hosted on G2.com.

We have so many products and modules - I wish that it was easier to segment "attributes" Review collected by and hosted on G2.com.

Being built right into Salesforce, we can track all of the activities from our sales teams and link them directly to reference requests based on use case and customer industry. Review collected by and hosted on G2.com.

It takes some time to get used to the interface, especially if you are not knee deep in Salesforce all the time. Review collected by and hosted on G2.com.

ReferenceEdge takes away a lot of the aches and pains I used to feel when trying to collect data for my customers. Because I am familiar with SalesForces, I am familiar with ReferenceEdge. it is a smooth transition and userability to accomplish what is need with accurate data and resources. Review collected by and hosted on G2.com.

I think this is a very solid platform and user friendly, but I feel that you have to be very on top of your data and inserting information in order to really take advantage of the real-time metrics analytics. That can be a burden at times and add up minor tasks in my day. Review collected by and hosted on G2.com.

I liked that this tool integrated into salesforce and allowed us to manage customer references, which is very important in the building materials industry, especially among contractors and architects. Review collected by and hosted on G2.com.

The salesforce integration is very nice but could use some additional functionality, especially when working amongst a large subset of customer reviews or when trying to tie in more internal team members. Review collected by and hosted on G2.com.

Integration with Salesforce. It takes away all hiccups. Also, the Customer Success Team/Account management team, is really responsive. Review collected by and hosted on G2.com.

Sometimes when the issue is in the backend, not able to get it resolved quickly from the backend/support team. Often need to connect with account managers to get work done. Review collected by and hosted on G2.com.

What I found most helpful about ReferenceEdge is the weekly support from the Account Managers. They go out of their way to teach you the system and help you if needed. Review collected by and hosted on G2.com.

It takes a bit of time to learn this robust program, but well worth it. Review collected by and hosted on G2.com.