It's been two months since this profile received a new review

ReferenceEdge Reviews & Product Details

ReferenceEdge is a 100% Salesforce-native customer advocacy management solution built to help B2B teams scale and streamline their advocacy programs. It centralizes customer advocate data and advocacy assets—including case studies, videos, logos, testimonials, and reference contacts—within Salesforce. ReferenceEdge automates the customer reference management process, making it easy to search for advocates, manage reference requests, and coordinate calls—while reducing manual work and response times. The platform also helps teams recruit new advocates, keep information up to date, measure program performance, and prevent advocate overuse. Available on the Salesforce AppExchange, ReferenceEdge integrates seamlessly with existing Salesforce workflows. Explore our AppExchange listing to learn more and read customer reviews.

Seller

Point of Reference

Discussions

ReferenceEdge Community

Languages Supported

English

Overview by

David Sroka

Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

6 months

View More Pricing Information

Top-Rated Alternatives

View All Alternatives

ReferenceEdge Integrations

(7)

Integration information sourced from real user reviews.

ReferenceEdge Media

ReferenceEdge Demo - ReferenceEdge Search Page

Search for customer references

ReferenceEdge Demo - ReferenceEdge Opportunities page

See opportunities

ReferenceEdge Demo - ReferenceEdge Dashboard

See reference use, revenue influenced and other key metric at a glance with customized dashboards.

G2 reviews are authentic and verified.

Here's how.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/10/2023

"A great Salesforce integration to track and manage your advocacy and reference programs"

4.5/5

What do you like best about ReferenceEdge?

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 custoemr industry. Review collected by and hosted on G2.com.

What do you dislike about ReferenceEdge?

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.

Verified User in Hospital & Health Care

Enterprise (> 1000 emp.)

7/21/2022

"Nicely integrated with SalesForce so I'm comfortable with using it"

3.5/5

What do you like best about ReferenceEdge?

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.

What do you dislike about ReferenceEdge?

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.

Verified User in Building Materials

Mid-Market (51-1000 emp.)

9/13/2022

"Great tool to manage customer references"

3/5

What do you like best about ReferenceEdge?

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.

What do you dislike about ReferenceEdge?

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.

Verified User in Computer Software

Enterprise (> 1000 emp.)

8/16/2022

"Very handy for all, looking to generate Leads!"

3.5/5

What do you like best about ReferenceEdge?

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.

What do you dislike about ReferenceEdge?

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.

Verified User in Computer Software

Enterprise (> 1000 emp.)

12/21/2021

"Efficient software and best support of all vendors!"

5/5

What do you like best about ReferenceEdge?

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.

What do you dislike about ReferenceEdge?

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

Recommendations to others considering ReferenceEdge:

Definitely talk with them, be specific about your needs, and let them show you the number of ways they can support you. Review collected by and hosted on G2.com.

What problems is ReferenceEdge solving and how is that benefiting you?

The greatest benefit to me is the workflow and ability to track customer reference requests and creation of marketing assets and events. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/15/2020

"Love ReferenceEdge!"

3.5/5

What do you like best about ReferenceEdge?

Easy to locate customers who can provide references from company size to industry to software used. Review collected by and hosted on G2.com.

What do you dislike about ReferenceEdge?

Takes a bit of maintenance to upkeep the system and we have had to clean up the system a few diff times due to transition in roles that were managing it. Review collected by and hosted on G2.com.

Recommendations to others considering ReferenceEdge:

Loved this product to quickly find industry specific customer references for software sales Review collected by and hosted on G2.com.

What problems is ReferenceEdge solving and how is that benefiting you?

Customers who want references for software sales. We can have a repository of customers to choose from in referenceedge from different industries, using diff software, of diff sizes to quickly find the right customer to provide reference contacts for software sales. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/29/2018

"A capable salesforce native app with some shortcomings"

3.5/5

What do you like best about ReferenceEdge?

A tool such as this requires someone to own the reference process. Without a reference manager, the process falls apart. Overall, it's a matter of taste between Reference Edge and RO Innovations since both should suffice. Reference Edge is made for the best practice processes. Review collected by and hosted on G2.com.

What do you dislike about ReferenceEdge?

Lacks some flexibility when it comes to some custom processes. This is surprising since it's a salesforce native app and you should be able to have all the same flexibility as SFDC. Not being able to limit fields in dropdowns for specific profiles is one Review collected by and hosted on G2.com.