ReferenceEdge has everything we need in one tool! As the admin, I can manage all our reference accounts and content, create reports and dashboards to measure our progress, and manage the request process from beginning to end. Sales and marketing users can easily search through our reference content, nominate customers to become references, identify relevant reference accounts, and submit requests – all without leaving Salesforce! Plus, its extensive feature list provides essential core functionality, along with the flexibility to customize the system and workflows to meet our specific needs.

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.

The solution meets our needs, easy to use and the customer success is spectacular!