We use ReferenceEdge as our single source of truth for everything related to customer references. I really like how all of our customer reference content is stored there, making it easy to find the right content quickly. What I like most is the amount of time it saves our team. It used to take days to find the right customer references, but now it only takes minutes/seconds with ReferenceEdge. The fact that it is customizable allows us to add the relevant filters to find exactly what we're looking for. We also improved the search feature, so users can get quite granular for specific needs. Using ReferenceEdge within our Salesforce environment makes it easy to create custom reports when needed.

This tool is native to Salesforce, which means it operates right where my Sales, Customer Success, and Marketing teams already work. I find it user-friendly, and the out-of-the-box features made my onboarding process much smoother and set me up for early success. The implementation team was fantastic—the timeline they outlined was clear, and the support they provided throughout was truly impressive. My Salesforce admin let me know that it was very ease to integrate the tool into our instance of Salesforce.

I would say the ease of navigation and overall organization makes the day to day tasks simple. It is a massive improvement from the old days of sifting spreadsheet!