ReferenceEdge makes it very easy for Sales, PMK and DG stakeholders to search for customer testimonial content and request customers for reference activities. Also, since ReferenceEdge is Salesforce native, account owners can nominate a customer to participate in reference activities DIRECTLY w/in Salesforce -- without requiring them to disrupt their workflow by nominating via another app or email. In addition, we are super excited about the platform’s ability to track content engagement levels PLUS content impact on revenue attainment. Since content is shared via our company-branded microsite directly to a prospect when a sales rep is in the Opportunity page, click/opens are tracked. Also, when a reference/testimonial-influenced deal closes, we can map revenue attainment to that asset. This helps us measure the sales impact of different types of content, which gives us valuable insight into the type of content we should be creating vs. not creating. From a customer support perspective, our CSM Alison is AMAZING! Not only is she knowledgeable, responsive and efficient...she is super friendly and patient. She will also do whatever she can to help move things along. It’s clear she truly cares about the success of her customers.

Great product and great people! They set you up for success with their tool kits. When they make meaningful changes, they include their customers in the process and are always asking for feedback. Since ReferenceEdge lives inside Salesforce the ability to showcase metrics is as easy as setting up a dashboard. This can then be customized for specific teams within our organization. We also have the ability to add relevant filters that enable our teams to self-serve and find the most impactful reference for their request.

Sara Horle is one of the best aspects of Reference Edge. She has been a stellar account manager for us, without whom we'd be much further behind in our program development. Since rolling out Reference Edge three months ago, our reference program has significantly stabilized. Sellers better understand how the program can benefit them, and they more easily consume available resources. The automation built into RefEdge has allowed the team to proactively build the reference pool and also chase after opportunities. We're excited and optimistic to see what else we can do with RefEdge as our program matures.