ReferenceEdge 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

ReferenceEdge

4.7

(20)

Pricing

Starting at $999.00 per month

About ReferenceEdge

ReferenceEdge is a cutting-edge cloud-based customer reference management system that provides enterprises with a centralized platform to efficiently track and manage customer references for their sales and marketing requirements. Built as a native application for Salesforce, it seamlessly integrates into users' existing workflows, allowing them to access all reference-related data and processes conveniently within Salesforce.

With its automated request workflows, reference tracking, user reward points, and comprehensive reports and dashboard charts, ReferenceEdge offers an effective and streamlined solution for reference management.

ReferenceEdge Screenshots

ReferenceEdge Pricing and Plans

Starting price: $999.00 per month

Free Trial

Free Version

Basic

$999.00

per user, per month

No plan information available

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ReferenceEdge Features

Popular features found in Customer Reference Management
Activity Dashboard
Campaign Management
Contact Management
CRM
Customer Database
Customer Segmentation
Lead Capture
Lead Management
Nomination Tracking
Program Notices
Reference Request Automation
Reference Usage Tracking
Rewards Management
Search/Filter
More features of ReferenceEdge
Activity Tracking
Alerts/Notifications
Customizable Reports
Incentive Management
Reminders
Reporting & Statistics
ROI Tracking
Survey/Poll Management
Third-Party Integrations

ReferenceEdge Integrations

Gainsight CS

Influitive

Salesforce Sales Cloud

ReferenceEdge User Reviews

Overall Rating

4.7

Ratings Breakdown

65%

35%

Secondary Ratings

Ease of Use

4.5

Value for money

4.7

Customer support

5.0

Functionality

4.7

Have you used ReferenceEdge and would like to share your experience with others?

Jeanne T.

Verified reviewer

Computer Software

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed January 2021

Must-Have Technology for B2B Marcom Stack

I have used ReferenceEdge at two separate companies since 2005. I'm an extremely experienced ReferenceEdge user and yet I've only scratched the surface of what's possible. ReferenceEdge is the foundation of my program. It allows me to stay organized and tightly linked to our sales goals. The team at ReferenceEdge has also been very responsive to my feature requests. I've brought many suggestions to the engineering team and many of those have made it into production.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Customer evidence and advocacy is a requirement in B2B software sales, but keeping your program aligned and in sync with your account strategy is paramount. Spreadsheets just don't cut it. Integration with Salesforce is no longer optional. ReferenceEdge is a native Salesforce application so you don't have to worry about syncing data and it keeps your reference information right where your salespeople "live" ... inside Salesforce. I was an early adopter of ReferenceEdge back in 2005 and have used it as the foundation of my reference programs now at two companies - one was a Fortune 500 leader and now with a fast growing start up. ReferenceEdge is also committed to success and has assigned account directors who deliver incredibly responsive service. It's part of the offering and not an additional cost.

Cons:

It's a double-edged sword! ReferenceEdge is so powerful that it's sometimes difficult to administer. You've got to have an administrator who will dig into the software and get comfortable with the interface. A tight linkage with your company's Salesforce admin is also key. That will make upgrades super easy!

Reasons for choosing ReferenceEdge

Previous experience with ReferenceEdge. Salesforce native application. Customer support.

Katie L.

Verified reviewer

Computer Software

201-500 employees

Used weekly for more than 2 years

Review source

Reviewed December 2020

The best tool to optimize the reference process for sales

There may be other tools out there that draw you in with a fancier UI, but that's all you get. This tool is smart, responsive, and gives your reference program a reliable platform. Invest in a tool that gives your program a place to grow, you won't regret it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration into SalesForce is key to optimizing the reference process for your sales team. ReferenceEdge integrates reference prompts on the opportunity page so the sales user can seamlessly move into the request search portal to select the best reference account for their prospect. The reference portal is intuitive and precisely designed to make shopping for a reference swift, while the tool's automation significantly reduces time in the reference process. Reference tracking back to the opportunity and to the referenceable account keeps your reference process transparent and clear of reference burn out! This process simply works!

Cons:

A crowdsourcing feature for the times when you just can't find a match. Although it's not best practice it does still happen and it would be nice to work within the tool to find a new reference. Plus, it keeps crowdsourcing out of email and drives users back to the tool!

Reasons for choosing ReferenceEdge

Point of Reference provides top-notch customer service, your competitors don't even come close! The time and support your account teams provide is the reason your clients are successful - they simply want you to succeed! This is the tool for reference programs that are looking to expand their success and not waste time managing data and processes in spreadsheet land.

Valeria G.

Verified reviewer

Computer Software

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Customer Reference Management for the Enterprise

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

ReferenceEdge is natively integrated with Salesforce which helps linking data easier. I like the search functionally because it lets me segment the data to find the appropriate reference for all sort of requests. I also like that I can keep track of all customer engagements, which you can tailor based on the activities tracked while assigning rewards for the activities participated in. I also like that I can link an activity with a sale opportunity to determine how these references help influence sales pipeline which it is so valuable when showing the benefits of the software.

Cons:

ReferenceEdge is not a buy, plug and play kind of software- because it is in Salesforce, you need a dedicated team of experts to deploy the product. if you need to customize a workflow, you would need professional services .

Reasons for choosing ReferenceEdge

ReferenceEdge was already in placed before I joined my company

Verified

Reviewer

Hospital & Health Care

201-500 employees

Used daily for less than 12 months

Review source

Reviewed December 2020

Customer Reference Software

There were many business problems we were aiming to solve with ReferenceEdge, key clients getting overused, using outdated spreadsheets to manage customer lists, nonexistent program reporting, and more. ReferenceEdge has helped to simplify reference sourcing and request workflows, generate a pipeline of reference customers, provided visibility into revenue influenced by client references, to name just a few. The implementation team has also been AMAZING! My account director, [SENSITIVE CONTENT HIDDEN], has definitely been a strategic partner throughout the whole process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Exactly what we needed to have a scalable customer reference program, and intuitive software for managing our reference customers and workflows that integrates directly into our tech stack (Salesforce).

Cons:

So far no issues! Everything has performed as expected.

Reasons for choosing ReferenceEdge

Native Salesforce application, heard good reviews re: implementation team, pricing.

Barbara C.

Verified reviewer

Information Technology and Services

10000+ employees

Used daily for less than 2 years

Review source

Reviewed December 2020

Breaking down silos and transforming advocacy for a huge corporation

While we are still working on adoption, the user feedback has been great!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software/process is robust even for a very complex organization. But mostly I would like to compliment the team that has been with us through out the selection, integration, and deployment phases. Every concern or suggestion has been addressed quickly and creatively. The team has been a true partner in our journey. As it is native to Salesforce, it eliminates the need to maintain/update attributes and confidential contact information outside of our CRM which is extremely important in our changing market.

Cons:

Due to our complex attribute structure, we were not able to exploit all directly. This could have been the end of the deal. However, the RefEdge team acted quickly to develop nested displays, dependency mapping, special reports, and more.

Reasons for choosing ReferenceEdge

Native to Salesforce, the security and integration ease overrode all other considerations.

Sandi M.

Verified reviewer

Telecommunications

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Win-Win for our Business and Happy Customers

As a ReferenceEdge admin with multiple organizations for nearly a decade, my experience with ReferenceEdge has been overall positive. The benefits of the system are many, including seamless and robust reporting via Salesforce, scalability via self-service options, tracking and managing in one central hub, protecting customers via workflows and built-in safeguards, integrating with Gainsight for additional insights and automation, and ease-of-use with an intuitive interface and by meeting users where they already are in Salesforce. This equals a streamlined process that enables sales to win more business and a platform to better understand and showcase happy customers according to their interests and preferences.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Like with any software, there are occasional hiccups and the opportunity to improve. What sets Point-of-Reference apart from many is their true business partnership, listening to their customers, understanding the industry well and their constant innovation to improve the tool and the user and admin experience. Our Account Director is exceptional and sets the stage for all of that to happen. She’s always thinking, creating, solving and advocating, is super responsive, very knowledgeable about the tool and the industry, kind and a joy to work with.

Cons:

Overall, the software fulfills our needs. As noted above, Point-of-Reference is always innovating and has listened well to me about any potential enhancements or customized solutions. Beyond the software itself, it would be helpful to have a customer-facing portal to manage open items, submit and track enhancement requests and the like.

Wendi W.

Verified reviewer

Information Technology and Services

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

If You Use Salesforce, Then ReferenceEdge Is It!

Great experience with the software. I've used it for many years, at many different sized companies. I can't imagine doing this job without it.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ReferenceEdge is a native app in Salesforce, and it works seamlessly. It's easy to install, easy and flexible to use. It makes managing customer references and customer reference content extremely easy and has powerful reporting and dashboards.

Cons:

I don't have any 'cons' for this software. It does exactly what it's meant to do. That said, it would be nice to have "community" functionality to interact with customers within the tool.

Reasons for choosing ReferenceEdge

I've briefly looked at other options, though none compared due to the Salesforce integration. If you have Salesforce and need a reference management solution, it's really a "no-brainer" to also select ReferenceEdge. The Point of Reference team has been fantastic to work with! They really understand all aspects of reference management and make great partners to work with.

Lisa K.

Verified reviewer

Telecommunications

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Global Reference Program Tool

ReferenceEdge was already in use when I joined the reference team. With the help of our internal team and account team at Point of Reference, it did not take long before I was up and running as the admin. ReferenceEdge has provided the flexibility to create and update attributes/filters to quickly align to our business needs as they change.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Integrations to other 3rd party software such as Gainsight and Influitive. This has allowed us to automate account reference profile status updates and contact reference profile creation. With ReferenceEdge being part of Salesforce, this saves us valuable time and eliminates the hassle of additional logins or security. The built in reporting allows us to track reference activities in various ways to be able to show the true value of our global reference program. The ability to use existing information within the Account Record picklist fields, allows us to create attributes/filters for the sales team to utilize by mapping to this data. If this data is updated on the account record it automatically updates within the attributes/filters removing the need to manually update information.

Cons:

Within the admin side of ReferenceEdge there are areas where we need to rely on our Salesforce Admin to make updates to settings. This adds a level of complexity to getting the updates pushed out to the sales teams. For example the custom fields within the managed request settings.

Stephanie B.

Verified reviewer

Computer Software

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

Great tool for our Customer Reference Program

This is the second company I have had the pleasure of working with ReferenceEdge. I would highly recommend to anyone looking for a great company and tool for Customer Advocacy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ease and use of this tool makes my job much more efficient and enjoyable. I can track customer journeys and involvement in our reference program and it integrates very well with other tools. The customer support is outstanding and our account managers are available whenever we need help. The reporting features are great for tracking our success and providing leadership program details.

Cons:

If there are ever any issues or bugs, the account managers are proactive and the developers work to resolve issues with the highest urgency.

Verified

Reviewer

Computer Software

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed December 2020

Changed the way we handle reference requests

With ReferenceEdge, we are now measuring the impact references have on our revenue, something we weren't able to do before. We are also ensuring our references don't get burnt out by tracking their usage and limiting the amount of times we reach out to them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

ReferenceEdge has streamlined our customer reference process down to just a few clicks. Salespeople no longer use spreadsheets to maintain references and can easily find or nominate references through the software. ReferenceEdge has great features like auto-filtering when searching for a reference and because it's native to Salesforce, we didn't have to train salespeople on a new program.

Cons:

Implementation and setup are somewhat manual and time-intensive. However, we had our account manager there with us every step of the way to ensure we got up and running in the time frame we had planned.

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