ReferenceEdge
About ReferenceEdge
ReferenceEdge Pricing
ReferenceEdge pricing is rated per user and based on quantity. Users can pay quarterly or annually. To receive accurate price information, contact ReferenceEdge directly.
Starting price:
$999.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for ReferenceEdge
1 - 5 of 20 Reviews
Wendi
Verified reviewer
Information Technology and Services, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSReferenceEdge 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.
CONSI 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.
Reason 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.
Jeanne
Verified reviewer
Computer Software, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSCustomer 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.
CONSIt'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!
Reason for choosing ReferenceEdge
Previous experience with ReferenceEdge. Salesforce native application. Customer support.
Valeria
Computer Software, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
FUNCTIONALITY
4
Reviewed December 2020
Customer Reference Management for the Enterprise
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.
CONSReferenceEdge 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 .
Reason for choosing ReferenceEdge
ReferenceEdge was already in placed before I joined my company
Katie
Computer Software, 201-500 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSThe 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!
CONSA 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!
Reason 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.
Barbara
Information Technology and Services, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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!
PROSThe 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.
CONSDue 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.
Reason for choosing ReferenceEdge
Native to Salesforce, the security and integration ease overrode all other considerations.