ReferenceEdge is a customer advocacy management tool that lives within Salesforce. It helps businesses organize and utilize customer testimonials and success stories. ReferenceEdge streamlines the process of finding the right customer advocate for sales opportunities, references, or case studies. It also helps manage advocate information and tracks program participation.
Who is ReferenceEdge best for
ReferenceEdge is a Salesforce-native customer advocacy platform that helps B2B software companies leverage customer references to shorten sales cycles. Users praise its seamless Salesforce integration, robust reporting, and effective automation. However, some users note occasional bugs and limitations in customization. Ideal for scaling advocacy programs and managing customer testimonials efficiently.
Best for medium to large businesses (100+ employees) seeking a robust Salesforce-native advocacy solution.
Ideal for B2B software companies relying on customer references to drive sales.
ReferenceEdge reviews
We've summarised 30 ReferenceEdge reviews (ReferenceEdge G2 reviews) and
summarised the main points below.
Pros of ReferenceEdge
Excellent customer support, particularly from CSMs and Account Directors.
Seamless Salesforce integration and native functionality.
Comprehensive workflow for reference requests and approvals.
Robust reporting and dashboard capabilities for tracking program success.
Effective automation for scaling customer advocacy programs.
Cons of ReferenceEdge
Frequent bug fixes and patches are disruptive.
Customer point redemption and reward management needs improvement.
Customization limitations and workarounds required for specific processes.
Limited flexibility for certain custom processes, surprisingly for a Salesforce-native app.
Complex implementation process, especially within Salesforce.
ReferenceEdge alternatives
Orca
Has less momentum. Lacks readily available user feedback.
Better for affiliate management, influencer marketing, and broader partnership programs. Caters to a wider range of industries including Healthcare, Finance, E-commerce, Retail, Software, Marketing, and Professional Services. Has a larger partner network and is growing faster. Provides partner recruitment tools, activation features, and performance tracking.
Better for managing a wider range of marketing partnerships beyond customer advocacy. More suitable for companies focused on eCommerce, retail, and broader marketing initiatives.
Better for influencer marketing on Instagram, TikTok, and YouTube. Free to use with premium options. Focuses on social media influencers, not customer advocacy. More suitable for retail, media, and software industries.
Better for influencer marketing campaigns and connecting with creators. Geared towards larger companies with established marketing teams. Has a larger community and is growing faster.
What is ReferenceEdge and what does ReferenceEdge do?
What is ReferenceEdge and what does ReferenceEdge do?
ReferenceEdge is a customer advocacy management tool integrated with Salesforce. It helps businesses organize and leverage customer success stories for sales, references, and case studies. It streamlines advocate identification, information management, and program participation tracking, boosting sales cycles with positive customer experiences.
How does ReferenceEdge integrate with other tools?
How does ReferenceEdge integrate with other tools?
ReferenceEdge is designed to integrate seamlessly with Salesforce, functioning natively within the platform. This integration streamlines workflows, centralizes customer data, and enhances reporting capabilities directly within the Salesforce environment. There is no information available about integrations with other tools.
What the main competitors of ReferenceEdge?
What the main competitors of ReferenceEdge?
Top ReferenceEdge competitors include Orca, a similar Salesforce-native customer advocacy tool, and Zealot, a platform for managing customer referrals and testimonials, especially for larger enterprises. Other alternatives like PartnerStack and impact.com focus on broader partnership management.
Is ReferenceEdge legit?
Is ReferenceEdge legit?
ReferenceEdge appears to be a legitimate software, especially for B2B software companies using Salesforce. Users praise its Salesforce integration and reporting capabilities, but note some issues with bugs and customization limitations. Consider exploring alternatives like Orca if these concerns are significant for your business.
How much does ReferenceEdge cost?
How much does ReferenceEdge cost?
I couldn't find pricing details for ReferenceEdge. For the most current pricing information, it's best to check their website directly or contact their sales team. This will help determine if ReferenceEdge is worth the investment for your needs.
Is ReferenceEdge customer service good?
Is ReferenceEdge customer service good?
ReferenceEdge receives overwhelmingly positive feedback regarding their customer support. Users consistently praise the responsiveness, helpfulness, and personalized attention from their CSMs and account managers, highlighting their dedication to customer success. A few users mention initial implementation complexity, but emphasize the support team's valuable assistance during this phase.
Reviewed by
MK
Michal Kaczor
CEO at Gralio
Michal has worked at startups for many years and writes about topics relating to software selection and IT
management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs
of any business and find solutions to its problems.
TT
Tymon Terlikiewicz
CTO at Gralio
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech
department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX,
HR, Payroll, Marketing automation and various developer tools.