ReferenceEdge Overview

ReferenceEdge

By Point of Reference

4.7★★★★★(46 Ratings)Write review

What is ReferenceEdge?

ReferenceEdge is a native, purpose-built application for Salesforce, specifically designed to manage customer reference information and automate the reference request workflow. It provides a centralized system to track reference eligibility, usage frequency, and completed activities, while also allowing for the issuance and redemption of reward points. The platform delivers extensive reporting and dashboard capabilities to measure program impact, ultimately aiming to improve sales and marketing efficiency, shorten sales cycles, and help win more deals.

Who it's for:

This software is exclusively for B2B companies, particularly in complex sales environments like enterprise software, that already use Salesforce and have a formal customer reference program. It is tailored for sales operations managers, customer success leaders, and marketing professionals who need to systematize and scale their reference processes.

Our verdict:

ReferenceEdge is a specialized and powerful tool for any Salesforce-dependent organization with a strategic customer reference program. Its deep integration, automation of complex workflows, and robust analytics make it an indispensable solution for managing and leveraging customer advocacy to directly accelerate revenue.

ReferenceEdge Details

ReferenceEdge Platforms supported

Cloud, SaaS, Web-Based

Mobile Android

Mobile iPad

Mobile iPhone

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

On-Premise Linux

On-Premise Windows

ReferenceEdge Support options

Email Help Desk

Phone Support

ReferenceEdge Training options

Live Online

Documentation

In-Person

Videos

Webinars

ReferenceEdge Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

ReferenceEdge Pricing

Tiered pricing system

ReferenceEdge Features

Most valued ReferenceEdge features by users

Bonus Management

Campaign Management

Contact Management

Employee Referral Management

For Customer Referrals

For Employee Referrals

Gamification

Lead Engagement

Multi-Channel Marketing

ROI Tracking

Referral Templates

Referral Tracking

Rewards Management

Third Party Integrations

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