ReferenceEdge Overview

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.
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.
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 Related Categories
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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