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4.03 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(1069 Reviews, Testimonials & Expert Opinions)
(1069 Reviews, Testimonials & Expert Opinions)

Salesforce Native App for Reference Management

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About ReferenceEdge

ReferenceEdge is a reference management system that is designed to provide sellers with every form of social proof needed at every stage of the sales cycle, from content to reference accounts and contacts.

It offers enterprises a single and centralized platform from which to track, search and manage customer references for their sales or marketing needs. It is designed as a native, purpose-built Salesforce application, users can access all of their data and manage all of their reference processes conveniently through Salesforce. With ReferenceEdge, users can track reference status and activity by tagging accounts or contacts as program members, activating or deactivating member status and tagging records with metadata.

Some of its features include maximizing user adoption, identifying references and building databases, centralizing reference knowledge, search references by filters and keywords, automate reference requests, close the loop, rewarding customers and ReferenceEdge users, and more.

Evaluating ReferenceEdge for your Referral Marketing need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 1069 insights from peers and experts who used ReferenceEdge to help you determine how well it fits your Referral Marketing needs.

Reviews - Customer Testimonials

Abby Atkinson

Senior Manager, FireEye Lighthouse Program


Abby Atkinson

Senior Manager, FireEye Lighthouse Program


With ReferenceEdge, I’m able to be more proactive with our strategic advocacy initiatives knowing that our day-to-day needs for customer advocates and content is under control.

Wendi Wolfgram

Senior Customer Advocacy Manager

A10 Networks

Wendi Wolfgram

Senior Customer Advocacy Manager

A10 Networks

I think what I value the most from ReferenceEdge is the ability to centralize and track the accounts, the contacts, and the content and then have all that tied together.

Kate Restaino

Customer Reference Program Manager


Kate Restaino

Customer Reference Program Manager


References are always needed, and we’re saving AEs a significant amount of time and enabling them to find references by themselves—and to find good ones.

Peer and Expert Opinions
for ReferenceEdge


Increase sales & revenue and Scale best practices are the most popular goals peers achieved using ReferenceEdge .

Other goals:

  • Acquire customers
  • Enhance customer relationships
  • Improve stakeholder relations
  • Improve consistency
  • Establish thought leadership
  • Improve efficiency
  • Improve ROI
See all goals See less goals


It is the best suited for phone calls, promotions, video, channels.

Other channels:

  • e-mail
  • social media
  • user generated content
  • blogs
  • website
  • offline
  • point of sale
See all channels See less channels


Peers recommend engagement management, customer case management, campaign management, as the business processes that they have been most satisfied while using ReferenceEdge .

Read Peer and Expert Experience for Business Use Cases

Engagement management

Engaging and following up With Phone calls

Customer case management

Campaign management

Advocacy management With Offline and Point of sale

Sales document management With Phone calls and Promotions

Proposal & quote management With Phone calls

Contract management With Promotions

Content management With Promotions

Content publishing With Promotions

Content sharing

Customer feedback management With Promotions

Measuring net promoter score With Promotions

Measuring customer satisfaction

Public relations With Social media

Workflow management With Phone calls

Social media management With Social media and Video and User generated content and Blogs

Scheduling post to social media With Social media and Video and User generated content and Blogs

Product marketing With Social media

Loyalty management

Partner marketing

Cross selling

Communication management With E mail

Sending & publishing communications With E mail

Event management

Products & pricelist management

Relationship management

Contact list management

Personalized marketing

Motivation management

See allless Activities

Popular Business Setting
for ReferenceEdge

Top Industries

  • Management Consulting
  • Computer & Network Security
  • Information Technology and Services

Popular in

  • Enterprise
  • Large Enterprise
  • Mid Market

Peers used ReferenceEdge to Increase sales & revenue and Scale best practices

Verify if it works for you

IT and Other Capabilities
for ReferenceEdge

  • Low
  • Medium
  • High


Data Export

Data Import


Phone Support

Email Support

Chat Support

24/7 Support


AI Powered

Custom Reports


Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for ReferenceEdge

First 5 Reports are Free

Vendor Profile Details

Company Name Point of Reference
HQ Location 8050 E. 24th Avenue, Denver, CO 80238, US
Employees 11-50
Financials Private