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4.03 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(475 Reviews, Testimonials & Expert Opinions)
(475 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 475 insights from peers and experts who used ReferenceEdge to help you determine how well it fits your Referral Marketing needs.


Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well ReferenceEdge solves your Referral Marketing needs.

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


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

Other goals:

  • Enhance customer relationships
  • Improve efficiency
  • Establish thought leadership
See all goals See less goals


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

Other channels:

  • offline
  • events
  • trade shows
  • social media
  • e-mail
See all channels See less channels


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

Read Peer and Expert Experience for Business Use Cases

Customer case management

Content management

Content sharing

Engagement management With Phone calls

Engaging and following up With Phone calls and Website

Campaign management

Workflow management

Loyalty management

Sales document management With Phone calls and Video

Proposal & quote management With Phone calls and Video

Partner marketing

Lifetime value management

Contact list management

Personalized marketing

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 Scale best practices and Increase sales & revenue

Verify if it works for you

Peer and Expert Opinion on Features
for ReferenceEdge

  • Low
  • Medium
  • High



IT and Other Capabilities
for ReferenceEdge

  • Low
  • Medium
  • High


Data Export

Data Import


Phone Support

24/7 Support

Chat Support

Email Support


AI Powered

Custom Reports


Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for ReferenceEdge

Vendor Profile Details

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