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?
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
FireEye
Abby Atkinson
Senior Manager, FireEye Lighthouse Program
FireEye
Wendi Wolfgram
Senior Customer Advocacy Manager
A10 Networks
Wendi Wolfgram
Senior Customer Advocacy Manager
A10 Networks
Kate Restaino
Customer Reference Program Manager
Samsara
Kate Restaino
Customer Reference Program Manager
Samsara
Peer and Expert Opinions
for
ReferenceEdge
Goals
Increase sales & revenue and Scale best practices are the most popular goals peers achieved using ReferenceEdge .
Channels
It is the best suited for phone calls, promotions, video, channels.
Processes
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
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
Data Export
Data Import
Support
Phone Support
Email Support
Chat Support
24/7 Support
Other
Failure Risk Guidance Security Report ?
Overall Risk Meter
Top Failure Risks for ReferenceEdge
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