Best For

B2B companies with 50 or more salespeople selling fairly complex products with sales cycles of 60 or more days; where advocate insights are invaluable differentiators.

Product Details

ReferenceEdge(SM) is a native, purpose-built Salesforce(R) app specifically designed to manage customer reference/advocate information and automate the reference request workflow. Track who is a reference, for what and how often they may be used. Issue and redeem reward points for completed reference activities. Measure program impact through extensive reports and dashboard charts. Improve sales & marketing efficiency, shorten the "quote to cash" cycle, and win more deals.

Contact Details

Point of Reference

http://www.point-of-reference.com/

Founded in 2003

Located in United States

Native App Advantages
The Business Case
ReferenceEdge Screen Shot
Referenceedge Screen Shot
ReferenceEdge Screen Shot

Starting Price

  • $10000.00/month/user
  • Per user rate based on quantity. Paid quarterly or annually.

Free Demo

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours

ReferenceEdge Features

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
Advocate Management
Campaign Management
Customer Advocacy
Event Triggered Actions
Forms Management
Legislation Tracking
Petition Management
Political Advocacy
Rewards Program
Social Engagement

ReferenceEdge Reviews

Overall
4.5/5
Ease of Use
3.5/5
Customer Service
5/5

Showing Most Helpful

Showing 3 of 3 reviews

Showing Most Helpful

Showing 3 of 3 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Lindsay M.
Marketing
Management Consulting, 501-1000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
March 19, 2019

“ReferenceEdge Has Streamlined Our Reference Process”

OverallThe number of requests our sales team was asking to fulfill was faster than one person could handle, especially with so many new reps and 2-3 references per request. It also didn't make sense for the customer success managers to not have a say in approving or denying the requests. We were able to make all of these process changes, as well as define the process, in the system. I also think the system was a very reasonable cost. If you're a growing company that relies heavily on customer references, get this product!
ProsReferenceEdge has helped automate our reference process. As a fast-growing B2B consulting firm that relies heavily on references from happy customers, our reference requests for proposals and calls were getting out of hand. This was no longer something that one person on the marketing team could help manage- we needed the client partners (who know their customers best anyway) to approve/deny requests and have all sales requests logged in the system to give increased visibility.
ConsSo far, I haven't experienced any issues with the system. Our account manager has been amazing to work with and has answered every question we had. The only thing is that ReferenceEdge is not a very attractive module within SalesForce, but it does the job and that's really all we need.
Reviewer Source 
Source: Capterra
March 19, 2019
Jessica N.
Sr. Customer Marketing Manager
Computer Networking, 5001-10,000 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 9, 2018

“This was the first customer reference tool I used, and it helped me do my job better.”

OverallCentralized location to input customer data and notes, and helped me better communicate references to parties in need.
ProsIt enabled me to have all my references and associated information in one place, for anyone to access in a straightforward manner.
ConsThere were a couple of unique, customized features I needed, and as will most tools, these features were not available. However, the POR team was great in helping me figure out solutions to have success.
Reviewer Source 
Source: Capterra
April 9, 2018
Verified Reviewer
Information Technology and Services, 501-1000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
3/5
Features
3/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
February 13, 2019

“Native, but limited”

ProsReference management is definitely a niche market, with few options for great software to manage a program. ReferenceEdge is one of the available apps. It is SFDC native, which helped our Sales Opps buy into its use.
Consoverall it's features and functionality seem limited in comparison to some of the competitors (of which there are very few). Lacks some of the sales enablement capabilities of the competition.
Reviewer Source 
Source: Capterra
February 13, 2019