ReferenceEdge

ReferenceEdge is a 100% native customer reference management for Salesforce.

Languages supported: English

7.0/10 (Expert Score) ★★★★★
Product is rated as #67 in category Other Sales Software
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ReferenceEdge is a 100% Salesforce-native application purpose-built for customer reference management. It centralizes customer reference information and content (case studies, videos, logos, etc.), and automates the reference search, request and call coordination processes. ReferenceEdge also addresses common reference management needs and challenges such as recruiting new program members, maintaining current reference information, measuring program performance and preventing reference overuse. You’ll find our listing and reviews on the Salesforce AppExchange.

ReferenceEdge
ReferenceEdge

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Customer Reviews

ReferenceEdge Reviews

Internal Consultant in Computer Software

Advanced user of ReferenceEdge
★★★★★
A capable salesforce native app with some shortcomings

What do you like best?

A tool such as this requires someone to own the reference process. Without a reference manager, the process falls apart. Overall, it's a matter of taste between Reference Edge and RO Innovations since both should suffice. Reference Edge is made for the best practice processes.

What do you dislike?

Lacks some flexibility when it comes to some custom processes. This is surprising since it's a salesforce native app and you should be able to have all the same flexibility as SFDC. Not being able to limit fields in dropdowns for specific profiles is one

What problems are you solving with the product? What benefits have you realized?

Automating the reference process and ensuring references are not overused.

Review source: G2.com

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