ReferenceEdge Reviews & Product Details

Sara Horle is one of the best aspects of Reference Edge. She has been a stellar account manager for us, without whom we'd be much further behind in our program development. Since rolling out Reference Edge three months ago, our reference program has significantly stabilized. Sellers better understand how the program can benefit them, and they more easily consume available resources. The automation built into RefEdge has allowed the team to proactively build the reference pool and also chase after opportunities. We're excited and optimistic to see what else we can do with RefEdge as our program matures. Review collected by and hosted on G2.com.

The major dislike I have is that the built in calendar collaboration tool does not send a meeting link to the customer and prospect. That's a big miss. We have opted to using the Scheduling Poll in Outlook, which means we don't use the email functionality within Reference Edge. Review collected by and hosted on G2.com.

Our overall experience with Reference Edge has been amazing. Everything we aimed to achieve through this collaboration is being met seamlessly. A major reason for our continued trust in the platform is Sonya Whelan— she is truly exceptional. Always on top of our requirements, incredibly responsive, and consistently supportive, she has made working with RefEdge smooth and effective.

The latest release has significantly improved the usability of the platform, and her proactive updates and hands-on assistance — especially when navigating reports — have been invaluable. Her guidance always leads to the best outcomes. Honestly, she’s the best support we’ve had from RefEdge, and a huge reason behind our positive experience. Review collected by and hosted on G2.com.

There’s nothing specific to point out at this time. So far, we’ve had a great experience with the Reference Edge platform and their team — everything has been smooth, responsive, and well-supported. Review collected by and hosted on G2.com.

We’ve been using ReferenceEdge for over 4 years, and as its a Salesforce-native integration has been a game-changer. It centralizes all customer advocacy information, making it easy to track any reference participation and ensuring we have full context when reaching out. The platform allows us to track real-time data, such as the impact customer references have had in supporting closed deals with sales teams. This also helps us avoid advocate overuse, recruit new program members, and effectively measure program performance.

On top of that, the service we receive from our assigned Account Director has been outstanding. Their availability, willingness to assist, and proactive approach have been key in helping us reach all of our internal objectives. They are always ready to help, offering valuable insights and support when needed. Review collected by and hosted on G2.com.

There’s very little to dislike about ReferenceEdge. The platform is powerful and generally easy to use, though, like any tool, there could be a slight learning curve during the initial setup phase. Additionally, some users might find the wealth of features overwhelming at first, but once the system is set up, it becomes intuitive and efficient. Review collected by and hosted on G2.com.

I've been using ReferenceEdge for over five years and brought it to my current organization to enhance and streamline our reference process. I highly recommend it to any company looking for a robust and reliable reference management platform.

The support we’ve received from the ReferenceEdge team has been outstanding. Our account director, Andrea, has been a fantastic partner—she’s incredibly knowledgeable, always helpful, and truly invested in our success. From custom reports to dashboard enhancements, her insights and recommendations have helped us take our program to the next level.

We’ve recently started using the Events feature, and I’m impressed by the ability to track attendee engagement and report on revenue influence. It’s been a valuable addition to our toolkit.

Overall, ReferenceEdge has become an essential part of our reference strategy, and the level of support we receive makes a huge difference. Review collected by and hosted on G2.com.

I’d love to see more self-service functionality—especially for tasks like adding or removing users—so we wouldn’t have to rely so heavily on our business applications team for routine updates. I’m also looking forward to any upcoming UI improvements. Review collected by and hosted on G2.com.

The customer service we receive is top tier. Our account manager is extremely knowledgeable and helpful. Whenever I have a question or new scenario I want to build out, she is very hands on, proactive and always finds me answers quickly. Review collected by and hosted on G2.com.

The admin side of the software isn't always very intuitive. It can sometimes be time consuming or tricky to find what I'm looking for. Review collected by and hosted on G2.com.

I've used ReferenceEdge for 4+ years in two different organizations and I recommend it to anyone looking to automate and scale their customer advocacy program. Most important, working with the Point of Reference team feels like a true partnership. This is essential to the success of any software implementation. The meetings with our account director are my favorite, she guides us through technical challenges as well as strategic planning to sustain a successful program! Review collected by and hosted on G2.com.

We use the gamification feature in ReferenceEdge where customers and internal users earn points to exchange for benefits. It would be easier if customers had direct access to manage their points balance. Review collected by and hosted on G2.com.

My favorite part of using Reference Edge is the outstanding support we receive from our account manager, Andrea. She consistently goes above and beyond to ensure we’re making the most of the platform’s capabilities. She’s always willing to put in extra time to support us, making our lives easier and helping us better manage our references. I also really value the reporting capabilities and custom dashboards we’ve built, which help us track reference activities like events, case studies, and revenue influenced by reference calls. Review collected by and hosted on G2.com.

One improvement I’m excited about an upcoming UI/UX update—the current interface feels a bit outdated, and a refreshed experience could make navigation smoother. Review collected by and hosted on G2.com.

The customer success reps I have worked with are always so engaged, helpful and personable. My current CSM understands our business processes and culture and is able to help us tailor our reports and process to fit our needs. Review collected by and hosted on G2.com.

If your data isn't all centralized, it's harder to search for specific attributes when requesting a sales reference. That is not so much a RefEdge issue as it is a company data clean up issue. Review collected by and hosted on G2.com.

I love the customer support provided on a regular basis. Helping you maximize the value of the software is just part of the benefits they provide. These seasoned pros also help you realize the potential of your program through a wealth of resources covering a variety of topics. The amount of time ReferenceEdge saves me is remarkable and I know I have a partner in Point of Reference! Review collected by and hosted on G2.com.

The implementation used to be cumbersome, but they have made improvements and it's much quicker. Review collected by and hosted on G2.com.

I have been managing our Reference Edge platform for last 9 months. When I was first introduced to RefEdge, it was super easy to use - right off the bat I could see the value! Our customer support has been instrumental in helping standing up our platform with helping amping up our usage. Overall, it is a really great tool! Review collected by and hosted on G2.com.

As of right now, there is nothing that I dislike about ReferenceEdge! Review collected by and hosted on G2.com.