ReferenceEdge

Must-Have Technology for B2B Marcom Stack

Kommentare: I have used ReferenceEdge at two separate companies since 2005. I'm an extremely experienced ReferenceEdge user and yet I've only scratched the surface of what's possible. ReferenceEdge is the foundation of my program. It allows me to stay organized and tightly linked to our sales goals. The team at ReferenceEdge has also been very responsive to my feature requests. I've brought many suggestions to the engineering team and many of those have made it into production.

Vorteile:

Customer evidence and advocacy is a requirement in B2B software sales, but keeping your program aligned and in sync with your account strategy is paramount. Spreadsheets just don't cut it. Integration with Salesforce is no longer optional. ReferenceEdge is a native Salesforce application so you don't have to worry about syncing data and it keeps your reference information right where your salespeople "live" ... inside Salesforce. I was an early adopter of ReferenceEdge back in 2005 and have used it as the foundation of my reference programs now at two companies - one was a Fortune 500 leader and now with a fast growing start up. ReferenceEdge is also committed to success and has assigned account directors who deliver incredibly responsive service. It's part of the offering and not an additional cost.

Nachteile:

It's a double-edged sword! ReferenceEdge is so powerful that it's sometimes difficult to administer. You've got to have an administrator who will dig into the software and get comfortable with the interface. A tight linkage with your company's Salesforce admin is also key. That will make upgrades super easy!

The best tool to optimize the reference process for sales

Kommentare: There may be other tools out there that draw you in with a fancier UI, but that's all you get. This tool is smart, responsive, and gives your reference program a reliable platform. Invest in a tool that gives your program a place to grow, you won't regret it.

Vorteile:

The integration into SalesForce is key to optimizing the reference process for your sales team. ReferenceEdge integrates reference prompts on the opportunity page so the sales user can seamlessly move into the request search portal to select the best reference account for their prospect. The reference portal is intuitive and precisely designed to make shopping for a reference swift, while the tool's automation significantly reduces time in the reference process. Reference tracking back to the opportunity and to the referenceable account keeps your reference process transparent and clear of reference burn out! This process simply works!

Nachteile:

A crowdsourcing feature for the times when you just can't find a match. Although it's not best practice it does still happen and it would be nice to work within the tool to find a new reference. Plus, it keeps crowdsourcing out of email and drives users back to the tool!

Customer Reference Management for the Enterprise

Vorteile:

ReferenceEdge is natively integrated with Salesforce which helps linking data easier. I like the search functionally because it lets me segment the data to find the appropriate reference for all sort of requests. I also like that I can keep track of all customer engagements, which you can tailor based on the activities tracked while assigning rewards for the activities participated in. I also like that I can link an activity with a sale opportunity to determine how these references help influence sales pipeline which it is so valuable when showing the benefits of the software.

Nachteile:

ReferenceEdge is not a buy, plug and play kind of software- because it is in Salesforce, you need a dedicated team of experts to deploy the product. if you need to customize a workflow, you would need professional services .

Customer Reference Software

Kommentare: There were many business problems we were aiming to solve with ReferenceEdge, key clients getting overused, using outdated spreadsheets to manage customer lists, nonexistent program reporting, and more. ReferenceEdge has helped to simplify reference sourcing and request workflows, generate a pipeline of reference customers, provided visibility into revenue influenced by client references, to name just a few. The implementation team has also been AMAZING! My account director, [SENSITIVE CONTENT HIDDEN], has definitely been a strategic partner throughout the whole process.

Vorteile:

Exactly what we needed to have a scalable customer reference program, and intuitive software for managing our reference customers and workflows that integrates directly into our tech stack (Salesforce).

Nachteile:

So far no issues! Everything has performed as expected.

Breaking down silos and transforming advocacy for a huge corporation

Kommentare: While we are still working on adoption, the user feedback has been great!

Vorteile:

The software/process is robust even for a very complex organization. But mostly I would like to compliment the team that has been with us through out the selection, integration, and deployment phases. Every concern or suggestion has been addressed quickly and creatively. The team has been a true partner in our journey. As it is native to Salesforce, it eliminates the need to maintain/update attributes and confidential contact information outside of our CRM which is extremely important in our changing market.

Nachteile:

Due to our complex attribute structure, we were not able to exploit all directly. This could have been the end of the deal. However, the RefEdge team acted quickly to develop nested displays, dependency mapping, special reports, and more.