---
description: ReferenceEdgeを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: ReferenceEdgeとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [顧客リファレンス管理ソフト](/directory/30679/customer-reference-management/software) > [ReferenceEdge](/software/107201/referenceedge)

# ReferenceEdge

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> このアプリでは、Salesforceを使用する企業の顧客紹介情報の管理と顧客紹介プログラム活動の自動化を行うことができます。
> 
> 評価：20人のユーザーによる評価は**4.7/5**。**おすすめ度**で最高の評価。

-----

## 概要

### ReferenceEdgeの対象ユーザー

販売サイクルが60日以上で、50人以上の販売担当者が複雑な製品を販売しているB2B企業、および顧客のインサイトと紹介が非常に貴重な差別化要因である企業。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.7/5** | 20 レビュー |
| 使いやすさ | 4.5/5 | レビュー全体に基づく |
| カスタマー・サポート | 5.0/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.7/5 | レビュー全体に基づく |
| 機能 | 4.7/5 | レビュー全体に基づく |
| おすすめ率 | 90% | (9/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: Point of Reference
- **設立**: 2003

## ビジネスコンテキスト

- **価格プラン**: $999.00
- **対象となる企業**: 51～200, 201～500, 501～1,000, 1,001～5,000, 5,001～10,000, 10,000+
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース, Android（モバイル）, iPhone（モバイル）, iPad（モバイル）
- **サポートされる言語**: 英語
- **利用可能な国**: アイスランド, アゼルバイジャン, アフガニスタン, アメリカ合衆国, アルジェリア, アルバ, アルバニア, アルメニア, アンギラ, アンゴラ, アンティグア・バーブーダ, アンドラ, イエメン, イスラエル, イラク, イラン, インドネシア, ウォリス・フツナ, ウガンダ, ウクライナ さらに182件

## 機能

- ROI Tracking
- アクティビティ・ダッシュボード
- アンケート／投票管理
- リワード管理
- リード・キャプチャ
- 参照リクエスト自動化
- 参照利用の追跡
- 検索／フィルター
- 顧客データベース

## 統合 (合計3件)

- Gainsight CS
- Influitive
- Salesforce Sales Cloud

## サポートのオプション

- メール/ヘルプデスク
- 電話サポート

## Category

- [顧客リファレンス管理ソフト](https://www.capterra.jp/directory/30679/customer-reference-management/software)

## 代替製品

1. [monday CRM](https://www.capterra.jp/software/1024614/monday-crm) — 4.7/5 (462 reviews)
2. [InviteReferrals](https://www.capterra.jp/software/138738/invitereferrals) — 4.9/5 (182 reviews)
3. [Ambassify](https://www.capterra.jp/software/162677/ambassify) — 4.6/5 (26 reviews)
4. [Buyapowa](https://www.capterra.jp/software/153180/buyapowa) — 4.6/5 (83 reviews)
5. [Influitive](https://www.capterra.jp/software/136258/advocatehub) — 4.7/5 (247 reviews)

## レビュー

### "Must-Have Technology for B2B Marcom Stack" — 4.0/5

> **Jeanne** | *2021年1月5日* | コンピュータ・ソフトウェア | おすすめ評価：9.0/10
> 
> **良いポイント**: 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.
> 
> **改善点**: 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\!
> 
> 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.

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### "The best tool to optimize the reference process for sales" — 5.0/5

> **Katie** | *2020年12月4日* | コンピュータ・ソフトウェア | おすすめ評価：10.0/10
> 
> **良いポイント**: 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\!
> 
> **改善点**: 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\!
> 
> 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.

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### "Customer Reference Management for the Enterprise" — 4.0/5

> **Valeria** | *2020年12月4日* | コンピュータ・ソフトウェア | おすすめ評価：5.0/10
> 
> **良いポイント**: 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.
> 
> **改善点**: 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" — 5.0/5

> **認証済みレビュアー** | *2020年12月11日* | 病院、ヘルスケア | おすすめ評価：10.0/10
> 
> **良いポイント**: 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).
> 
> **改善点**: So far no issues\! Everything has performed as expected.
> 
> 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.

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### "Breaking down silos and transforming advocacy for a huge corporation" — 5.0/5

> **Barbara** | *2020年12月3日* | 情報技術、情報サービス | おすすめ評価：10.0/10
> 
> **良いポイント**: 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. &#10;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.
> 
> **改善点**: 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.
> 
> While we are still working on adoption, the user feedback has been great\!

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