ReferenceEdge vs RO Innovation

Brandfolder

InviteReferrals

Talon.One

Orangedox

Dynata Insights Platform

Yarnit

Compare ReferenceEdge and RO Innovation based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

InviteReferrals is a referral marketing software designed to help businesses acquire new customers by creating & launching customer referral campaigns via multiple platforms including mobile, tablet & desktop websites, as well as Android & iOS mobile apps

Talon.One is a Promotion Engine that empowers businesses to deliver relevant, effective and personalized promotions driven by their data. With one integration you can create, manage and track coupon codes, discounts, bundles, referral rewards and loyalty programs all in one holistic platform.

Dynata Insights Platform is a customer satisfaction software designed to help market researchers manage data sharing and delivery operations. Key features include brand health monitoring, market segmentation, third-party sample augmentation, content organization, and data processing.

ReferenceEdge is a cloud-based customer reference management system which operates as a native Salesforce application to help track, search & request references

Activity Dashboard

Activity Tracking

Alerts/Notifications

Customer Database

Customizable Reports

Incentive Management

Lead Capture

Nomination Tracking

Program Notices

Reference Request Automation

Reference Usage Tracking

Reminders

Reporting & Statistics

Rewards Management

ROI Tracking

Search/Filter

Survey/Poll Management

Third-Party Integrations

ReferenceEdge

Android

Web-based

iPad

iPhone

Customer References Manager

This is the second company I have had the pleasure of working with ReferenceEdge. I would highly recommend to anyone looking for a great company and tool for Customer Advocacy.

Sr Customer Marketing Manager

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.

Senior Program Manager

This equals a streamlined process that enables sales to win more business and a platform to better understand and showcase happy customers according to their interests and preferences.

She’s always thinking, creating, solving and advocating, is super responsive, very knowledgeable about the tool and the industry, kind and a joy to work with.

Reference Manager

The software is intuitive and easy to use. I love the reporting capability and analysis, you can easily demonstrate the value of reference to the business and alignment with corporate objectives.

Sr director customer success

The Salesforce integration is key and the dashboards are guiding scales to improve.

Solutions Analyst

They do take our feedback seriously and let us know if/when a product enhancement will make it onto their roadmap.

Principal, Customer Adoption & Advocacy

Some of the reporting areas are very specific to our organization and can not be easily added without work arounds.

Lead Functional Consultant

Overall 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.

ReferenceEdge screenshot: Monitor growth of reference database with reports & charts

ReferenceEdge screenshot: Search for customer reference

ReferenceEdge screenshot: Apply filters to search more efficiently

ReferenceEdge screenshot: View the last date the reference was used

ReferenceEdge screenshot: Use Salesforce Chatter to deliver reference requests immediately

Large Enterprises

Mid Size Business

Small Business

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

Yarnit is a Generative AI powered content marketing platform that allows teams and business to design, write, audit and publish engaging content- all under one app.

Brandfolder is an online digital asset management platform for PR purposes, providing a private and public-facing repository for sharing logos, videos and more

Upland RO Innovation helps sales, marketing, and customer success teams easily search and find references, boot engagement with existing advocates, and scale customer reference programs.

Advocate Management

Campaign Management

Collaboration Tools

Communication Management

Contact Management

Content Library

Content Management

Customer Activity Tracking

Customer Advocacy

Employee Advocacy

Engagement Tracking

Event Triggered Actions

Filtering

Forms Management

Gamification

Performance Management

Pre-Approved Content Library

Real-Time Updates

Reporting/Analytics

Sales Onboarding & Training

Workflow Management

RO Innovation

Customer Advocacy Manager

It helps me keep track of our advocates and match them to requests that are a good fit for them. It also allows me to protect them from overuse and recognize them for their contributions.

Now my information is very organized and it's pretty easy for me to pull the information I need out of it. The RO team is very responsive and easy to work with.

Product Marketing Manager

It was wonderful to have one place that held all our reference information, and it was easy to access and find the information that we needed within a few minutes, rather than hours.

Customer Connection Program Manager

Makes setting up references simple and helps the Sales team to select what they are needing and helping me with their requests so we are all on the same page.

North American Reference Specialist

Getting other aspects of the business on-board and trained on the application is sometimes difficult.

Senior Manager, Customer Marketing

Developer resources are limited - sometimes it can take a very long time to see enhancements to the platform. In some cases we have had to wait over a year on things to roll out.

Customer Marketing Manager

We implemented RO almost 2 years ago because we had no main hub for all of our content.

Product Marketing Analyst

Lots of options within the system can lead to a little bit of difficulty in getting the most out of the integrations.

RO Innovation screenshot: A configurable home screen can be tailored to streamline user access to the system's tools and activities

RO Innovation screenshot: An advanced search engine produces fast, relevant results from a content library, with a range of filters

RO Innovation screenshot: Microsites, both pre-built or created on-the-fly, can be used to package and present sales and marketing collateral to prospects, with engagement tracked in real time

RO Innovation screenshot: RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and more

ReferenceEdge vs RO Innovation Comparison (2026)

ReferenceEdge

RO Innovation

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives