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ReferenceEdge vs RO Innovation Comparison
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Overview
ReferenceEdge is a cloud-based customer reference management system which operates as a native Salesforce application to...
RO Innovation is a web-based customer reference management software facilitating the creation, deployment, management and...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
Starting from
999
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Stephanie B.
Stephanie B.
Pros
Sherry A.
Sherry A.
Cons
Cons
Kevin L.
Key features
- Total features23
- Activity Dashboard
- Activity Tracking
- Advocate Management
- Alerts/Notifications
- Application Management
- Budgeting/Forecasting
- Campaign Management
- Charting
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Customer Activity Tracking
- Customer Advocacy
- Customizable Reports
- Dashboard Creation
- Document Storage
- Employee Advocacy
- Engagement Tracking
- Event Triggered Actions
- Filtering
- For Sales Teams/Organizations
- Forms Management
- Gamification
- Incentive Management
- Lead Capture
- Nomination Tracking
- Performance Management
- Pre-Approved Content Library
- Presentation Tools
- Program Notices
- Proposal Management
- Real Time Monitoring
- Real Time Notifications
- Real-time Updates
- Reference Usage Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Assignment
- Rewards Management
- Sales Onboarding & Training
- Search/Filter
- Status Tracking
- Third Party Integrations
- Training Management
- Website Integration
- Workflow Management
- Total features42
- Activity Dashboard
- Activity Tracking
- Advocate Management
- Alerts/Notifications
- Application Management
- Budgeting/Forecasting
- Campaign Management
- Charting
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Customer Activity Tracking
- Customer Advocacy
- Customizable Reports
- Dashboard Creation
- Document Storage
- Employee Advocacy
- Engagement Tracking
- Event Triggered Actions
- Filtering
- For Sales Teams/Organizations
- Forms Management
- Gamification
- Incentive Management
- Lead Capture
- Nomination Tracking
- Performance Management
- Pre-Approved Content Library
- Presentation Tools
- Program Notices
- Proposal Management
- Real Time Monitoring
- Real Time Notifications
- Real-time Updates
- Reference Usage Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Request Assignment
- Rewards Management
- Sales Onboarding & Training
- Search/Filter
- Status Tracking
- Third Party Integrations
- Training Management
- Website Integration
- Workflow Management
Integrations
- Total integrations3
- Gmail
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Insightly
- Mailchimp
- Marketo Engage
- Microsoft 365
- Microsoft Outlook
- Pipedrive
- QuickBooks Online Advanced
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Slack
- SugarCRM
- WordPress
- Xero
- Zapier
- Zoho CRM
- Total integrations9
- Gmail
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Insightly
- Mailchimp
- Marketo Engage
- Microsoft 365
- Microsoft Outlook
- Pipedrive
- QuickBooks Online Advanced
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Slack
- SugarCRM
- WordPress
- Xero
- Zapier
- Zoho CRM
Alternatives
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User reviews that mention these apps
aly m.
Computer Software, 201-500 employees
Used daily for less than 6 months
Review source
Share this review:
Very very positive experience so far with ReferenceEdge. One of my biggest problems at my last company was quantifying the value of the reference program without a platform. We had implemented Ro Innovation on the promise that it would help us with their "hundreds of reports." In fact, it was a bit of a nightmare, over a year later, we still had no strong reporting, there were always issues with the platform and the sales team was super displeased and unmotivated to use the platform because of things breaking/not working. With ReferenceEdge, we haven't had any of these problems. The experience has been a breeze. The RefEdge team has been super helpful and the internal Amplitude team is excited!
So far, I've found it to be way easier to use than the main competitor, RO Innovation. I had a really bad experience implementing RO at my previous company and was so glad to have a smooth, issue-free experience with ReferenceEdge. Plus, the customer service has really been fantastic. The RefEdge team helps me with anything big or small. They are quick to respond, brainstorm solutions and ideas, and help to train my team to get up-to-speed on RefEdge.
Looks-wise (we are in classic), RefEdge can use a facelift. Although, I do hear things get quite a bit more attractive in Lightning.
Sandi M.
Telecommunications, 1,001-5,000 employees
Used daily for 2+ years
Review source
Share this review:
As a ReferenceEdge admin with multiple organizations for nearly a decade, my experience with ReferenceEdge has been overall positive. The benefits of the system are many, including seamless and robust reporting via Salesforce, scalability via self-service options, tracking and managing in one central hub, protecting customers via workflows and built-in safeguards, integrating with Gainsight for additional insights and automation, and ease-of-use with an intuitive interface and by meeting users where they already are in Salesforce. 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.
Like with any software, there are occasional hiccups and the opportunity to improve. What sets Point-of-Reference apart from many is their true business partnership, listening to their customers, understanding the industry well and their constant innovation to improve the tool and the user and admin experience. Our Account Director is exceptional and sets the stage for all of that to happen. 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.
Overall, the software fulfills our needs. As noted above, Point-of-Reference is always innovating and has listened well to me about any potential enhancements or customized solutions. Beyond the software itself, it would be helpful to have a customer-facing portal to manage open items, submit and track enhancement requests and the like.
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