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ReferenceEdge vs RO Innovation Comparison (2026)

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ReferenceEdge logo

ReferenceEdge

RO Innovation logo

RO Innovation

Overview

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

Upland RO Innovation is a leading customer reference management solution, helping enterprises harness the voice of the customer in sales and marketing initiatives to win new business faster.

  • 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

10

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

20

5

4

3

2

1

13

7

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.2

19

5

4

3

2

1

7

9

2

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
67%
would recommend this app

Pros

“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.”
KL

Katie L.

Sr. Customer Advocacy Manager

“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. ”
BC

Barbara C.

Global Reference Lead

“With ReferenceEdge, we are now measuring the impact references have on our revenue, something we weren't able to do before.”
Verified reviewer profile picture

Harrison L.

Product Marketing Analyst

Pros

Not enoughreviews yet

Cons

“This adds a level of complexity to getting the updates pushed out to the sales teams. ”
LK

Lisa K.

Global Reference Program Manager

“Due to our complex attribute structure, we were not able to exploit all directly. ”
BC

Barbara C.

Global Reference Lead

“A bit clunky to navigate”
KW

Karie W.

Sr Director, Customer Marketing

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review6 years ago
  • Vendor responds to reviews
  • Last review8 years ago

Key features

  • Total features18
  • Activity Dashboard
  • Activity Tracking
  • Advocate Management
  • Alerts/Notifications
  • CRM
  • CRM Integration
  • Campaign Management
  • Collaboration Tools
  • Communication Management
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Customer Activity Tracking
  • Customer Advocacy
  • Customer Database
  • Customizable Reports
  • 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
  • Program Notices
  • ROI Tracking
  • Real-Time Notifications
  • Real-Time Updates
  • Reference Request Automation
  • Reference Usage Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Sales Onboarding & Training
  • Search/Filter
  • Survey/Poll Management
  • Third-Party Integrations
  • Workflow Management
  • Total features39
  • Activity Dashboard
  • Activity Tracking
  • Advocate Management
  • Alerts/Notifications
  • CRM
  • CRM Integration
  • Campaign Management
  • Collaboration Tools
  • Communication Management
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Customer Activity Tracking
  • Customer Advocacy
  • Customer Database
  • Customizable Reports
  • 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
  • Program Notices
  • ROI Tracking
  • Real-Time Notifications
  • Real-Time Updates
  • Reference Request Automation
  • Reference Usage Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Sales Onboarding & Training
  • Search/Filter
  • Survey/Poll Management
  • Third-Party Integrations
  • Workflow Management

Integrations

  • Total integrations3
  • Gainsight CS
  • HubSpot CRM
  • Influitive
  • Jive
  • Marketo Engage
  • Oracle Eloqua Marketing Automation
  • Salesforce Sales Cloud
  • Total integrations7
  • Gainsight CS
  • HubSpot CRM
  • Influitive
  • Jive
  • Marketo Engage
  • Oracle Eloqua Marketing Automation
  • Salesforce Sales Cloud