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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

ic-pricetag

No pricing info

  • 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
100%
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
100%
would recommend this app

Pros

The customer support is outstanding and our account managers are available whenever we need help. The reporting features are great for tracking our success and providing leadership program details.
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.
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.

Pros

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.
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.

Cons

They do take our feedback seriously and let us know if/when a product enhancement will make it onto their roadmap.
Some of the reporting areas are very specific to our organization and can not be easily added without work arounds.
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.

Cons

Getting other aspects of the business on-board and trained on the application is sometimes difficult.
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.
We implemented RO almost 2 years ago because we had no main hub for all of our content.
  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last review4 years ago

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

User reviews that mention these apps

am
AvatarImg

aly m.

Computer Software, 201-500 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ReferenceEdge logo

ReferenceEdge

Completely different experience than with competitor

Reviewed 2 years ago

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!

Pros

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.

Cons

Looks-wise (we are in classic), RefEdge can use a facelift. Although, I do hear things get quite a bit more attractive in Lightning.

SM
AvatarImg

Sandi M.

Telecommunications, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ReferenceEdge logo

ReferenceEdge

Win-Win for our Business and Happy Customers

Reviewed 2 years ago

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.

Pros

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.

Cons

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.