Advocately vs. ReferenceEdge

Hands down there are three things that set Advocately apart. First, it's dead simple to use. While there are a ton of things to check-out in-app, it's hard to get lost and very intuitive to figure out how to do what you need to do. Second, the team at Advocately are extremely responsive and helpful. It's easy to keep using software when the team behind it makes you feel valued and listens to your feedback and works hard to keep you happy as a client. Lastly, the data that's collected by Advocately has a ton of potential beyond what the app currently does.

Absolutely the best for managing customer references/ advocacy. Comprehensive functionality and attentive and responsive support model, and they don't charge extra to use value-add functionality, such as the automated check-in on reference status, contacts, etc. They know this field and need thoroughly and have thought of everything. Native to Salesforce streamlined deployment and up-leveled cross-company support, and also were my full partner in educating me on how to use Salesforce reporting, which is a valuable professional advantage.

Incentivized

• Automation.
• Build case studies.
• Great pricing.

Incentivized

• Simplifies and streamlines complex matrixed customer information
• Enables strategic engagement through easy access to customer reference accounts, contacts, content, and activities they've participated in as well as are interested in participating in
• Cross-company adoption and visibility through native Salesforce integration
• Load balancing and protection from over-use/ burnout - critical.

Incentivized

• It might be able to use predictive analytics to serve NPS surveys to users that are more likely to respond instead of just showing it to anyone that logs into the app.
• I don’t have any complain about the product
• I hope to see more innovation in their features

• Ability to pre-populate a 'win wire' with deal info from SF. I believe this is being developed now.
• Standard organization of 'attributes' so it's easier to break out that report column into per-attribute columns.
• I like that they have an active Trello board for user suggestions and incorporate requests with each update.

Incentivized

We also evaluated ReferenceView from ROInnovation/ Upland. ReferenceEdge from Point of Reference was lower cost for complete functionality, plus their ongoing support model is second to none. SlapFive has great video functionality, which we may use at some point, but isn't a customer reference/ advocacy management platform. And its comprehensive marketing functionality was more than our team needed. ReferenceView was a failure, unfortunately. Way more expensive. limited functionality, and an abysmal support model.

Incentivized

• More reviews.
• More feedback for our team.

Incentivized

• Faster access to critical customer references
• 360 degree view of customer engagement
• Full visibility through comprehensive pre-built reports

Incentivized