Advocately vs. RO Innovation

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.

BL is great is you're going from a manual process to something more sophisticated. I'm not sure what the competitive landscape looks like with regards to Reference Software nowadays, but when we were evaluating a few years ago, BL was ahead of all other vendors in terms of functionality and integrations with SFDC

Incentivized

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

Incentivized

• The system provides more visibility into available references and prevents references from being over-used. It allows the client (reference) to choose how often they can be contacted in a given time period and provides a closed-loop feedback mechanism to make sure the client is providing positive responses.
• Allows account executives (sales people) to easily request references based on: product Used, customer vertical, location, account size, expertise, etc.
• Uses a “Five Star” method to show how relevant the answers are when a results are returned from a search.

• 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

• Unintuitive user interface
• Defensive meetings with Upland RO Innovation staff when requests for improvements are shared
• Searching features are clunky, outdated, and unhelpful

Incentivized

Boulder Logic is just so easy and is in Salesforce

Incentivized

No known issues

No known issues

The process of asking each reference how often they’d be willing to be contacted was the biggest task.
We made assumptions for current clients, and ask each new client once they become a customer.
Along with which specific skill-set they’d be willing to be a reference

While I was one of the decision makers in this process, I didn't sit on the demos for the other providers (I was brought in further in the sales process). My understanding from my team was that BL was much more configurable and support more robust integrations that the competitors

Incentivized

• More reviews.
• More feedback for our team.

Incentivized

• Lack of ability to implement references program
• Stalled deployment of program

Incentivized