Referral Rock vs. RO Innovation

Referral Rock is very relevant in cases where you already use Salesforce or HubSpot and want to integrate/streamline your Referral Marketing process with your Sales Management process (which is where Salesforce and Hub Spot are mainstream). Referral Rock might be less relevant if you don’t use Salesforce or HubSpot, but in that case, the pricing is also much lower, and you still get great value for the cost.

Incentivized

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

• Onboarding support
• Ease of use
• The ability to automate referral payouts.

• 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.

• Just a few minor missing features that I have been told are on the roadmap. Certainly not blockers.
• Gift card payouts that work internationally, even if the currency selected is specific to a certain country (i.e. a $100 USD gift card payout amount should still result in the ability for the recipient to choose a gift card worth $100 USD, but available in their home country. Right now we are limited to only those gift cards available within the payout currency country).

• 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• Searching features are clunky, outdated, and unhelpful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

Overall usability is solid. Their customer support and success team made it super easy for me to understand the software, how to use each feature, and how to get the most out of the product.

No known issues

No known issues

They are very responsive and prompt when we had questions come up. Support has been great.

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

Referral Rock is overall a better platform. It provides more and better-implemented functionalities. It also provides much better integration with Salesforce/HubSpot and better user support.

Incentivized

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

• Helped fulfill referral rewards.
• Supported inbound and sales efforts.
• Multiple programs used by multiple teams.

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

Incentivized