Referrizer Referral Marketing Automation vs. RO Innovation

If you have offers and specials that you would like to run regularly or loyalty programs then this is an excellent tool for that. It works really well for repeat clients and for brick-and-mortar locations. It also works well if you need to communicate via text on a regular basis.

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

• The smart line helps capture client information.
• The texting option is very helpful in interacting with clients.
• The newsletter options is easy to use and helps us communicate efficiently.

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.

• There could be some improvement with how quickly the text messages are sent.
• There could also be some improvement with the way clients are segmented.

Incentivized

• 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• Searching features are clunky, outdated, and unhelpful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

Referizzer had more features like texting and Referizzer's newsletter tool is easier to use and didn't have the bugs that Constant Contact has. Constant Contact did not offer the loyalty option or coupon offers that link to the website. I also like the review options where we can ask for and filter company reviews.

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

• I had more return clients since using Referizzer, which is significant.
• Referrizer is a bit expensive so you have to make sure you are using it regularly to make it worth the cost.

Incentivized

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

Incentivized