RO Innovation vs. SocialPort

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

How does this platform improve the efficiency and productivity of my team? How much time should my team be spending in the platform each day? What is your history of deploying B2B sales technology and training? How does this integrate with my CRM?

• 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.

• Expertise, Strategy & Training - They are true experts and have years of B2B sales technology deployment and training to offer.
• Content Syndication - By far the easiest and most efficient platform I've seen to share approved content controlled and at scale.
• CRM Integration - Most of the other platforms we trialed had far less superior integrations with our CRM allowing us to close the loop.
• More Leads - SocialPort allowed our team to identify and engage with leads and weed out useless activities.

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• Searching features are clunky, outdated, and unhelpful

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Auto-Posting - I'd like to see a way to syndicate certain content directly through our internal advocate's social channels.

Boulder Logic is just so easy and is in Salesforce

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Increase in pipeline and opportunities created
• Increase quota retirement
• Decreased the average "time to close"