RO Innovation

Customer reference system with content and sales enablement

4,2 /5 (19 reviews) Write a Review!

RO Innovation Overview

What is RO Innovation?

RO Enablement, part of the RO Innovation platform from Upland Software, is a cloud-based customer reference and sales enablement software solution designed to support organizations with the acceleration of sales cycles. By enabling sales reps to leverage the necessary customer reference and sale marketing content, users are empowered to differentiate value, cultivate buyer trust levels and close deals more efficiently. With RO Enablement, customer reference and sales enablement content can be created, deployed, managed, and measured. Those references can be managed and accessed more effectively via a centralized content library that can be queried with the software's advanced, filterable search engine.

Customers can then be activated at the right moments within the buying process by initiating engagement around their specific interests, with the ability to pre-package content within sharable microsites. Engagement activity with this marketing collateral can then be tracked in real time, with RO Enablement providing notifications and updates on a range of system events. Users can then monitor buyer engagement and identify content gaps with built-in quick report options, a from scratch report builder and dashboard data visualizations on program data metrics. Subsequent key features include a customizable system home screen for prioritizing tool access, plus the provision of automated multi-step workflows around the handling of customer reference request approvals. Additionally, RO Enablement provides a number of third party integrations for a host of leading sales CRM, marketing automation and customer engagement systems.

RO Innovation Overview

Pricing

Starting from
US$10,00/month

Pricing options

Free Trial
Subscription
Value for money

Contact Upland Software for full pricing information.


RO Innovation Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

A configurable home screen can be tailored to streamline user access to the system's tools and activities
An advanced search engine produces fast, relevant results from a content library, with a range of filters
Multi-step and automated review and approval workflows promise faster fulfillment with protected customer relationships
Dashboard reporting allows users to identify, view, and digest system data, along with visualized metrics on customer references, content assets and KPIs etc
Microsites, both pre-built or created on-the-fly, can be used to package and present sales and marketing collateral to prospects, with engagement tracked in real time
Real time notifications support workflows within the platform, notifying users of events such as new customer reference nominations, reference request submissions, along with prospect engagements with received sales materials etc
RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and more
Robust reporting capabilities include pre-formatted quick report options such as content asset summary, plus a dedicated report builder for generating reports from scratch
RO Innovation video RO Innovation video RO Innovation screenshot: A configurable home screen can be tailored to streamline user access to the system's tools and activities RO Innovation screenshot: An advanced search engine produces fast, relevant results from a content library, with a range of filters RO Innovation screenshot: Multi-step and automated review and approval workflows promise faster fulfillment with protected customer relationships RO Innovation screenshot: Dashboard reporting allows users to identify, view, and digest system data, along with visualized metrics on customer references, content assets and KPIs etc RO Innovation screenshot: Microsites, both pre-built or created on-the-fly, can be used to package and present sales and marketing collateral to prospects, with engagement tracked in real time RO Innovation screenshot: Real time notifications support workflows within the platform, notifying users of events such as new customer reference nominations, reference request submissions, along with prospect engagements with received sales materials etc RO Innovation screenshot: RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and more RO Innovation screenshot: Robust reporting capabilities include pre-formatted quick report options such as content asset summary, plus a dedicated report builder for generating reports from scratch

RO Innovation Reviews

RO Innovation Reviews

Overall rating
4,2
/
5
Excellent
7

Very good
9

Average
2

Poor
1

Terrible
0

Value for Money
4
Features
3,9
Ease of Use
3,9
Customer Support
4,4
84% recommended this app
Sherry A.

Reference View has been a great too for me. I can keep track of

I'm able to organize information about or advocates that allows me to match them to requests, protect them from overuse, reward and recognize them for their contributions. I've been able to report trends and the impact that our advocates are having on our bottom line.


Mary K.

modern and supportive

Able to handle all historical data on all referenceable customers which enables sales/marketing to easily find customers that they are searching for which empowers them to do a good job!


Katie V.

Decent starting point for young reference programs

We are not using the content/spotlight features, although I wish we were. Without leveraging this functionality, I am not sure that the software is worth its cost. It is helpful to organize and track reference notes, but reporting is challenging.


Verified Reviewer

Best in class, but needs work.


Amy P.

RO Innovation is an excellent customer advocacy tool that I use daily

Finding reference customers


Sherry A.
Industry: Computer Software
Company size: 501-1 000 Employees

Reference View has been a great too for me. I can keep track of

Used Daily for 1+ year
Reviewed on 2018/02/06
Review Source: Capterra

I'm able to organize information about or advocates that allows me to match them to requests, protect them from overuse, reward and recognize them for their contributions. I've been able to report trends and the impact that our advocates are having on our bottom line.

Pros

It helps me keep track of our advocates and match them to requests that are a good fit for them. It also allows me to protect them from overuse and recognize them for their contributions. We've grown our advocacy program a great deal over the last 3 years and I can't even imagine trying to do what we do out of a spreadsheet! Now my information is very organized and it's pretty easy for me to pull the information I need out of it. The RO team is very responsive and easy to work with.

Cons

There are a lot of features/fields that we don't use, so there's some clutter, but it's not a problem to work around it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mary K.
Industry: Computer Software
Company size: 1 001-5 000 Employees

modern and supportive

Used Daily for 2+ years
Reviewed on 2018/02/06
Review Source: Capterra

Able to handle all historical data on all referenceable customers which enables sales/marketing to easily find customers that they are searching for which empowers them to do a good job!

Pros

Easy to use. Like the Dashboards that were created for us when we first came onto the software. It doesn't ever seem to be slow to respond, usually very quick.

Cons

Does not have the capability to show you how often you have used a reference without running a report and when viewing the Requests queue, we can not view by person on the team that the request has been assigned to - again, you have to run a report.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Katie V.
Industry: Computer Software
Company size: 501-1 000 Employees

Decent starting point for young reference programs

Used Daily for 6-12 months
Reviewed on 2018/02/06
Review Source: Capterra

We are not using the content/spotlight features, although I wish we were. Without leveraging this functionality, I am not sure that the software is worth its cost. It is helpful to organize and track reference notes, but reporting is challenging.

Pros

RO provides a nice framework for a company who is getting started with a reference program. The search functionality to search for customer and/or content by criteria such as use case, industry, key competitor, ex... is very helpful.

Cons

Admin reporting requires a bit of manual attention before it is useful. Email notifications triggered by the system are a poor user experience.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 5.0/10

Verified Reviewer
Industry: Information Technology & Services
Company size: 501-1 000 Employees

Best in class, but needs work.

Used Daily for 2+ years
Reviewed on 2018/10/31
Review Source: Capterra

Pros

RO Enablement is the best in class reference management platform available.
Full featured, flexible, and many, many options.
RO has options for not only reference management, but Content (Marketing Asset) sharing, and sales ennoblement tools.

Cons

Does not live up to the sales pitch in many areas.
The User interface is dated (even the new Responsive design).
Reporting is clunky.
Total lack of modern "Dashboard" views.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Amy P.
Industry: Computer & Network Security
Company size: 1 001-5 000 Employees

RO Innovation is an excellent customer advocacy tool that I use daily

Used Daily for 2+ years
Reviewed on 2018/02/07
Review Source: Capterra

Finding reference customers

Pros

Ease of use and for both the advocacy team and sales team. Easy to find out who the contact person is an what they have done. Great for tracking

Cons

Not as easy to build custom requests on the fly. But the engineering team is awesome and will help build your request and meet your needs

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,3/10
Based on 19 user ratings
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RO Innovation Pricing

RO Innovation Pricing

Starting from
US$10,00/month
Free Trial
Subscription
Value for money

Contact Upland Software for full pricing information.

Contact Upland Software for full pricing information.

Value for Money
4/5
Based on 19 user ratings
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RO Innovation Features

RO Innovation Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
3,9/5
Based on 19 user ratings
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Categories

Additional information for RO Innovation

Additional information for RO Innovation

Key features of RO Innovation

  • Activity dashboard
  • Content filtering
  • Content library
  • Customizable approvals
  • Dashboard creation
  • Email management
  • Engagement analytics
  • Loyalty program
  • Notifications
  • Presentation management
  • Program notices
  • Proposal management
  • Real time monitoring
  • Real time notifications
  • Reference usage tracking
  • Referral partner list
  • Search functionality
  • Third party integration
  • Tracking features
  • User access controls
  • Website integration

Benefits

  • RO Enablement is a cloud-based software solution for the creation, deployment, management and measurement of customer reference and sales enablement content.
  • Pre-Built microsites or those created on-the-fly can be used to package, present and share sales marketing materials from the system's centralized content library, with engagements tracked in real time.
  • Reporting capabilities include quick report options and from scratch report builder tool, while dashboards also visualize system data and KPI metrics.
  • A configurable home screen allows users to tailor access to important tools and system activities, while real time notifications update on a range of events including when sales prospects engage with shared marketing materials.
  • Secured third party integrations across CRM, marketing automation and customer engagement include support for leading software such as Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM, Eloqua, Pardot and more.
  • RO Innovation FAQs

    RO Innovation FAQs

    Below are some frequently asked questions for RO Innovation.

    Q. What type of pricing plans does RO Innovation offer?

    RO Innovation offers the following pricing plans:

    Starting from: US$10,00/month

    Pricing model: Subscription

    Free Trial: Not Available

    Contact Upland Software for full pricing information.

    Q. What are the main features of RO Innovation?

    RO Innovation offers the following features:

    • Activity dashboard
    • Content filtering
    • Content library
    • Customizable approvals
    • Dashboard creation
    • Email management
    • Engagement analytics
    • Loyalty program
    • Notifications
    • Presentation management
    • Program notices
    • Proposal management
    • Real time monitoring
    • Real time notifications
    • Reference usage tracking
    • Referral partner list
    • Search functionality
    • Third party integration
    • Tracking features
    • User access controls
    • Website integration

    Q. Who are the typical users of RO Innovation?

    RO Innovation has the following typical customers:

    ,

    Q. What languages does RO Innovation support?

    RO Innovation supports the following languages:

    English

    Q. What type of pricing plans does RO Innovation offer?

    RO Innovation has the following pricing plans:

    Subscription

    Q. Does RO Innovation support mobile devices?

    We do not have any information about what devices RO Innovation supports

    Q. What other apps does RO Innovation integrate with?

    RO Innovation integrates with the following applications:

    Gainsight CS, Gainsight PX, Influitive, Jive, Marketo Engage, Oracle Eloqua, Pardot, Salesforce Sales Cloud, SugarCRM

    Q. What level of support does RO Innovation offer?

    RO Innovation offers the following support options:

    Phone Support