Customer reference system with content and sales enablement4.2/5 (19 reviews)
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.
I've used 3 different customer reference management platforms over the past 12 years and RO Innovation has proven to be the most impactful one for getting customer advocates into the sales teams hands. As an administrator, the simplicity of the platform allows the reference team to focus on curating new advocates vs. administrative tasks. The integration into Salesforce is a key part of the platform for sales users, giving them access to RO Innovation via a tool they already use daily. With a large sales team, this self service aspect is key. Overall, the responsiveness of RO Innovation employees is incredible and they are a valued partner. They also give back to the customer reference community by hosting a can't miss annual thought leadership conference.
As my companies product lines evolve, I find myself tweaking the RO Innovation instance to include new dashboards, filter functionality and hosting training sessions. RO Innovation is not "a set it and forget it" platform. It has many capabilities and one has to be thoughtful of how RO Innovation can adapt to support new needs from your business.
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.
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.
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.
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!
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.
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.
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.
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.
Finding reference customers
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
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
Contact Upland Software for full pricing information.
Below are some frequently asked questions for RO Innovation.
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.
RO Innovation offers the following features:
RO Innovation has the following typical customers:
Large Enterprises, Mid Size Business
RO Innovation supports the following languages:
RO Innovation has the following pricing plans:
We do not have any information about what devices RO Innovation supports
RO Innovation integrates with the following applications:
Gainsight, Gainsight PX, Influitive, Jive, Marketo, Microsoft Dynamics CRM, Oracle Eloqua, Pardot, Salesforce Sales Cloud, SugarCRM
RO Innovation offers the following support options: