RO Innovation

RO Innovation

Customer reference system with content and sales enablement

4.2/5 (19 reviews)

RO Innovation Overview

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.

Pricing

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

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

RO Innovation Reviews

Overall rating
4.2/5
84% positive reviews
7
Excellent
9
Very good
2
Average
1
Poor
0
Terrible
Chuck Q.

RO Innovation puts the entire company rolodex of customer advocates into the hands of every employee

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

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Sherry A.

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.

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
Verified Reviewer

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.

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

RO Innovation 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

  • Activity Dashboard
  • Search Functionality
  • Third Party Integration

  • API
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Management
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking

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

    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:

    Large Enterprises, Mid Size Business

    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, Gainsight PX, Influitive, Jive, Marketo, Microsoft Dynamics CRM, 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