RO Innovation

4.2 (19)
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Elevate brand awareness and win more deals.

About RO Innovation

Upland RO Innovation is customer reference management software that helps you boost brand awareness and win more deals.

Streamline the process of finding approved references by eliminating the chaos of frantic emails or messages.

Efficiently monitor and report on customer reference requests and approval statuses across various teams.

Take a proactive approach to identify and promptly address gaps in your reference funnel.

Establish thresholds to prevent reference burnout.

Achieve seamless integration with CRM systems, automatically tracking reference activity throughout your sales funnel.

Customers across sales, marketing, and customer success teams can effortlessly search and discover references, boost engagement with existing advocates, and expand their customer reference programs across regions.


Key benefits of RO Innovation

Enable better team collaboration: Eliminate the chaos of frantic emails or messages when seeking references from colleagues. Use automation to efficiently notify, monitor, and report on all customer advocacy activities and approval statuses across diverse regions and teams. Proactively identify and promptly address gaps in your reference funnel. Set and monitor thresholds, preventing reference burnout and unauthorized outreach.

Align references with the buyer journey: Simplify the process of providing customer references to support every stage of the buyer journey, from awareness to the final closed-won phase. Gain additional insights to strategically target references based on opportunity type, ensuring optimal effectiveness at various stages of the sales cycle.

Integrate with your CRM for sales opportunities: Seamless integration with CRM systems allow you to configure workflows to automatically track the impact of reference activity throughout your sales funnel. Capture crucial details at the contact, account, and opportunity levels.

Key customer results:

+95% customer reference fulfillment rate for requests

+16% increase in customer reference activity in the first year of using RO Innovation

+60% more customer success stories produced year over year


Images

RO Innovation Software - A configurable home screen can be tailored to streamline user access to the system's tools and activities
RO Innovation Software - An advanced search engine produces fast, relevant results from a content library, with a range of filters
RO Innovation Software - 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 Software - RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and more
View 4 more
RO Innovation Software - A configurable home screen can be tailored to streamline user access to the system's tools and activities
RO Innovation Software - An advanced search engine produces fast, relevant results from a content library, with a range of filters
RO Innovation Software - 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 Software - RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and more

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Reviews

Overall rating

4.2 /5
(19)
Value for Money
4/5
Features
3.9/5
Ease of Use
3.9/5
Customer Support
4.4/5

Already have RO Innovation?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 19
Sherry
Sherry
Overall rating
  • Industry: Computer Software
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2018/02/06

I'm able to organize information about or advocates that allows me to match them to requests,...

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.

Mary
Overall rating
  • Industry: Computer Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

modern and supportive

Reviewed on 2018/02/06

Able to handle all historical data on all referenceable customers which enables sales/marketing to...

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.

Katie
Overall rating
  • Industry: Computer Software
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 5.0 /10

Decent starting point for young reference programs

Reviewed on 2018/02/06

We are not using the content/spotlight features, although I wish we were. Without leveraging this...

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.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Best in class, but needs work.

Reviewed on 2018/10/31

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.

Amy
Amy
Overall rating
  • Industry: Computer & Network Security
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2018/02/07

Finding reference customers

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

Showing 5 reviews of 19 Read all reviews

RO Innovation FAQs

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 has the following typical customers:

201–500, 501–1,000, 1,001–5,000

RO Innovation supports the following languages:

English

RO Innovation supports the following devices:

RO Innovation integrates with the following applications:

Gainsight CS, HubSpot CRM, Influitive, Jive, MS Dynamics, Marketo Engage, Oracle Eloqua Marketing Automation, Salesforce Marketing Cloud Account Engagement, Salesforce Sales Cloud, SugarCRM

RO Innovation offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

See all software categories found for RO Innovation.