About RO Innovation
RO advancement by Upland is a customer reference management platform that centralizes reference assets and makes them accessible to sales teams. It integrates with CRM systems to keep reference data current, provides tools to spotlight relevant quotes or case studies, and tracks customer engagement to prevent overuse. Teams can build tailored sales collateral and manage logo approvals from a single hub. Delivered as cloud SaaS, it fits enterprise sales and customer advocacy programs that rely on references to close deals. Key capabilities Centralized reference repository CRM integration for data sync Spotlight search for quotes Reference request tracking Collateral and logo management Best for: Enterprise sales teams using customer references.
Upland RO Innovation is a customer reference management software designed to streamline and automate the process of handling customer references. It integrates with major CRM platforms like Salesforce and Microsoft Dynamics, making it easier for sales teams to access relevant customer references, testimonials, and logos without leaving their familiar environment. This integration helps businesses save time, reduce manual processes, and ensure that customer reference data is always accurate and up-to-date. The software also offers automated workflows that keep customer information organized, reducing the chance of using incorrect references and eliminating unnecessary communication delays. The software provides robust functionality aimed at improving sales performance. It includes tools that allow users to quickly filter and find relevant customer quotes, logos, and other reference materials that can be used to enhance sales calls and presentations. By automating the management of references, it helps businesses prevent customer burnout, ensuring that their most engaged customers are not overused or fatigued by frequent requests.
Pros & Cons
- +Seamless CRM integration with systems like Salesforce and Microsoft Dynamics
- +Automates customer reference workflows, reducing manual work
- +Helps prevent customer burnout through tracking
- +Robust analytics for better decision-making
- −Lack of detailed pricing information
- −Integration limited to certain CRMs
- −No mobile-specific features mentioned
Features
Key features
- Automated Workflows
- Ensures that customer reference information is always up to date, eliminating the need for manual checking.
- CRM Integration
- Seamless integration with CRM systems like Salesforce and Microsoft Dynamics to pull relevant customer references directly into the sales process.
- Reference Organization
- Centralized hub for customer references, enabling sales teams to access references quickly and efficiently.
- Spotlight Tool
- Filters and finds relevant customer quotes and facts for specific sales calls.
- Customer Engagement Tracking
- Prevents customer burnout by tracking and managing reference requests and ensuring sustainable engagement.
- Sales Collateral Customization
- Allows teams to create personalized reference materials to better appeal to prospects.
- Logo Use
- Easily access and share approved customer logos during sales calls.
- Nominations and Tracking
- Manage customer nominations for reference programs and track their contributions to sales efforts.
- Record Sales Wins
- Capture reference use and testimonials for future reference in sales and marketing efforts.
Additional features
- Automated Workflows
- Simplifies the process of maintaining accurate customer references by automating the updating of data.
- CRM Integration
- Integrates with CRM platforms, so users can pull references into the sales process directly from their CRM.
- References On-Demand
- Fast access to customer references stored in one place, ready to be used in sales pitches.
- Spotlights
- Quick filtering of relevant customer quotes for precise sales communication.
- Sales Collateral Customization
- Creation of unique, personalized reference materials for better customer engagement.
- Logo Use
- Allows for easy sharing of customer logos during sales presentations.
- Nominations
- Enables the nomination of customers as reference ambassadors.
- Record Sales Wins
- Documentation of references used in successful deals.
- Peer-to-Peer Trust Building
- Facilitates trust by providing authentic references from previous customers to help close sales.
Pricing
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About RO Innovation
RO advancement by Upland is a customer reference management platform that centralizes reference assets and makes them accessible to sales teams. It integrates with CRM systems to keep reference data current, provides tools to spotlight relevant quotes or case studies, and tracks customer engagement to prevent overuse. Teams can build tailored sales collateral and manage logo approvals from a single hub. Delivered as cloud SaaS, it fits enterprise sales and customer advocacy programs that rely on references to close deals. Key capabilities Centralized reference repository CRM integration for data sync Spotlight search for quotes Reference request tracking Collateral and logo management Best for: Enterprise sales teams using customer references.
RO Innovation Details
RO Innovation's In-App Market Place
Does RO Innovation have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), CHF (CHF), SEK (kr), NOK (kr), KRW (₩), RUB (₽), BRL (R$), MXN (Mex$), SGD (S$), HKD (HK$), DKK (kr), PLN (zł)
Pros & Cons
- Seamless CRM integration with systems like Salesforce and Microsoft Dynamics
- Automates customer reference workflows, reducing manual work
- Helps prevent customer burnout through tracking
- Robust analytics for better decision-making
- Lack of detailed pricing information
- Integration limited to certain CRMs
- No mobile-specific features mentioned
RO Innovation's Support Options
Email Address
privacy@uplandsoftware.comContact
+1 833-875-2631RO Innovation's Alternatives
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