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Software Status:Active

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

Vendor
Upland Software
Year Launched
2010
Location
Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788, USA
Deployment
cloud
Training Options
documentation, videos, live online, in person
Countries Served
All Countries
Languages
English, French, German, Spanish, Italian
Users
Sales teams within B2B businesses, Marketing teams that need access to testimonials and customer stories, Customer advocacy and reference program managersSales teams within B2B businesses, Marketing teams that need access to testimonials and customer stories, Customer advocacy and reference program managers
Industries Served
Information Technology, Marketing, Sales Operations, Customer Advocacy, Business Operations
Tags
Customer Reference Management, CRM Integration, Automated Workflows, Sales Enablement, Peer-to-Peer Trust Building

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

Free trial
Free version
Request a quote
Promo Offer

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

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