Upland RO Innovation

Upland RO Innovation is customer reference management software that automatically serves up your best advocates to elevate brand awareness and win more deals.

Thousands of users across sales, marketing, and customer success use Upland RO Innovation to easily search and find references, boot engagement with existing advocates, and scale customer reference programs. Whether it’s a phone reference, in-person or virtual speaker, feedback for peer review sites, analyst call, or any other activity, RO Innovation helps you find the best references for the job based on their preferences.

Top three reasons why customers love RO Innovation:

1) Enhance collaboration teams: Replace the chaos of frantic emails or messages seeking references from colleagues. Effectively notify, monitor, and report on all customer advocacy activities and approval statuses spanning various regions and teams. Proactively identify and swiftly address gaps in your reference funnel. Establish and monitor thresholds, utilizing automation to prevent reference burnout and unauthorized outreach.

2) Align references with the buyer journey: Streamline the process of providing customer references to support each 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 different stages of the sales cycle.

3) Add context into your CRM for sales opportunities: Achieve seamless integration with CRM systems, enabling the configuration of workflows to automatically track the impact of reference activity throughout your sales funnel. Capture essential details at the contact, account, and opportunity levels.

Ready to say goodbye to frantic emails to account managers and tracking references in spreadsheets?

Learn more: https://uplandsoftware.com/roinnovation/