Upland RO Innovation

Customer reference management software to help you organize existing customer references, expand your pool of advocates, and close deals faster. With RO Innovation, you’ll never need to send another desperate customer reference request email – instead, you’ll have one go-to location for tracking references, testimonials, quotes, case studies and more. With robust recording capabilities and automatic workflows, you can easily accelerate and track reference nominations and requests. Build a self-sustaining reference funnel and launch a program your sales team will be excited to join. RO Innovation allows you to:

Prove your ROI with analytics

• Standard and custom dashboards available.

• Showcase how references accelerate deals.

• Highlight revenue influenced by references to demonstrate your program's value.

Integrate with leading CRMs

• Search for and request references without leaving Microsoft Dynamics.

• RO Innovation can suggest the best-fitting references based on the opportunity.

Create microsites in minutes

• Share groups of related reference assets.

• Get notified when prospects view microsites.

• Capture new leads when prospects forward microsites to other decision-makers.