Upland RO Innovation is customer reference management software that automatically serves up the best customer references to elevate brand awareness. It can be used by sales, marketing, and customer success to search and find references, boot engagement with existing advocates, and scale customer reference programs.
Top reasons why customers use RO Innovation:
1) Improve business efficiency across teams: Replaces emails or messages to colleagues looking for a reference. Users can notify, track, and report on customer advocacy activities and approval statuses across regions and teams, or proactively identify gaps in the reference funnel and address them quickly.
2) Matches references to the buyer journey: Automatically serves up customer references to support each phase of the buyer journey from awareness all the way to closed-won. Additional insights help target references by opportunity type, ensuring connection with references who are most effective at different stages of the sales cycle.
3) Capture the right context in a CRM for sales opportunities: Its integration with CRM systems allows users to configure workflows to automatically track the impact of reference activity across the sales funnel, capturing key details at the contact, account, and opportunity.
4) Build and maintain strong relationships with references: 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 find the best references for the job based on their preferences, set and track thresholds, and use automation to prevent reference burnout and unauthorized outreach.