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description: Review of RO Innovation Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland.
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title: RO Innovation | Reviews, Pricing & Demos - SoftwareAdvice IE
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# RO Innovation

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> Upland RO Innovation is customer reference management software that puts the spotlight on your best advocates so you can enhance brand visibility and win more deals.&#10;&#10;Make it easy to find approved references by eliminating the chaos of frantic emails or messages.&#10;&#10;Monitor and report on customer reference requests and approval statuses across various teams.&#10;&#10;Take a proactive approach to identify and promptly address gaps in your reference funnel.&#10;&#10;Establish thresholds to prevent reference burnout.&#10;&#10;Thousands of users in sales, marketing, and customer success rely on RO Innovation to search for references, engage their best advocates, and grow their pool of reliable references.&#10;&#10;Top 3 reasons customers love RO Innovation:&#10;&#10;Foster team collaboration: Bid farewell to the chaos of frantic emails or messages when seeking references from colleagues. Streamline the process by efficiently notifying, monitoring, and reporting on all customer advocacy activities and approval statuses across diverse regions and teams in one system. &#10;&#10;Connect customer references with the buyer journey: Match your customer's references with the right 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 the best matches are made at various stages of the sales cycle.&#10;&#10;Provide more context in your CRM for sales opportunities: Achieve seamless CRM integration, empowering you to configure workflows that automatically track the impact of reference activity throughout your sales funnel. Capture essential details at the contact, account, and opportunity levels.
> 
> Verdict: Rated **4.2/5** by 19 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.2/5** | 19 Reviews |
| Ease of Use | 3.9/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Upland Software
- **Location**: Austin, US
- **Founded**: 2004

## Commercial Context

- **Starting Price**: US$10.00
- **Pricing model**: Flat Rate
- **Pricing Details**: Contact Upland Software for full pricing information.
- **Target Audience**: 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Albania, Andorra, Austria, Belarus, Belgium, Bosnia & Herzegovina, Bulgaria, Croatia, Cyprus, Czechia, Denmark, Estonia, Faroe Islands, Finland, France, Germany, Gibraltar, Greece, Greenland, Guernsey and 34 more

## Features

- Activity Dashboard
- Activity Tracking
- Advocate Management
- CRM
- CRM Integration
- Campaign Management
- Collaboration Tools
- Communication Management
- Contact Management
- Content Library
- Content Management
- Customer Activity Tracking
- Customer Advocacy
- Customer Database
- Customisable Reports
- Employee Advocacy
- Engagement Tracking
- Event Triggered Actions
- Filtering
- Forms Management

## Integrations (10 total)

- Gainsight CS
- HubSpot CRM
- Influitive
- Jive
- MS Dynamics
- Marketo Engage
- Oracle Eloqua Marketing Automation
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- SugarCRM

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support

## Category

- [Sales Enablement Software](https://www.softwareadvice.ie/directory/595/sales-enablement/software)

## Related Categories

- [Sales Enablement Software](https://www.softwareadvice.ie/directory/595/sales-enablement/software)
- [Advocacy Software](https://www.softwareadvice.ie/directory/3810/advocacy/software)
- [Content Marketing Software](https://www.softwareadvice.ie/directory/1839/content/software)
- [Customer Reference Software](https://www.softwareadvice.ie/directory/4211/customer-reference-management/software)

## Alternatives

1. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (984 reviews)
2. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews)
3. [monday CRM](https://www.softwareadvice.ie/software/348745/monday-sales-crm) — 4.7/5 (453 reviews)
4. [monday.com](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (5726 reviews)
5. [Vanillasoft](https://www.softwareadvice.ie/software/122131/vanilla-soft) — 4.6/5 (233 reviews)

## Reviews

### "Reference View has been a great too for me.  I can keep track of" — 5.0/5

> **Sherry** | *6 February 2018* | Computer Software | Recommendation rating: 10.0/10
> 
> **Pros**: It helps me keep track of our advocates and match them to requests that are a good fit for them.  It also allows me to protect them from overuse and recognize them for their contributions.   We've grown our advocacy program a great deal over the last 3 years and I can't even imagine trying to do what we do out of a spreadsheet\!   Now my information is very organized and it's pretty easy for me to pull the information I need out of it.   The RO team is very responsive and easy to work with.
> 
> **Cons**: There are a lot of features/fields that we don't use, so there's some clutter, but it's not a problem to work around it.
> 
> I'm able to organize information about or advocates that allows me to match them to requests, protect them from overuse, reward and recognize them for their contributions.  I've been able to report trends  and the impact that our advocates are having on our bottom line.

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### "RO Innovation puts the entire company rolodex of customer advocates into the hands of every employee" — 5.0/5

> **Chuck** | *7 February 2018* | Recommendation rating: 9.0/10
> 
> **Pros**: I've used 3 different customer reference management platforms over the past 12 years and RO Innovation has proven to be the most impactful  one for getting customer advocates into the sales teams hands.  As an administrator, the simplicity of the platform allows the reference team to focus on curating new advocates vs. administrative tasks. The integration into Salesforce is a key part of the platform for sales users, giving them access to RO Innovation via a tool they already use daily.   With a large sales team, this self service aspect is key.  Overall, the responsiveness of RO Innovation employees is incredible and they are a valued partner.  They also give back to the customer reference community by hosting a can't miss annual thought leadership conference.
> 
> **Cons**: As my companies product lines evolve, I find myself tweaking the RO Innovation instance to include new dashboards, filter functionality and hosting training sessions.  RO Innovation is not "a set it and forget it" platform.  It has many capabilities and one has to be thoughtful of how RO Innovation can adapt to support new needs from your business.

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### "Decent starting point for young reference programs" — 2.0/5

> **Katie** | *6 February 2018* | Computer Software | Recommendation rating: 5.0/10
> 
> **Pros**: RO provides a nice framework for a company who is getting started with a reference program. The search functionality to search for customer and/or content by criteria such as use case, industry, key competitor, ex... is very helpful.
> 
> **Cons**: Admin reporting requires a bit of manual attention before it is useful. Email notifications triggered by the system are a poor user experience.
> 
> We are not using the content/spotlight features, although I wish we were. Without leveraging this functionality, I am not sure that the software is worth its cost. It is helpful to organize and track reference notes, but reporting is challenging.

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### "Best in class, but needs work." — 4.0/5

> **Verified Reviewer** | *31 October 2018* | Information Technology & Services | Recommendation rating: 8.0/10
> 
> **Pros**: RO Enablement is the best in class reference management platform available. &#10;Full featured, flexible, and many, many options.&#10;RO has options for not only reference management, but Content (Marketing Asset) sharing, and sales ennoblement tools.
> 
> **Cons**: Does not live up to the sales pitch in many areas. &#10;The User interface is dated (even the new Responsive design).&#10;Reporting is clunky.&#10;Total lack of modern "Dashboard" views.

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### "RO Innovation is an excellent customer advocacy tool that I use daily" — 5.0/5

> **Amy** | *7 February 2018* | Computer & Network Security | Recommendation rating: 10.0/10
> 
> **Pros**: Ease of use and for both the advocacy team and sales team. Easy to find out who the contact person is an what they have done. Great for tracking
> 
> **Cons**: Not as easy to build custom requests on the fly. But the engineering team is awesome and will help build your request and meet your needs
> 
> Finding reference customers

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.ie/software/318526/ro-enablement)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/marketing/ro-enablement-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/318526/ro-enablement> |
| en-GB | <https://www.softwareadvice.co.uk/software/318526/ro-enablement> |
| en-IE | <https://www.softwareadvice.ie/software/318526/ro-enablement> |
| en-NZ | <https://www.softwareadvice.co.nz/software/318526/ro-enablement> |

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