RO Innovation Pricing, Features, Reviews & Comparison of Alternatives

RO Innovation

Customer reference system with content and sales enablement

4.16/5 (19 reviews)

RO Innovation overview

RO Enablement, part of the RO Innovation platform from Upland Software, is a cloud-based customer reference and sales enablement software solution designed to support organizations with the acceleration of sales cycles. By enabling sales reps to leverage the necessary customer reference and sale marketing content, users are empowered to differentiate value, cultivate buyer trust levels and close deals more efficiently. With RO Enablement, customer reference and sales enablement content can be created, deployed, managed, and measured. Those references can be managed and accessed more effectively via a centralized content library that can be queried with the software's advanced, filterable search engine.

Customers can then be activated at the right moments within the buying process by initiating engagement around their specific interests, with the ability to pre-package content within sharable microsites. Engagement activity with this marketing collateral can then be tracked in real time, with RO Enablement providing notifications and updates on a range of system events. Users can then monitor buyer engagement and identify content gaps with built-in quick report options, a from scratch report builder and dashboard data visualizations on program data metrics. Subsequent key features include a customizable system home screen for prioritizing tool access, plus the provision of automated multi-step workflows around the handling of customer reference request approvals. Additionally, RO Enablement provides a number of third party integrations for a host of leading sales CRM, marketing automation and customer engagement systems.


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Business size



United States

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RO Innovation screenshot: A configurable home screen can be tailored to streamline user access to the system's tools and activitiesRO|Enablement OverviewRO Innovation screenshot: An advanced search engine produces fast, relevant results from a content library, with a range of filtersRO Innovation screenshot: Multi-step and automated review and approval workflows promise faster fulfillment with protected customer relationshipsRO Innovation screenshot: Dashboard reporting allows users to identify, view, and digest system data, along with visualized metrics on customer references, content assets and KPIs etcRO Innovation screenshot: Microsites, both pre-built or created on-the-fly, can be used to package and present sales and marketing collateral to prospects, with engagement tracked in real timeRO Innovation screenshot: Real time notifications support workflows within the platform, notifying users of events such as new customer reference nominations, reference request submissions, along with prospect engagements with received sales materials etcRO Innovation screenshot: RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and moreRO Innovation screenshot: Robust reporting capabilities include pre-formatted quick report options such as content asset summary, plus a dedicated report builder for generating reports from scratchRO Content Enablement

RO Innovation reviews

Value for money
Ease of use
Customer support
Chuck Quigley

RO Innovation puts the entire company rolodex of customer advocates into the hands of every employee

Used daily for 2+ years
Reviewed 2018-02-07
Review Source: Capterra

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.

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Sherry Arnold

Reference View has been a great too for me. I can keep track of

Used daily for 1-2 years
Reviewed 2018-02-06
Review Source: Capterra

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. 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.

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Mary Ketter

modern and supportive

Used daily for 2+ years
Reviewed 2018-02-06
Review Source: Capterra

Able to handle all historical data on all referenceable customers which enables sales/marketing to easily find customers that they are searching for which empowers them to do a good job!Easy to use. Like the Dashboards that were created for us when we first came onto the software. It doesn't ever seem to be slow to respond, usually very quick.

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Best in class, but needs work.

Used daily for 2+ years
Reviewed 2018-10-31
Review Source: Capterra

RO Enablement is the best in class reference management platform available. Full featured, flexible, and many, many options. RO has options for not only reference management, but Content (Marketing Asset) sharing, and sales ennoblement tools.

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Amy Pang

RO Innovation is an excellent customer advocacy tool that I use daily

Used daily for 2+ years
Reviewed 2018-02-07
Review Source: Capterra

Finding reference customersEase 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

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RO Innovation pricing

Starting from
Pricing options
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Contact Upland Software for full pricing information.

RO Innovation features

Activity Dashboard
Search Functionality
Third Party Integration

API (127 other apps)
Activity Tracking (54 other apps)
Automatic Notifications (46 other apps)
CRM Integration (108 other apps)
Collaboration Tools (43 other apps)
Contact Database (48 other apps)
Customizable Templates (38 other apps)
Data Import/Export (40 other apps)
Email Integration (44 other apps)
Lead Capture (38 other apps)
Lead Management (39 other apps)
Monitoring (44 other apps)
Real Time Data (53 other apps)
Reporting & Statistics (40 other apps)
Sales Analytics (49 other apps)
Sales Reporting (51 other apps)
Sales Tracking (42 other apps)

Additional information for RO Innovation

Key features of RO Innovation

  • Notifications
  • Loyalty program
  • Email management
  • Program notices
  • Reference usage tracking
  • Referral partner list
  • User access controls
  • Presentation management
  • Proposal management
  • Dashboard creation
  • Activity dashboard
  • Customizable approvals
  • Search functionality
  • Content library
  • Content filtering
  • Website integration
  • Real time monitoring
  • Engagement analytics
  • Tracking features
  • Real time notifications
  • Third party integration
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RO Enablement is a cloud-based software solution for the creation, deployment, management and measurement of customer reference and sales enablement content.

Pre-Built microsites or those created on-the-fly can be used to package, present and share sales marketing materials from the system's centralized content library, with engagements tracked in real time.

Reporting capabilities include quick report options and from scratch report builder tool, while dashboards also visualize system data and KPI metrics.

A configurable home screen allows users to tailor access to important tools and system activities, while real time notifications update on a range of events including when sales prospects engage with shared marketing materials.

Secured third party integrations across CRM, marketing automation and customer engagement include support for leading software such as Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM, Eloqua, Pardot and more.