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RO Innovation

Customer reference management software to close deals fast.

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RO Innovation Pricing, Features, Reviews and Alternatives

RO Innovation product overview

Price starts from

No info

What is RO Innovation?

Upland RO Innovation is a leading customer reference management solution, helping enterprises harness the voice of the customer in sales and marketing initiatives to win new business faster. A central repository of reference customer contact details and content enables sales with the most effective reference materials at every stage of the sales cycle. Workflows streamline reference request approvals, tracking prevents reference overuse, and microsites simplify content sharing, while real-time analytics prove engagement and revenue driven by customer advocacy.

Key benefits of using RO Innovation

  • RO Innovation 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    FAQs/Forum
    Knowledge Base
    Email/Help Desk

    Training options

    Live Online
    Webinars
    In Person
    Documentation
    Videos

    RO Innovation pricing information

    Value for money

    4.0

    /5

    19

    Price starts from

    No info

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Gong.io
    Value for money
    #1
    RepZio
    Value for money
    #2
    Wingman
    Value for money
    #3
    RO Innovation
    Value for money
    #4

    RO Innovation features

    Functionality

    3.9

    /5

    19
    Total Features42 4 categories

    Most valued features by users

    Contact Management
    Third Party Integrations
    Activity Dashboard
    Reporting/Analytics
    Collaboration Tools
    Search/Filter
    Workflow Management
    Campaign Management

    Functionality contenders

    Gong.io
    Functionality
    #1
    Outreach
    Functionality
    #2
    RepZio
    Functionality
    #3
    RO Innovation
    Functionality
    #4

    RO Innovation users reviews

    Overall rating

    4.2

    /5

    19

    Positive reviews

    84%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.28/10
    Rating distribution

    5

    4

    3

    2

    1

    7

    9

    2

    1

    0

    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.

    Sherry A.

    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.

    Sherry A.

    It was wonderful to have one place that held all our reference information, and it was easy to access and find the information that we needed within a few minutes, rather than hours.

    BP

    Becca P.

    Cons
    Getting other aspects of the business on-board and trained on the application is sometimes difficult.

    AR

    Anonymous Reviewer

    Developer resources are limited - sometimes it can take a very long time to see enhancements to the platform. In some cases we have had to wait over a year on things to roll out.

    Kevin L.

    We implemented RO almost 2 years ago because we had no main hub for all of our content.

    KL

    Kim L.

    Overall rating contenders

    RO Innovation
    Overall rating
    #1
    Gong.io
    Overall rating
    #2
    Outreach
    Overall rating
    #3
    RepZio
    Overall rating
    #4
    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

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

    Reviewed 4 years ago

    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.

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    modern and supportive

    Reviewed 4 years ago

    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!

    Pros

    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.

    Cons

    Does not have the capability to show you how often you have used a reference without running a report and when viewing the Requests queue, we can not view by person on the team that the request has been assigned to - again, you have to run a report.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

    Share this review:

    Decent starting point for young reference programs

    Reviewed 4 years ago

    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.

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Best in class, but needs work.

    Reviewed 3 years ago
    Pros

    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.

    Cons

    Does not live up to the sales pitch in many areas. The User interface is dated (even the new Responsive design). Reporting is clunky. Total lack of modern "Dashboard" views.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

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

    Reviewed 4 years ago

    Finding reference customers

    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

    RO Innovation FAQs and common questions

    RO Innovation has the following pricing plans:
    Pricing model: Subscription


    RO Innovation has the following typical customers:
    Large Enterprises, Mid Size Business, Small Business


    RO Innovation supports the following languages:
    English


    No, RO Innovation does not have an API available.


    RO Innovation integrates with the following applications:
    Jive, Pardot, Salesforce Sales Cloud, SugarCRM, Gainsight CS, Influitive, Marketo Engage, Oracle Eloqua


    RO Innovation offers the following support options:
    Phone Support, FAQs/Forum, Knowledge Base, Email/Help Desk

    Related categories