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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.
Typical customers
Platforms supported
Support options
Training options
Starting from
No pricing info
Starting from
10
/user
Per month
Value for money
4.0
/5
19
Starting from
No pricing info
Value for money contenders
Overall Rating
4.2
/5
19
Positive reviews
7
9
2
1
0
Sherry A.
Computer Software, 501-1,000 employees
Used daily for 1-2 years
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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.
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.
Mary K.
Computer Software, 1,001-5,000 employees
Used daily for 2+ years
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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.
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.
Katie V.
Computer Software, 501-1,000 employees
Used daily for 6-12 months
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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.
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.
Admin reporting requires a bit of manual attention before it is useful. Email notifications triggered by the system are a poor user experience.
Verified reviewer
Information Technology and Services, 501-1,000 employees
Used daily for 2+ years
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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.
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.
Amy P.
Computer & Network Security, 1,001-5,000 employees
Used daily for 2+ years
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Finding reference customers
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
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