RO Innovation Features & Capabilities

RO Innovation

Gong.io

Fathom

Upland RO Innovation helps sales, marketing, and customer success teams easily search and find references, boot engagement with existing advocates, and scale customer reference programs.

Activity Dashboard

Activity Tracking

Advocate Management

Campaign Management

Collaboration Tools

Communication Management

Contact Management

Content Delivery

Content Library

Content Management

Customer Activity Tracking

Customer Advocacy

Customer Database

Customizable Reports

Employee Advocacy

Engagement Tracking

Event Triggered Actions

Filtering

For Sales Teams/Organizations

Forms Management

Gamification

Incentive Management

Nomination Tracking

Performance Management

Pre-Approved Content Library

Presentation Tools

Program Notices

Proposal Management

Real-Time Updates

Reference Request Automation

Reference Usage Tracking

Reporting/Analytics

Rewards Management

ROI Tracking

Sales Onboarding & Training

Search/Filter

Third-Party Integrations

Workflow Management

TechValidate

Flyx

InviteReferrals

Preferred Patron Loyalty

Sprinklr

StoryChief

BeAmbassador

Dynata Insights Platform

Oktopost

SocialChorus

ClientPoint

ExpertVoice

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!

modern and supportive

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. 

Decent starting point for young reference programs 

Best in class, but needs work.

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

Centralized location to manage reference accounts, track reward points, and requests. 

Great system with a wide range of features!

Reporting to see who is using the tool as this is a requirement for our sales team to submit nominations. Ease of use and the ability to put restrictions on a nomination for usage. 

Easy to Manage 

ROInnovation is a great database for our advocate clients

RO has been helpful for asset and reference management

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

Great for reference and asset management

RO Enablement is a decent tool for managing a customer reference program. 

we are still early in the implementation, but it is worlds better than their competitor.

we are a new implementation in the beginning phases.

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

Quick to get  up to speed and great UI

New training methods. basing your company off of data rather than value can definitely give your staff the tools they need to close the door on deals quickly.

Great tool and easy to use

We didn't have the integrations we needed in order to streamline our internal programs and ensure our data was up to date. Once we get the necessary integrations in place, we'll be able to take advantage of all the features and capabilities of the software. 

I've found the software to be easy to use, and it was a great user experience overall! 

RO Innovation screenshot: A configurable home screen can be tailored to streamline user access to the system's tools and activities

RO Innovation screenshot: An advanced search engine produces fast, relevant results from a content library, with a range of filters

RO 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 time

RO Innovation screenshot: RO Enablement integrates with third party systems including Salesforce, Marketo, Influitive, Gainsight, Microsoft Dynamics, Sugar CRM and more

RO Innovation Features

Features Summary

Screenshots

Contenders comparison

Common RO Innovation comparisons

Reviewers who mentioned features said: