RO Innovation Features

RO Innovation

Customer reference management software to close deals fast.

4.16/5 (19 reviews)

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Activity Dashboard
Activity Tracking
Advocate Management
Analytics/ROI Tracking
Budgeting/Forecasting
Campaign Management
Collaboration Tools
Communication Management
Contact Management
Content Delivery
Content Library
Content Management
Customer Activity Tracking
Customer Advocacy
Customizable Reports
Dashboard Creation
Employee Advocacy
Engagement Tracking
Event Triggered Actions
Filtering
For Sales Teams/Organizations
Forms Management
Gamification
Incentive Management
Nomination Tracking
Performance Management
Performance Metrics
Pre-Approved Content Library
Presentation Tools
Program Notices
Proposal Management
Real Time Monitoring
Real Time Notifications
Real-time Updates
Reference Usage Tracking
Referral Tracking
Reporting/Analytics
Request Assignment
Rewards Management
Sales Activity Management
Sales Onboarding & Training
Search/Filter
Third Party Integrations
Training Management
Website Integration
Workflow Management
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Activity Dashboard
Activity Tracking
Advocate Management
Analytics/ROI Tracking
Budgeting/Forecasting
Campaign Management
Collaboration Tools
Communication Management
Contact Management
Content Delivery
Content Library
Content Management
Customer Activity Tracking
Customer Advocacy
Customizable Reports
Dashboard Creation
Employee Advocacy
Engagement Tracking
Event Triggered Actions
Filtering
For Sales Teams/Organizations
Forms Management
Gamification
Incentive Management
Nomination Tracking
Performance Management
Performance Metrics
Pre-Approved Content Library
Presentation Tools
Program Notices
Proposal Management
Real Time Monitoring
Real Time Notifications
Real-time Updates
Reference Usage Tracking
Referral Tracking
Reporting/Analytics
Request Assignment
Rewards Management
Sales Activity Management
Sales Onboarding & Training
Search/Filter
Third Party Integrations
Training Management
Website Integration
Workflow Management
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Activity Dashboard
Activity Tracking
Advocate Management
Analytics/ROI Tracking
Budgeting/Forecasting
Campaign Management
Collaboration Tools
Communication Management
Contact Management
Content Delivery
Content Library
Content Management
Customer Activity Tracking
Customer Advocacy
Customizable Reports
Dashboard Creation
Employee Advocacy
Engagement Tracking
Event Triggered Actions
Filtering
For Sales Teams/Organizations
Forms Management
Gamification
Incentive Management
Nomination Tracking
Performance Management
Performance Metrics
Pre-Approved Content Library
Presentation Tools
Program Notices
Proposal Management
Real Time Monitoring
Real Time Notifications
Real-time Updates
Reference Usage Tracking
Referral Tracking
Reporting/Analytics
Request Assignment
Rewards Management
Sales Activity Management
Sales Onboarding & Training
Search/Filter
Third Party Integrations
Training Management
Website Integration
Workflow Management
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RO Innovation Feature Reviews

18 reviewers had the following to say about RO Innovation's features:

Anonymous
(Information Technology and Services company, 501-1000 employees)

Best in class, but needs work.

2018-10-31

Pros

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.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1001-5000 employees)

Great system with a wide range of features!

2018-02-06

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

Pros

Request management is easy to tract, especially at a product-level.

Cons

More hands-on, DIY access for Admin users would be great. Being able to view requests in queue by owner or by reference customer associated would be useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Todd G.

Great for reference and asset management

2018-02-06

Pros

This includes the database of clients and contacts, documents, integration with SFDC, tagging, reporting and everything else.

Cons

The tool can be a little slow to navigate and the UX could use some updating, but these are fairly minor.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-02-06

Pros

It's easy to use and intuitive and makes tracking customer reference activity simple and straightforward.

Cons

It isn't a great CRM tool and so sometimes managing those relationships is a bit cumbersome with this tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Katie V.

Decent starting point for young reference programs

2018-02-06

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

Email notifications triggered by the system are a poor user experience.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

we are a new implementation in the beginning phases.

2018-02-07

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

Pros

- UI is pleasing to the business user

Cons

- some functions aren't intuitive, when you go to "create a request", if you scroll down the page, and hit the + button, nothing happens. When in fact, the "create a request" pops up, but you can't see if because it is at the top of the page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gina M.

Easy to Manage

2018-02-07

Reporting to see who is using the tool as this is a requirement for our sales team to submit nominations.

Pros

The tool has provide our sales team an easy to use tool when searching for references while giving them the visibility into not only product information but down to specific features that we use.

Cons

Only thing that I would like to see is a renewal feature included with active, rejected, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mary K.

modern and supportive

2018-02-06

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

Like the Dashboards that were created for us when we first came onto the software.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tanner L.

Quick to get up to speed and great UI

2018-03-01

Pros

Easy to use UI and integrations.

Cons

Lots of options within the system can lead to a little bit of difficulty in getting the most out of the integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Chuck Q.

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

2018-02-07

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Amy P.

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

2018-02-07

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.

Cons

Not as easy to build custom requests on the fly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

ROInnovation is a great database for our advocate clients

2018-02-20

Pros

Quick searches even though we have a ton of accounts listed Great number of separation fields Reporting is robust for our needs

Cons

Best of breed usually costs more Getting other aspects of the business on-board and trained on the application is sometimes difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sherry A.

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

2018-02-06

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt D.

Helps define our customer reference program

2018-02-07

Enables us to keep track of customer references and leverage them the best way possible.

Pros

We like the ability to integrate into Salesforce.com.

Cons

We need to figure out better ways to increase overall usage of the program and tool

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Becca P.

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

2018-02-07

We didn't have the integrations we needed in order to streamline our internal programs and ensure our data was up to date.

Pros

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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1001-5000 employees)

Great tool and easy to use

2018-03-05

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.

Pros

very straight forward product with a very intuitive data structure.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Kim L.

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

2018-02-06

Pros

We use it primarily as a content repository and it's great. Easy to search and find specific content based on tags.

Cons

Unfortunately I have to say the customer support has been a bit less than expected. Slow response time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Nicole M.

So far everything has been organized and coming along expeditiously.

2018-02-06

Makes setting up references simple and helps the Sales team to select what they are needing and helping me with their requests so we are all on the same page.

Pros

Seems robust enough that you have many options to make it as granular or as simple as you may need it to be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more