RO Innovation | Customer Reference Management

Great advocacy/reference management system!

We have used this app for several years and found it to work very well for our client advocacy program supporting the sales needs of a global Fortune 200 company with hundreds of solutions. It is intuitive and they are continually adding new features and data analytics options. Our Customer Service Manager, Sharon Parsons, is the best and ensures we are informed and satisfied. The only suggestion I have is to increase the opportunities for sharing within this network of client advocacy professionals. I would recommend this app to others.

RO Innovation - The Customer Advocacy Platform

Moving through sales references, asset pipeline creation, and customer storytelling, the RO Innovation platform has allowed us to take Customer Advocacy to the next level. Prior to RO, we struggled to measure storytelling deliverables, program ROI, reference selling, and customer usage results to sales. Each of the four times I have implemented the platform we have been able to track and delivered global storytelling, customer engagement, and advocacy. The platform meets our stakeholder requirements while also allowing me to report metrics on our Customer Advocacy program. And the team at RO Innovations, they are nothing short of amazing. They are a constant and great partner along our journey.

RO Innovation is vital to our program

Our Customer Advocacy team relies heavily on RO Innovation's customer reference platform. We are able to properly manage all of our reference contacts and content in one consolidated area. The ability to run reports using Upland Analytics is one of the best features, as we can see asset usage, reference pipeline, and build out specific dashboards depending on our needs. The level of configurability is also great, as different functions can be tailored to a companies individual program. The level of support and communication we get from Upland and from our CSM is amazing.

RO Innovation is the current market leader

RO Innovation is the best platform for managing customer reference programs. Here are the top things I love about it: 1. Easily connects to Salesforce - our sales reps can quickly find a reference right from within Salesforce. 2. Rewards - managing rewards for our customers is simple. 3. Search - easily find the right reference quickly and you can export search results, which makes them easy to share. 4. Surveys - easily gather feedback about each reference call to understand the impact of your program

No more spreadsheets, helps preserve and respect the customers we worked so hard to earn!

Easy to use, methodical replacement to spreadsheets and shared files to track this data

RO Innovation plays a critical role in Customer Advoacy

Our Customer Advocacy team relies heavily on RO Innovation and Reference View in order for our program to run smoothly. The ability to capture information about customer advocates, as we well as the ability to easily view, and export, that information is critical, and the system makes it easy to do that. Workflow for managing reference requests was also an important feature for us. Having previously used a native Salesforce application, we now find it easier to make any updates or configuration changes to the system. This allows us to keep up with the fast pace, and any changing needs, of our business. Reporting has been another quick win, with RO Innovation's rich, yet easy to use reporting capabilities. We look forward to growing our use of the solution, considering RO Innovation as a trusted partner in the process!

Reference View is KEY to achieving a successful reference program

This platform empowers our sales and marketing teams to source customer information from a reliable database, giving us time back to focus on content development and scaling the program. The tool is extremely user friendly and customizable to our unique business needs. We are able to run gap analysis at the click of a button to help ensure that we are growing our references pipeline in the right areas. I would be absolutely lost without Reference View.

RO Innovation a Valued Partner in the Future Success of our Customer Reference Program

RO Innovation’s Reference View has empowered our small reference team to drive our customer reference program into the next generation of reference management technology. We have moved from homegrown spreadsheets to a very user friendly platform. It has helped us to identify and streamline our process, and enables our program to scale for future growth. The sync between Reference View and Salesforce, allows us to provide a more organized and comprehensive client snapshot for our global sales team, leading to better reference matches and shorter sales cycle. Reporting capabilities within Reference View are very extensive. I appreciate the quick reports that have already been developed within the tool. We are able to provide detailed revenue impact metrics and reports to our executive teams. I look forward to a continued partnership with RO Innovation as our customer reference program continues to grow.

Powerful tool and easy to

We are newer users of Reference View from RO Innovation, but have already seen what a powerful tool it is! Implementation by the team was quick and easy and we had no issues training our Sales Team at Sprout Social on how to use it. The seamless integration with Salesforce and configurability of the platform made it the clear choice for us to launch our reference program.

Great overall product and partner!

RO Innovation has allowed us to bring our reference program to the next level. Prior to RO, we had no standard process and no way to measure exactly who were completing references for us and how often. With RO, we're able to put parameters around our reference usage and ensure we're meeting the needs of our prospects, customer references and internal teams. The RO team has been great to work with as well!