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Upland RO Innovation Reviews & Product Details

Upland RO Innovation Overview

What is Upland RO Innovation?

Upland RO Innovation is customer reference management software for companies that win. The platform enables businesses to automatically serve up the best customer references, when they’re needed, use AI to leverage intelligence from Sales Wins, and track the impact of references on sales. With integrations to CRM systems like Salesforce, Microsoft Dynamics, and HubSpot, RO Innovation makes it easy to find customer references and testimonials to help sales teams close deals, faster. Customers love RO Innovation for its ability to improve business efficiency across teams, reference match to the buyer journey, capturing the right context in your CRM for sales opportunities, building and maintaining strong relationships with references. Learn more at www.uplandsoftware.com/roinnovation/

Upland RO Innovation Details
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English
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Product Description

Upland RO Innovation is customer reference management software for companies that win. The platform enables businesses to automatically serve up the best customer references, when they’re needed, use AI to leverage intelligence from Sales Wins, and track the impact of references on sales. With integrations to CRM systems like Salesforce, Microsoft Dynamics, and HubSpot, RO Innovation makes it easy to find customer references and testimonials to help sales teams close deals, faster.

How do you position yourself against your competitors?

RO Innovation's platform sits as the critical hub between the customer advocacy, sales and marketing technology stacks, serving as the critical link between customer advocates, the buyer's journey and sales engagement with prospects. No other system in the world integrates sales and marketing workflows, customer intelligence, and relevant content and makes it actionable in the hands of sellers at the right time and right stage of the buyer's cycle - all while giving you the data and analytics to prove real-time effectiveness of content and attribute new revenue driven by customer advocacy.


Seller Details
Year Founded
2010
HQ Location
Austin, TX
Twitter
@UplandSoftware
917 Twitter followers
LinkedIn® Page
www.linkedin.com
1,025 employees on LinkedIn®
Ownership
NASDAQ:UPLD
Total Revenue (USD mm)
$291
Description

Upland Software Inc. enables global businesses to work smarter with over 25 proven enterprise cloud software products that increase revenue, reduce costs, and deliver immediate value. Our solutions offer many integrated AI capabilities and cover digital marketing, knowledge management, contact center service, sales productivity, content lifecycle automation, and more. Upland's powerful cloud products are trusted by more than 10,000 global customers.


Kevin M.
KM
Overview Provided by:
Product Marketing Director | MBA, Marketing | User-Centric Storyteller | B2B SaaS | 12+ Years Marketing Experience ✈

Recent Upland RO Innovation Reviews

Verified User
A
Verified UserEnterprise (> 1000 emp.)
4.0 out of 5
"RO Innovation Gets the Job Done for Reference Management"
RO Innovation provides foundational reference management program capabilities and integrations to keep reference data in once place for ease of use.
Gemma B.
GB
Gemma B.Enterprise (> 1000 emp.)
5.0 out of 5
"Cannot do my job effectively without this tool"
Central source of truth, stakeholder reporting
Verified User
A
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Upland RO - Exceptional Customer Advocacy & Reference Platform"
I have been with Upland RO through the last five companies in my career. In cusotmer advocacy marketing, we always needed a robust platform to mana...
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Upland RO Innovation Media

Upland RO Innovation Demo - References on-demand
References all over the place? Find the references you need, when you need them - faster.
Upland RO Innovation Demo - Optimize workflows and scale for growth
Use automation to track and manage ​day-to-day tasks quicker and keep your reference engine moving. ​
Upland RO Innovation Demo - Work in your CRM comfort zone
Intuitive integration with your CRM, like Salesforce and Microsoft Dynamics, puts the most relevant content and customer references on the Opportunity record based on stage of the sales cycle.
Upland RO Innovation Demo - Go beyond logos
Go one step further to build up credibility from social-proof galore. Leave your competition in the dust.
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19 Upland RO Innovation Reviews

4.1 out of 5
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19 Upland RO Innovation Reviews
4.1 out of 5
19 Upland RO Innovation Reviews
4.1 out of 5

Upland RO Innovation Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Upland RO InnovationQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Computer Software
AC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland RO Innovation?

RO Innovation provides foundational reference management program capabilities and integrations to keep reference data in once place for ease of use. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

While the UI has improved, it has always been a hard tool to navigate as an admin to find what you're looking for - especially with reporting. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

Our company needs one database and one source of truth for growing our list of customer references. It has taken years for our team to adopt the tool and we still have challenges with teams using their own "secret" references but we have no way to track, monitor and tie revenue back to references when doing things the manual way. We have been able to stand up a basic reference program with the help of RO Innovation. Review collected by and hosted on G2.com.

Gemma B.
GB
Customer Marketing Director
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland RO Innovation?

Central source of truth, stakeholder reporting Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

Some updates cannot be in house and need to be referred back to Upland Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

It enables us to have a central repository for our advocacy program where our customer advocates and their associated data are easily found and made searchable. It is a library for all our customer content and the tool automates the request and nomination workflowa, aloowing my team to concentrate on more strategic work. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
AC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Upland RO Innovation?

I have been with Upland RO through the last five companies in my career. In cusotmer advocacy marketing, we always needed a robust platform to manage the carious programs. From references, asset sharing customer evidence, nominations and tracking activities - this is hands down the BEST! And I should know, I have implemented it five times, and always looks for a change to bring in the technology. THe company, and their teams are top- class. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

I don't dislike anything about Uploand RO. They have come along way since 2010, and have listened to their customers feedback in order to grow the platform. Keep listening, learning, and implementing new features. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

Cutomer evidence (use case, challenges, results) was scattered all over the organization. From G Drives, on computers, hidden in portals - it was not accessable. Along somes RO to set up a very easy to use platform for customer intel, references, managing public and private assets, nominations, and more. RO is your self-serving, 24/7 platform to gain valuable customer evidence to support strategic priorities. Review collected by and hosted on G2.com.

Gary F.
GF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Upland RO Innovation?

Their knowledge of running and updating a reference platform, and their ability to customize our reference platform to fit the needs of the organization Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

The occassional small software glitches that show up in the platform, however, RO Customer Support has been very responsive to quickly resolve most issues Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

Taking the existing platform from 1 to 9 go-to-markets, and update the information in the platform to better serve Sales and Marketing Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Upland RO Innovation?

It allows us to be the one central place to track all customer engagement as well as any customer collateral. Not only do we track acts of advocacy but other participations as well such as user group and executive meeting attendees. One clear picture in one place. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

When a change needs to be made to the database that is not a simple fix, it can smetimes fall into a bit of a black hole and takes a long time to be resolved. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

It is very easy for us to track our recruitment and fulfillment efforts as well as any customer engagement with the company Review collected by and hosted on G2.com.

KM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Upland RO Innovation?

The team is excellent to work with. They are the experts and the folks working with RO who have worked with the tool for many years. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

They do not do a lot of marketing which is a shame as it would be good to hear from their customers about their experience with the product. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

Helping to create a single source of truth for a repository of customer references. This builds trust within the sales org, which also helps make the adoption of the tool. It also provides analytics which helps to see where there are successes and where you need to improve. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland RO Innovation?

Using RO Innovation allows you to track and manage a database of references in one location with a variety of features that help reference managers through all aspects of the reference lifecycle. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

The product can be hard to use in the beginning - especially if you inherit a reference program from previous users. The UX isn't as intuitive as I would like, which has made our adoption of RO Innovation more challenging for those nominating and seeking references. However I have seen consistent product improvements over the last year directly related to the user experience which has helped tremendously. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

RO Innovation allows our company to streamline the entire reference lifecycle, from having all active references in one location that can be managed and tracked more seamlessly. We have seen an increase in new references because of this tool. Review collected by and hosted on G2.com.

Fabiana P.
FP
Social Media Coordinator
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland RO Innovation?

It has a library of already approved content, which allows us to be able to use it for campaigns without the problem of unsuitable content. The rewards, offer and incentive management, I like because we can track in real time the engagement of loyal customers and advocates and thus be able to reward them for their reviews. The add-to-sale feature is also very useful, because it is allowing us to add the comments and reviews just when we need to add them to the sale, in order to successfully close the sale. It allows to incorporate to the sale, the reviews and positive comments, so that the potential customer can see it and have more confidence in their purchase. Allows real-time tracking of the participation of advocates, to effectively manage their rewards. The approved content library makes it easy to make content for campaigns with the right content for the business. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

I would like to see a payment system and integrations with payment software such as PayPal in its next update, to centralize everything related to the payment of rewards from the same software. The integration with the web page was an arduous task and we required external help to achieve it, since we could not contact the technical service. And the technical service could not be contacted neither in the case of the integration of the web page, nor in any other minor problem we had with the program. Review collected by and hosted on G2.com.

Recommendations to others considering Upland RO Innovation:

Our entire marketing and sales department is more than satisfied with this software and all the tools we have been able to use to increase our sales thanks to referral marketing. We have never used this type of strategy before and so far it has worked excellently for us and we highly recommend it. Since we have been using this software, we have closed many more deals and sold more products, since the potential customer has the opportunity to read positive comments about the company and making their decision favorable. Undoubtedly this is a program that has allowed us to increase the profits of the entire sales team. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

We are using this software to keep in order all our reviews and positive comments, from our most loyal customers and advocates, to use them at the right time on the way to purchase with a new customer. All of its tools are very useful, especially the reward management, which performs functions that allow us to always incentivize our advocates. Review collected by and hosted on G2.com.

Brayden M.
BM
Customer Success Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland RO Innovation?

The micro-sites feature is fantastic in that it helps deliver (and track, thank goodness) advocacy resources sent to customers and gives a much more white-glove and catered approach than a simple email with links and attachments.

Perhaps the greatest benefit of Upland RO is simply the fact that it can store, manage, and automate the immense amount of files often associated with an advocacy program. Just having a fluid, up-to-date database of all reference resources was a massive time saver and solved many headaches. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

I think the sales reference request could use some work. Sure, it'd show how often advocates were used to dissuade sales from over burdening our advocates, but I would have preferred a bit more of a "gate keeper" experience. Yes, number of reference activities is a good number to go by, but we had several advocates willing and WANTING to be on more calls. We also had those who really only wanted to be contacted maybe once a quarter. It didn't seem as though Upland RO's limitations on this were enough. There were also instances where a reference, for whatever reason, shouldn't have been called upon, but the rep simply saw they hadn't been used and reached out. Again, I'd just like a little more control over that process. Review collected by and hosted on G2.com.

Recommendations to others considering Upland RO Innovation:

Clean up your Salesforce data as much as possible and provide training to sales teams/leadership so they understand the ROEs on references. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

Most of what has been solved is discussed in my "what do you like best" response. Tracking a maintaining a fluid database of our references was the most important problem. Sure, sending documents over via micro-sites was a great bonus, but that could have been done via email as well. Maintaining a reference database on excel was a nightmare.

It saved ample amounts of time simply not having to 1) search within an excel sheet and 2) deal with the clunkiness of updating a reference's file (row) within said spreadsheet Review collected by and hosted on G2.com.

Todd G.
TG
Senior Marketing Manager (Global)
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Upland RO Innovation?

The solution can do it all, but back-end and external-facing. It's a great way to manage a database of references and all relevant information, including contact info, what they're willing to do and historical "usage." It's asset management is also fantastic, especially with it's ability to tag the content so it can be found later very quickly and easily. Your marketing and sales team will likely appreciate the external-facing capabilities, like the dedicated "landing pages" (Spotlight, I think it's called). The integration with SFDC is also very, very helpful. Review collected by and hosted on G2.com.

What do you dislike about Upland RO Innovation?

No dislikes, other than the speed of the platform could use a little improvement. Review collected by and hosted on G2.com.

What problems is Upland RO Innovation solving and how is that benefiting you?

Reference and asset management. Review collected by and hosted on G2.com.