RO Innovation 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

RO Innovation

4.2

(19)

Pricing

Starting at $10.00 per month

About RO Innovation

Upland RO Innovation is customer reference management software that puts the spotlight on your best advocates so you can enhance brand visibility and win more deals.

Make it easy to find approved references by eliminating the chaos of frantic emails or messages.

Monitor and report on customer reference requests and approval statuses across various teams.

Take a proactive approach to identify and promptly address gaps in your reference funnel.

Establish thresholds to prevent reference burnout.

Thousands of users in sales, marketing, and customer success rely on RO Innovation to search for references, engage their best advocates, and grow their pool of reliable references.

Top 3 reasons customers love RO Innovation:

Foster team collaboration: Bid farewell to the chaos of frantic emails or messages when seeking references from colleagues. Streamline the process by efficiently notifying, monitoring, and reporting on all customer advocacy activities and approval statuses across diverse regions and teams in one system.

Connect customer references with the buyer journey: Match your customer's references with the right stage of the buyer journey, from awareness to the final closed...

RO Innovation Screenshots

RO Innovation Pricing and Plans

Starting price: $10.00 per month

Free Trial

Free Version

Basic

$10.00

flat rate, per month

No plan information available

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RO Innovation Features

Popular features found in Sales Enablement
Collaboration Tools
Content Library
CRM Integration
Email Management
Engagement Tracking
Lead Scoring
Performance Management
Process/Workflow Automation
Sales Planning
More features of RO Innovation
Activity Dashboard
Activity Tracking
Advocate Management
Campaign Management
Communication Management
Contact Management
Content Management
CRM
Customer Activity Tracking
Customer Advocacy
Customer Database
Customizable Reports
Employee Advocacy
Event Triggered Actions
Filtering
Forms Management
Gamification
Incentive Management
Nomination Tracking
Pre-Approved Content Library
Program Notices
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

RO Innovation Integrations

Influitive

SugarCRM

Salesforce Sales Cloud

Gainsight CS

Jive

Marketo Engage

See all 8 integrations

RO Innovation User Reviews

Overall Rating

4.2

Ratings Breakdown

37%

47%

11%

Secondary Ratings

Ease of Use

3.9

Value for money

4.0

Customer support

4.4

Functionality

3.9

Have you used RO Innovation and would like to share your experience with others?

Sherry A.

Verified reviewer

Computer Software

501-1000 employees

Used daily for less than 2 years

Review source

Reviewed February 2018

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

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

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.

Chuck Q.

Used daily for more than 2 years

Review source

Reviewed February 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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. As an administrator, the simplicity of the platform allows the reference team to focus on curating new advocates vs. administrative tasks. The integration into Salesforce is a key part of the platform for sales users, giving them access to RO Innovation via a tool they already use daily. With a large sales team, this self service aspect is key. Overall, the responsiveness of RO Innovation employees is incredible and they are a valued partner. They also give back to the customer reference community by hosting a can't miss annual thought leadership conference.

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. RO Innovation is not "a set it and forget it" platform. It has many capabilities and one has to be thoughtful of how RO Innovation can adapt to support new needs from your business.

Katie V.

Computer Software

501-1000 employees

Used daily for less than 12 months

Review source

Reviewed February 2018

Decent starting point for young reference programs

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.

Ratings Breakdown

Ease of use

Value for money

Functionality

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:

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

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

Best in class, but needs work.

Ratings Breakdown

Ease of use

Functionality

Pros:

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.

Cons:

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.

Verified reviewer

Computer & Network Security

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed February 2018

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

Finding reference customers

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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. Great for tracking

Cons:

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

Verified

Reviewer

Computer Software

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed February 2018

Great system with a wide range of features!

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Request management is easy to tract, especially at a product-level. Reporting is robust, and the support team is very quick to respond to issues and to implement fixes or solutions.

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.

Gina M.

Verified reviewer

Computer Software

1001-5000 employees

Used weekly for more than 2 years

Review source

Reviewed February 2018

Easy to Manage

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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. This is better option that selecting rejected and having a reason of renewal.

Verified

Reviewer

Computer Software

Used daily for less than 12 months

Review source

Reviewed February 2018

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Used daily for less than 6 months

Review source

Reviewed February 2018

we are a new implementation in the beginning phases.

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- UI is pleasing to the business user. - Integration with salesforce - reporting function makes it easy to understand gaps

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.

Verified

Reviewer

Human Resources

Used daily for less than 2 years

Review source

Reviewed February 2018

ROInnovation is a great database for our advocate clients