RO Innovation

RO Innovation

Upland Software
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About

Customer reference management software to strengthen relationships and win deals faster. Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it. Engage your customer advocates to close deals faster. Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel. Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game. Nomination portal to encourage customer-facing teams to nominate their customer candidates. Gamification to entice customers engagement through rewards and incentives. Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative.

About

Empower your Customer Success team to create best-in-class customer experiences with powerful analytics, automation, and project management capabilities. Don't compromise between power and ease-of-use. Get your team up and running quickly with plug-and-play integrations and project templates, then create bespoke customer experiences with customization and automation that scales. Vitally unifies customer data across your tech stack so you can proactively identify trends and leverage insights for a world-class customer experience. Think CRM, product analytics, support tickets, emails, NPS, and revenue data—all in one tab.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies that need a customer reference management solution

Audience

Customer success teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$99.00/month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Upland Software
Founded: 2010
United States
uplandsoftware.com/roinnovation/

Company Information

Vitally
Founded: 2017
United States
www.vitally.io

Alternatives

Orca

Orca

Orca by Cortez Labs

Alternatives

ReferenceEdge

ReferenceEdge

Point of Reference

Categories

Categories

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Supported
Reference Usage Tracking Supported
Reward Distribution Supported
Search Supported

Customer Success Features

Account Alerts Supported
Account Management Supported
Communication Management Not Supported
Customer Engagement Supported
Customer Lifecycle Management Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Supported
Usage Tracking / Analytics Supported
Win / Loss Analysis Supported

Integrations

Salesforce Supported
BI Book Not Supported
Census Not Supported
Clearbit Not Supported
Gainsight Supported
Gmail Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Intercom Not Supported
Matia Not Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Not Supported
PostgreSQL Not Supported
Recurly Not Supported
Refold Not Supported
Segment Not Supported
Stripe Not Supported
Superjoin Not Supported
Weld Not Supported
Zendesk Not Supported

Integrations

Salesforce Supported
BI Book Supported
Census Supported
Clearbit Supported
Gainsight Not Supported
Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Matia Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Supported
PostgreSQL Supported
Recurly Supported
Refold Supported
Segment Supported
Stripe Supported
Superjoin Supported
Weld Supported
Zendesk Supported
Claim RO Innovation and update features and information
Claim RO Innovation and update features and information
Claim Vitally and update features and information
Claim Vitally and update features and information