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Upland RO Innovation

Tekpon Score

Upland RO Innovation Reviews

& Product Details

What is Upland RO Innovation?

Upland RO Innovation is a customer reference management software that enables sales, marketing, and customer success teams to track reference requests and engage with their best advocates. The platform streamlines the process of finding and delivering customer references, testimonials, and case studies, boosting engagement with potential customers.

It formalizes and scales customer reference programs, using nomination portals and gamification to encourage customer engagement. RO Innovation protects customer references from burnout and fatigue by tracking and preventing overuse.

With real-time analytics dashboards and reports, RO Innovation proves the ROI of customer advocacy, showcasing the impact of references on accelerated deals and influenced revenue. The software aligns customer advocates with the buyer journey, providing sales teams with relevant references and testimonials based on opportunity details. Integrating seamlessly with top sales and marketing tools, RO Innovation becomes a natural addition to any sales and marketing tech stack.

As a complete advocacy and reference center, RO Innovation offers features to prevent advocate burnout, unite customer reference data, automate nomination and request processes, and provide customizable content microsites. With its cloud-based approach, RO Innovation empowers enterprises to leverage customer advocacy in sales and marketing initiatives, ultimately winning new business faster and strengthening customer relationships.

Found in these Categories

Best For

Customer reference management software to close deals fast.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Upland Software

  • Located In

    United States

  • Website


Starting from:


Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

Upland RO Innovation does not provide publicly available pricing. Users are required to request a demo in order to receive a personalized quote.

  • Activity Dashboard
  • Campaign Management
  • Collaboration Tools
  • Contact Management
  • Content Management
  • Customer Database
  • For Sales Teams/Organizations
  • Workflow Management
  • Training Management
  • Gamification
  • Incentive Management
  • Performance Management
  • Presentation Tools
  • Reporting/Analytics
  • Third-Party Integrations

Additional Features

  • Activity Tracking
  • Advocate Management
  • Communication Management
  • Content Delivery
  • Content Library
  • Customer Activity Tracking
  • Employee Advocacy
  • Customer Advocacy
  • Customizable Reports
  • Engagement Tracking
  • Event Triggered Actions
  • Filtering
  • Forms Management
  • Nomination Tracking
  • Pre-Approved Content Library
  • Program Notices
  • Proposal Management
  • ROI Tracking
  • Real Time Notifications
  • Real Time Updates
  • Reference Request Automation
  • Reference Usage Tracking
  • Rewards Management
  • Sales Onboarding & Training
  • Search/Filter


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Global Average Score
  • Automation and Efficiency

    Users appreciate the platform’s ability to automate the reference request process, reducing the manual effort previously required to track and fulfill these requests. This automation has led to increased efficiency in managing customer references and marketing assets.

  • Customer Advocate Management

    The software excels in organizing information about customer advocates, allowing companies to match them to appropriate requests while protecting them from overuse. This feature is crucial in maintaining healthy and effective customer advocacy programs​.

  • Real-Time Analytics

    RO Innovation offers robust analytics and reporting tools that help organizations measure the ROI of their customer advocacy programs. These tools provide insights into how customer references contribute to closing deals and influencing revenue​.

  • User-Friendly Interface

    Many users find the interface intuitive and easy to use, particularly appreciating the customizable dashboards and quick response times. The platform’s usability enhances the overall experience, making it accessible even for those who are not daily users.

  • Responsive Customer Support

    The customer support team is noted for being responsive and helpful, addressing user concerns and suggestions promptly. This level of support has contributed to a positive user experience for many organizations​.

  • Integration Challenges

    Some users have reported difficulties integrating RO Innovation with their existing systems and web pages, often requiring external assistance due to the lack of responsive technical support from the vendor.

  • Complicated Tagging System

    The backend tagging system is often described as complex and hard to navigate, which can lead to inefficiencies and frustrations when searching for specific content or references.

  • Limited Reporting Capabilities

    While the platform offers reporting features, some users find them cumbersome and not as user-friendly as expected. Reports often require additional manual adjustments to be useful, which can be a significant drawback for users who need quick insights​.

  • Cluttered Interface

    Several users have mentioned that the interface can feel cluttered with features and fields that are not always used, which can detract from the overall user experience. Simplifying the interface could enhance usability.

  • Inflexible Sales Reference Process

    The process for handling sales reference requests could be more flexible. Users have expressed a desire for more control over this process, indicating that the current limitations can be restrictive and impact the effectiveness of their reference programs.


Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.

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