Overview
What is RO Innovation?
Upland RO Innovation automatically serves up the best customer references to elevate brand awareness and win more deals.
Look elsewhere
Boulder Logic Great for Automating a Manual Process
BL Review easy all the way
Good tool, but requires behavior change.
Pricing
What is RO Innovation?
Upland RO Innovation automatically serves up the best customer references to elevate brand awareness and win more deals.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Activate Your Customers' Voices & Win More with Upland RO Innovation
Product Details
- About
- Tech Details
What is RO Innovation?
RO Innovation Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Comparisons
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Reviews and Ratings
(8)Community Insights
- Business Problems Solved
- Pros
- Cons
Upland RO Innovation is a one-stop-shop platform for managing customer references, asset management, and scaling reference programs. The software helps businesses to improve their sales processes by maintaining a centralized database of customer reviews, positive comments, and reference contacts. Users can easily access this database without the need for back-and-forth communication by email. With Upland RO Innovation, sales teams can conduct independent customer research without struggling with the clunkiness of updating a reference file within a spreadsheet.
The program has several essential features that make it useful for its users. Its customized microsites help sales orgs and SDRs track activities and manage customer references and assets. The software also provides a self-service portal for timely content management, enabling sales teams to find all the assets they need throughout the sales cycle process. This feature is supported by its ability to track advocacy outreach, which speeds up the request process and allows the small reference team to accomplish more for a large sales team. The program's reward management feature incentivizes advocates to continue providing positive feedback, while tracking reference activity helps avoid burning out valuable reference customers. Overall, Upland RO Innovation has helped businesses improve their speed and process while providing powerful insights into what resonates with prospects.
Approved Content Library: Reviewers have found Upland RO Innovation's approved content library to be very helpful, making it easy to create campaigns with suitable content for their business. This feature was mentioned multiple times in user reviews and is appreciated by those who use the platform.
Real-time Tracking of Engagement: Users appreciate the ability to track engagement with loyal customers and advocates in real-time through Upland RO Innovation, as well as reward them for their reviews. Several reviewers noted this feature positively, highlighting its effectiveness in managing rewards and encouraging customer loyalty.
Micro-sites Feature: The micro-sites feature offered by Upland RO Innovation has been widely praised by reviewers for delivering and tracking advocacy resources sent to customers in a more personalized approach. Many users find this tool fantastic, especially the sales team who take full advantage of it for prospecting purposes.
Difficult Integration: Users have found the integration process with web pages to be difficult and required external help as the technical service was not responsive. This has caused frustration among users who were unable to successfully integrate without outside assistance.
Lack of Control Over Reference Process: The sales reference request needs improvement as some users feel that the limitations on the number of reference activities were not enough, and they would like more control over the process. This lack of control is a source of dissatisfaction for some users.
Complicated Tagging System: The tagging system on the backend administrative side is complicated and difficult to understand, making it hard for end-users to find content. Several users have expressed their difficulties in navigating through this system, which has resulted in wasted time and effort.
Attribute Ratings
Reviews
(1-4 of 4)Look elsewhere
- N/A
- Unintuitive user interface
- Defensive meetings with Upland RO Innovation staff when requests for improvements are shared
- Searching features are clunky, outdated, and unhelpful
- We heard rumors they were piloting a way to use multiple Salesforce instances but have not seen any updates or mentions of success
- Lack of ability to implement references program
- Stalled deployment of program
Boulder Logic Great for Automating a Manual Process
- Automation: We used to track references manually via excel and outlook. With Boulder Logic we've automated much of the process so that requests are triggered directly to account managers for approval.
- Tracking: We now have greater viability into who is requesting references, how many references they are requesting, who denies the most references, and what the most common reference requests types are. This helps us proactively enroll hard to fill references.
- Attentiveness: The team at Boulder Logic has been receptive to suggestions we've made on how to improve the system.
- Reporting: Some of the reporting within BL is a bit wonky. As someone who isn't in the system every day, I have difficulty pulling reports that I might need to provide to my VP.
- Configurability: Some fields in BL are super configurable - some are hard coded, which causes some issues when we're looking to make changes to better suit our sales organization.
- Increase time to fill: All references are filled within 2.5 days or less. For a program that isn't managed by one person, full time, we look at this stat as a win for our organization. BL def. helped us in cutting down the time it takes to find a reference.
- Increased employee efficiency: The customer marketing team still owns the day to day administration (approvals) of the system, but we've drastically cut down their effort. We no longer need to search for the reference (the sales reps now do this themselves) - and the triggers to the account managers have been a huge help in cutting down the time to approve.
- Greater visibility: BL has allowed us to capture denial reasons - which means we know why a references is being denied - which means we can hide them from coming up in future search results.
- reference edge and RO Innovation
BL Review easy all the way
- The contact workflow / email is well done and easy
- Searching for a reference is pretty good as well
- Tracking who is a reference on new potential deals is nice not only to know but to see how they interact with our potential buyers
- It could be cool if there was some automated built in surveys that could be used and attached to the reference. For example very short quick survey to the potential customer about how they felt about the reference, a short one to the sale rep involved to show if it was a good fit to bring the reference and potential customer together. Then show those collective results on the reference record and when searching for a reference.
- I would like a better way to build and track points for those at the contact level of a reference and a the account level.
- I think our ROI has not been fully realized but its not a BL issue its an internal issue.
- Linking BL to chatter may help since this seems to be the first place sales reps go to ask for or discuss a reference.
Good tool, but requires behavior change.
- The system provides more visibility into available references and prevents references from being over-used. It allows the client (reference) to choose how often they can be contacted in a given time period and provides a closed-loop feedback mechanism to make sure the client is providing positive responses.
- Allows account executives (sales people) to easily request references based on: product Used, customer vertical, location, account size, expertise, etc.
- Uses a “Five Star” method to show how relevant the answers are when a results are returned from a search.
- BoulderLogic is merely a tool. You have to have a culture and cadence around reference management, which may include rewarding employees who cultivate new references. You should also have a culture of expressing gratitude to the clients providing stewardship them. If that culture doesn’t exist, the tool won’t be used because the results will be “zero” upon searching and you could get by with reporting from Salesforce.
- I seem to recall that integration may be a weakness. For example, if your search for a reference included the ability to see which other clients use a specific product, you’d expect that list to be accurate. I am not sure that if a client purchased an additional “module” of our software and this was noted in the CRM, that BoulderLogic would reflect this new purchase automatically. I’d have to confirm with the administrator.
- Faster response time for sales to get references. It still relies on an account manager to “manually” approve references and this can be a bottleneck. This is at least based upon how we have set-up the workflows in our company. Also, if you don’t have a culture of cultivating references, the results will show.
- Customer reference management to aid sales
- In-person training
- Salesforce.com