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RO Innovation

RO Innovation
Formerly Boulder Logic

Overview

What is RO Innovation?

Upland RO Innovation automatically serves up the best customer references to elevate brand awareness and win more deals.

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Recent Reviews

TrustRadius Insights

Upland RO Innovation is a one-stop-shop platform for managing customer references, asset management, and scaling reference programs. The …
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1 out of 10
February 28, 2022
Incentivized
We are supposed to be using Upland RO Innovation to manage our references and marketing assets database but I believe it has been a …
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Pricing

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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

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Product Details

What is RO Innovation?

Upland RO Innovation is customer reference management software that helps sales, marketing, and customer success teams find and engage with their most influential references. Whether it’s a phone reference, in-person or virtual speaker, feedback for peer review sites, analyst call, or any other activity, RO Innovation helps you find the best references for the job based on their preferences, easily tracking the impact of reference activity across your sales funnel, capturing key details at the contact, account, and opportunity directly into your CRM.

RO Innovation Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(8)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

(1-1 of 1)
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Score 7 out of 10
Vetted Review
Verified User
  • 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.
I was brought in to evaluate once was narrowed down to BoulderLogic.
80
Account Executives, i.e. sales people - they are the reference requestors Account Managers - manage reference approval, main point-of-contact with client post sale
1
1 manager as main business user IT team supports tool
  • Customer reference management to aid sales
We were using reporting in Salesforce.com to track references.
The process of asking each reference how often they’d be willing to be contacted was the biggest task. We made assumptions for current clients, and ask each new client once they become a customer. Along with which specific skill-set they’d be willing to be a reference.
  • In-person training
Not Sure
No known issues
No known issues
  • Salesforce.com
Single sign-on.
I believe there was volume discount based on “banded” approach.
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