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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

(1-4 of 4)
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February 28, 2022

Look elsewhere

Score 1 out of 10
Vetted Review
Verified User
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 disaster from start to finish. We were promised many things that they continue to fail to deliver on and I feel like their product is unbelievably unintuitive.
  • 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
I can't think of a single time that Upland RO Innovations has been actively helpful to our organization, from set up to trying to manage our database.
  • 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
Katie Meeker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
iCIMS is currently leveraging Boulder Logic to manage its customer reference program. The program is owned by the Customer Marketing department, but primarily supports our Prospect Sales team. Boulder Logic helps cut down on the manual process of tracking, searching, and fulfilling references. Since we've implemented Boulder Logic, we've been able to cut down on the number of coordinators assisting with the program - and also scale as our business grows (and requests for references increase).
  • 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.
BL is great is you're going from a manual process to something more sophisticated. I'm not sure what the competitive landscape looks like with regards to Reference Software nowadays, but when we were evaluating a few years ago, BL was ahead of all other vendors in terms of functionality and integrations with SFDC.
  • 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
While I was one of the decision makers in this process, I didn't sit on the demos for the other providers (I was brought in further in the sales process). My understanding from my team was that BL was much more configurable and support more robust integrations that the competitors.
Tom Thomas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Boulder Logic is being used for tracking references, when they are used and we are using it to contact the references at the contact level.
  • 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.
That could be useful, I think we just look for products but there is likely more questions to ask rather than is my reference using the same product you are thinking about buying.
  • 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.
BL is very easy to use and implement
6
Boulder Logic is just so easy and is in Salesforce.
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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