Customer Reference Management Software

Serve up the best customer references when you need them with Upland RO Innovation. Accelerate sales cycles. Be one step closer to closing that deal.

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Turn customer references into your competitive edge without all the hiccups (or spreadsheets)

RO Scrambling for References

Scrambling for references?

Nobody has time to quadruple check if customer info is accurate. Use automated workflows to keep customer reference info up to date. No more wrong references, frantic emails, or time lost.

RO Sales Cycle Delays

Sales cycle delays?

Customer references influence 80-85% of all B2B purchases – that's a whole lotta leads to turn into customers. Arm your sales team with ready-to-go references and testimonials that win deals based on customer journey, persona, use case, and more.

RO Finding it Hard to Build Peer to Peer Trust

Finding it hard to build peer-to-peer trust?

95% of B2B professionals trust peers. Fill your reference pipeline with more customers so you can tap into their experiences to build peer-to-peer trust.

Worried About Customer Burnout and Fatigue

Worried about customer burnout and fatigue?

Track, save requests, and keep your reference funnel sustainable and engaged. Prevent overusing references or overloading your best customers.

Build stronger customer relationships. Deliver references that impress.

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“We want to tell the Informatica story through the eyes and experiences of our customers. RO Innovation has allowed us to do that.”

Michelle Gardner
Sr. Director of Customer Advocacy Informatica

Why Choose Upland RO Innovation?

Seamless CRM integration for comfort

RO Innovation seamlessly integrates with Salesforce, Microsoft Dynamics, and other CRM systems so you can find opportunity-specific customer references without leaving your screen. Work in your comfort zone. Eliminate unnecessary steps.

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Organized customer references that spark joy

Robust analytics to make informed decisions

Responsive support and technical expertise

A complete hub for all things customer reference

Customer references, the right way. All the tools you need to increase your speed to reference, revenue, and more.

Not just another customer reference program

How do some companies build customer reference programs that drive revenue while others don’t? The short answer: They’ve got customer reference management software that empowers. Get expert advice on how to build a program that drives revenue.

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Connect your customer reference data, seamlessly

RO Innovation integrates seamlessly with your tech stack, streamlining your customer reference management program. Our integrations eliminate manual data entry, optimize your workflows, and drive better results.

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Reliable software. Real results.

  • Informatica

How Informatica increased their reference fulfillment rate to 95%

Learn how Informatica drove reference-based sales effort though customer storytelling across their global team with RO Innovation.
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Ready to get things done?