Customer reference management software to strengthen relationships and win deals faster
Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it.
Engage your customer advocates to close deals faster.
Targeted customer references, delivered on demand.
Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel.
- Single location for references, testimonials, quotes, and case studies.
- Track reference requests through fulfillment and outcomes.
- Integrates with Salesforce and Microsoft Dynamics.
Formalize and scale your customer reference program.
Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game.
- Nomination portal to encourage customer-facing teams to nominate their customer candidates.
- Gamification to entice customers engagement through rewards and incentives.
- Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative.
Protect customer references from burnout and fatigue.
They’re your most valuable marketing asset and they trust you to keep them engaged without overloading them. RO Innovation tracks and prevents overusing references and unauthorized outreach.
Prove the ROI of customer advocacy.
The proof is in the pudding. Showcase the impact customer references have on accelerated deals and influenced revenue with real-time analytics dashboards and reports.
Align advocates to your buyer journey.
Arm your sales team with references and testimonials that are most likely to help them win the deal based on the stage, use case, industry and other opportunity details.
We train and coach world-class sales teams. There’s no better way to lower buyers’ perceived risk than by providing customer references. It’s a great differentiator and elevates you in your customers’ eyes.
CEO, Sales Optimization Group
The Customer Reference Handbook
This handbook provides best practices for finding your best customer references, creating incredibly impactful content, energizing your sales team, measuring the results of your program, and so much more.
A natural addition to any sales and marketing tech stack.
The goal of a reference program is for customers to sing your praises – so it’s just natural that we would integrate with the top sales and marketing tools on the market.
CX and CRM Tools
RO Innovation integrates with leading CRMs (like Salesforce and Microsoft Dynamics) to suggest opportunity-specific customer references and testimonials, and allows users to search and request references without ever leaving their CRM.
Marketing Tech Stacks
Elevate your martech stack by empowering references, testimonials, and advocacy to be a part of your everyday activities. We integrate with top marketing automation tools that enable teams to track, scale, and measure their content marketing efforts and maximize their references.
Informatica strategically enhances reference-based sales efforts across multiple global teams.
RO Innovation allowed Informatica to tell their story though customer experiences and successes, providng revenue-impacting resources to their sales team.
A complete advocacy and reference center.
RO Innovation has the features to turn customer advocates into your most powerful sales asset.
Customer references the right way
- Prevent advocate burnout and ensure references are always current
- Ensure advocates are aligned to the activities they want to engage with
- Highlights reference funnel gaps and opportunities
Unite all customer reference contacts, materials, and data into one place
- Allow remote teams to easily search and find references
- Connect to existing content repositories
Show the ROI of your reference and advocacy team
- Analytics to prove customer advocacy’s revenue impact
- Dashboards to highlight where and how references accelerated deals
- Increased program visibility and transparency
Automate the nomination and request process
- Notify, track, and report on reference reviews and approvals
- Eliminates email chains and unfulfilled requests
- Adds transparency to reference statuses
Reference ready – when and where you need them
- Target reference suggestions by opportunity
- Curate references based on historical effectiveness
- Mobile and direct CRM accessibility
Customizable Content Microsites
- Customizable microsites that allow you to display related content together
- Sharable hyperlinks instead of bulky attachments
- Reference content open alerts and viewing alerts
Put your references to work.
Take your reference program to the next level by incorporating them into your marketing content and empowering your sales teams with references that match their opportunities.
Resources to drive impact
How to Get More Customer References and Testimonials
How do you go about getting customers to provide testimonial quotes or reviews for your product or service?
Take Your Customer Reference Program from Reactive to Proactive
Learn why we believe a proactive approach is the way to go
Informatica increases its reference fulfillment rate to 95% with RO Innovation.
Informatica trusts RO Innovation to provide its sales team with references on demand. The company grew its customer success library 60% with RO Innovation.