Customer Reference Management Software

Serve up the best customer references when you need them with Upland RO Innovation. Organize content for sales enablement. Use AI to leverage intelligence from sales wins. Track the impact of references on deals.

Customer Reference Management Software Example #1

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

RO Scrambling for References

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?

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 AI-powered insights to 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?

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?

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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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

Combine human expertise with AI

Responsive support and technical expertise

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“Since we have built out this program, we now have a competitive advantage in selling cycles​.”

Eric Kent
SVP, North America, Sage

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.

Connect your customer reference data, seamlessly

Connect your customer reference data, seamlessly

RO Innovation integrates seamlessly with your sales and marketing 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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Not just another customer reference program

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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Reliable software. Real results.

Reliable software. Real results.

  • Sage

Sales Customer Reference Program at Sage helps close deals faster

Sales Customer Reference Program at Sage helps close deals faster

Discover how Sage scaled its customer reference program, building a quality reference pipeline and influencing nearly 30% of new sales with RO Innovation.
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Ready to get things done?