Sales CRM Integrations

Close CRM Integrations Simplify Your Workday

Customer reference management and CRM solutions work best as a team. It is the easiest way to serve up the right content and customer references for the right opportunity at the right time.

  • Send the most relevant customer references and marketing assets
  • Request a customer reference activity directly from an opportunity
  • Use CRM record data in customer reference profiles
  • Track customer reference and microsite activity in the CRM
  • Nominate CRM contacts to become customer references
  • Request customer references within active Opportunities

Salesforce Integration

As a Salesforce AppExchange Partner, RO Innovation’s CRM integration with Salesforce meets industry best practices. As one of our most popular integration options with customers, we also have vast experience implementing and configuring our solution to fit your unique Salesforce environment needs.

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Microsoft Dynamics Integration

Measure, track, and optimize your best customer reference and sales assets in the buying cycle. With this integration, you can push relevant assets for use directly from opportunity records, track customer reference and sales asset engagement, and track customer reference influence on closed deals.

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Learn more about RO Innovation's CRM Integrations