Individually,® and RO Innovation are impressive platforms. Together, they introduce a whole new level of efficiency and effectiveness to sales, marketing and customer reference teams.

Salesforce logoDo More with Salesforce + RO Innovation

  • Users access everything they need from one place
  • Boost productivity of sales team
  • Increase usage and adoption of your CRM and RO Innovation investments
  • Ensure salespeople have effective assets at their fingertips
  • Streamline the customer reference request process

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Drive Revenue

RO Innovation’s integration caters to the daily workflows of sales reps in your CRM. It increases their productivity so they can send the right materials to potential customers at the right time. Plus they have real time tracking intelligence to close more deals, faster.

Leverage Your Best Sales Assets

RO takes characteristics on the Opportunity record and proactively pushes the most relevant sales content and customer references to the rep.

Streamline Workflows

With intuitive integration points, RO streamlines reference workflows like nomination and activity requests, easing burdens on your customer management teams and increasing productivity all around. Plus, by tying references to closed deals your team has great ROI reports at their fingertips.

Certified AppExchange Partner

RO Innovation has maintained a tight, secure integration with since the launch of the AppExchange in 2006. This certification means we consistently have been reviewed and validated by as following industry best practices for security and integration.

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“BMC needed to do more, much faster than administrative overhead in SFDC would allow; we needed an easier user experience and the reports in the RO Solution are night and day from my past experience!!”

– Christine Moree
Senior Customer Advocacy Manager, BMC

All the Benefits of “Native” Without the Headaches

RO Innovation applications directly access objects to fully leverage all the benefits of being a “native” application without the headaches for your team. By maintaining our own platform outside of, your team benefits from:

  • Product delivery independence and flexibility
  • Faster responsiveness on requested changes
  • Lower license costs for your team
  • Ability to work in “stand-alone” mode
  • Greater system redundancy

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Read answers to our most popular questions we receive about the|ReferenceView integration process. Read the FAQs

Contact one of our integration experts today