Reference Management

Maximize Your Customers’ Voices

Expedite Reference Requests & Prevent Overuse

RO Innovation empowers reference management by serving as the central system of record for your customer reference program. Revenue teams can access RO Innovation directly or through Salesforce and other leading CRMs. Robust admin and reporting functionality helps you manage, protect, and leverage your customers’ voices in sales and marketing activities from live customer reference calls to events, case studies, and beyond.

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Central Library

RO Innovation is a single location from which teams can request, manage, and share reference customer contacts and reference content. Having a single source of truth increases reference program visibility and makes it easy for teams to use only official, approved assets.

Automated Workflows

Reference request and nomination workflows accelerate turnaround times for customer reference requests and reduce the burden on reference managers. Simple, defined processes also encourage increased reference program adoption and engagement.

Reference Tracking

Tracking eliminates reference burnout by preventing teams from misusing and overusing customer references. Teams always know the references they send are current and approved and that their valuable reference customer relations are protected.

Refine Your Customer Reference Program with Reporting & Analytics

With included Upland Analytics for RO Innovation, real-time dashboards provide insights at-a-glance, so you monitor and increase reference program engagement and identify gaps and opportunities.

Upland Analytics empowers teams to make data-driven decisions to optimize their voice of the customer programs, increase productivity, and demonstrate value. Find Out More >>

Enable Your Customer Advocates to Drive Bigger Results