Put an end to the last-minute scramble for customer references. Ditch the chaos of spreadsheets and emails. Embrace a self-powered reference pipeline for sales, customer success, and marketing with Upland RO Innovation.

Build up your pipeline of customer references. Track all requests and nominations. Automatically serve up and get direct access to references when you need them.

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With RO Innovation, gain access to:

• Customer references within your comfort zone: Integrate RO Innovation with top CRMs such as Salesforce and Microsoft Dynamics, ensuring seamless reference workflow continuity. Personalize reference matchmaking with tailored recommendations to each sales opportunity.
• Trackable metrics to make informed decisions: Leverage data to bridge any gaps in your reference funnel so you’re constantly growing your reference pipeline. Fine-tune your customer reference program to always ensure you’re ready to make the right connections for any request.
• Recorded sales wins: Capture the impact references have throughout the entire sales process, including references, quotes, and facts that were successfully used to speed up wins. Know exactly what works to speed up future sales opportunities.

Want to see RO Innovation in action?

Find out how you can automatically serve up the best customer references to close deals, faster.

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