January 15th, 2026 12:30 - January 15th, 2026 13:15 ET

Turning Conversations into Actionable Data: How AI Enhances Customer Sales Reference Programs

Turning Conversations into Actionable Data: How AI Enhances Customer Sales Reference Programs

Webinar | RO Innovation

Live thought-leadership webinar with customer reference experts

Join us for a thought-leadership webinar exploring how everyday customer conversations can reveal early signals, identify reference needs, and transform program outcomes.

Hosted by customer reference leaders Kara Manfredi and Rita Floyd, this session highlights how AI surfaces actionable insights from conversational data, helping teams move from reactive to proactive engagement.
You’ll learn how to recognize early customer triggers, track informal reference activity more effectively, and streamline workflows across your reference program. The webinar recording will be available afterward through our gated resource library.

Agenda:

  • How conversational data becomes actionable insights for sales-aligned customer reference programs.
  • Using AI to proactively identify sales-relevant customer triggers.
  • Capturing informal reference signals and engagement cues that help Sales intervene earlier.
  • Making customer reference programs more efficient with automation and better aligned to Sales priorities.

Details :

  • Date: Thursday, January 15
  • Time: 12:30 PM ET
  • Duration: 45 mins

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Meet our Experts

Meet our Experts

Kara Manfredi-Sage
Kara Manfredi
Kara Manfredi
Senior Manager, Customer Reference Program
Senior Manager, Customer Reference Program
Rita Floyd
Rita Floyd
Rita Floyd
Sr. Program Manager, Global Technology
Sr. Program Manager, Global Technology
Val Blanco
Val Blanco
Val Blanco
Marketing Manager, Upland Software
Marketing Manager, Upland Software