Upland RO Innovation Overview

Upland RO Innovation offers customer reference management software to enhance sales efforts. Companies can gain a competitive edge with winning references using this tool.

Use Cases

Customers recommend Engagement Management, Advocacy Management, Campaign Analytics, as the business use cases that they have been most satisfied with while using Upland RO Innovation.

Other use cases:

  • Workflow Management
  • Social Media Analytics
  • Content Sharing
  • Helpdesk Management
  • Generation Of New Leads
  • Contact List Management
  • Account Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have achieved using Upland RO Innovation.

Other priorities:

  • Improve ROI
  • Scale Best Practices
  • Increase Sales & Revenue
See all business priorities See less business priorities

Upland RO Innovation Use-Cases and Business Priorities: Customer Satisfaction Data

Upland RO Innovation works with different mediums / channels such as Promotions.

Upland RO Innovation's features include Gamification, Microsites, Rewards, etc. and Upland RO Innovation support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Upland RO Innovation analytics capabilities include Analytics, and Custom Reports.

Reviews

"Our customer advocacy team relies heavily on RO Innovation for our program to run smoothly. It's easy to make updates and changes to the solution, which allows us to keep up with the rapid pace and changing needs of our business." - Christine Moree

Peer review evidence (same sources as the product rating summary)

"...RO Innovation has helped us grow our program and track our customer interactions, information, and activities, ensuring we are able to respond to reference requests in a timely fashion and avoid overtaxing our most valuable assets: our reference customers...." Peer review by Brenda Hodge, CMO, Nuance
"...Upland RO Innovation a hub to connect sales, marketing and customer advocacy systems. ..." Four ways to improve your customer marketing
"...Showcase the impact customer references have on accelerated deals and influenced revenue with real-time analytics dashboards and reports. ..." Customer Reference Management Software

Upland RO Innovation, belong to a category of solutions that help Sales Enablement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland RO Innovation

Top Industries

  • Computer Software
  • Information Technology and Services
  • Financial Services

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Upland RO Innovation is popular in Computer Software, Information Technology And Services, and Financial Services and is widely used by Enterprise, Mid Market, and Large Enterprise.

Upland RO Innovation Customer wins, Customer success stories, Case studies

How does Upland RO Innovation facilitate Engagement Management?

Why is Upland RO Innovation the best choice for Advocacy Management?

How efficiently Does Upland RO Innovation manage your Workflow Management?

15 buyers and buying teams have used Cuspera to assess how well Upland RO Innovation solved their Sales Enablement needs. Cuspera uses 240 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

CUSTOMERS TESTIMONIALS
Upland RO Innovation testimonial

Christine Moree

Sr. Customer Advocacy Manager

BMC Software, Inc.

Our customer advocacy team relies heavily on RO Innovation for our program to run smoothly. It's easy to make updates and changes to the solution, which allows us to keep up with the rapid pace and changing needs of our business. Testimonial By Christine Moree
Upland RO Innovation testimonial

Liz Pedro

Director of Customer Advocacy

Five9

RO Innovation has revolutionized our reference program. It's crazy to think how long we used inefficient spreadsheets. With RO Innovation, I have a system that integrates seamlessly with Salesforce and is far easier to manage. RO Innovation's decades of experience matter. Testimonial By Liz Pedro
Upland RO Innovation testimonial

Kevin Lau

Sr. Customer Marketing Manager

Marketo

Marketo's customer reference program has influenced tens of millions of dollars in revenue. RO Innovation is key to helping us deliver this level of impact on the business. Testimonial By Kevin Lau
CUSTOMERS TESTIMONIALS
Upland RO Innovation testimonial

Christine Moree

Sr. Customer Advocacy Manager

BMC Software, Inc.

Our customer advocacy team relies heavily on RO Innovation for our program to run smoothly. It's easy to make updates and changes to the solution, which allows us to keep up with the rapid pace and changing needs of our business. Testimonial By Christine Moree
Upland RO Innovation testimonial

Liz Pedro

Director of Customer Advocacy

Five9

RO Innovation has revolutionized our reference program. It's crazy to think how long we used inefficient spreadsheets. With RO Innovation, I have a system that integrates seamlessly with Salesforce and is far easier to manage. RO Innovation's decades of experience matter. Testimonial By Liz Pedro
Upland RO Innovation testimonial

Kevin Lau

Sr. Customer Marketing Manager

Marketo

Marketo's customer reference program has influenced tens of millions of dollars in revenue. RO Innovation is key to helping us deliver this level of impact on the business. Testimonial By Kevin Lau
 

A top law firm - Legal Services - Large

BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.

 

NEXTDC - Information Technology And Services - Medium

Brisbane, Australia

NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This made it easier to handle complex deals. With Altify, they closed their biggest deal ev...er. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.

 

Powerlink - Utilities - Large

Brisbane, Australia

Powerlink uses Altify to improve sales and buyer interactions. They leverage account management features to boost data quality and team collaboration. Insight Mapping gives Powerlink transparency wit...h customers and helps account directors understand buyer needs. This approach helps Powerlink become a trusted advisor and increases revenue. Integration with third-party apps makes their sales process easier.

 

Global life sciences organization - Pharmaceuticals - Very Large

BA Insight’s AI Enablement Platform unified data from Veeva Vault, Confluence, Jira, and SharePoint for a global life sciences leader. Scientists and compliance teams now access all SOPs and regulato...ry guidelines in one place. Copilot delivers complete, context-aware answers for R&D and compliance. Compliance tasks are faster and more accurate. Teams make decisions quicker and save resources. Data security and compliance standards are maintained across all sources.

 

AAA Northeast - Automotive - Large

Providence, USA

Panviva helped AAA Northeast fix knowledge management problems after several mergers. The company had many disconnected sources for policies and procedures. Panviva created a single place for all inf...ormation. This made it easier for agents to find answers and reduced training time by half. Agents now solve more problems on the first call and give members a better experience.

 

Only One - Non Profit Organization Management - Small

Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added 40,000 new texting subscribers. Thousands of supporters signed climate petitions.... Mobile messaging helped them reach more people and drive action for climate causes.

lightning

Peers used Upland RO Innovation for engagement management and advocacy management

Upland RO Innovation Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.70/5

Read Reviews (15)
Custom Reports

3.54/5

Read Reviews (30)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.70/5

Read Reviews (15)
Custom Reports

3.54/5

Read Reviews (30)

Software Failure Risk Guidance

?

for Upland RO Innovation

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland RO Innovation

Upland Software, Inc. News

Awards

Upland Software Earns 43 Badges in G2's Summer 2026 Market Reports

Upland Software received 43 badges in G2's Summer 2026 Market Reports, highlighting its strong performance and recognition across various categories.

Financial

Upland Software Reports First Quarter 2026 Financial Results

Upland Software announced its financial results for the first quarter of 2026.

Financial

Upland Software Q1 revenue falls 24%, guides 2026

Upland Software reported a 24% decline in Q1 2026 revenue to $48.7 million, primarily due to 2025 divestitures. Despite the drop, the company exceeded guidance midpoints for revenue and Adjusted EBITDA, and introduced new AI-powered products like the Upland BA Insight Platform and AI Conversational Search for Upland Panviva Sidekick. Upland also expanded its customer base, adding 107 new customers and enhancing relationships with 189 existing ones.

Financial

Upland Software to Release First Quarter 2026 Financial Results on May ...

NR Reason: The article is about the schedule for Upland Software's financial results announcement, which fits the "Financial" category, but the specific details of the financial results are not provided.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE