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

"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." - Kevin Lau

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

What Are the key features of Upland RO Innovation for Engagement Management?

How does Upland RO Innovation address your Advocacy Management Challenges?

What makes Upland RO Innovation ideal for 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

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
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
CUSTOMERS TESTIMONIALS
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
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
 

A top law firm - Legal Services - Legal Services

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.

 

A leading global investment bank - Banking - Banking

BA Insight’s AI Enablement Platform helped a leading global investment bank cut client pitch preparation time by 90%. Analysts struggled with fragmented data and manual processes, slowing deal veloci...ty. The platform unified data from CRMs, SQL databases, and market tools, extending Microsoft Copilot’s reach. Analysts now generate client briefings in minutes and quickly compare transaction data. Productivity and deal outcomes improved through AI-driven workflow automation.

 

A global Big Four accounting firm - Accounting - Accounting

BA Insight’s AI Enablement Platform helped a global Big Four accounting firm fix a failing generative AI chatbot. The chatbot had delivered inaccurate answers and caused employee frustration. BA Insi...ght used AutoClassifier and ConnectivityHub to enrich and connect data from Jira and Confluence. The chatbot then gave reliable, context-rich responses. Employees saved time and trusted the tool again. The firm turned a costly AI project into a valuable, productivity-boosting solution.

 

Foremost Golf - Retail - Retail

Foremost Golf used Adestra to send personalized emails to their customers. They targeted emails based on golfing ability and dexterity. This led to a 25% increase in orders compared to last year. The...ir UK market share grew from 64% to 70%. The first launch email had a 6.6% click-to-open rate, up from 5.4%.

 

Powerlink - Utilities - Utilities

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.

 

Service Employees International Union (SEIU) - Non Profit Organization Management - Non-Profit Organization Management

SEIU used Upland Mobile Commons to grow its membership and boost political action. The union added 15,000 new members in one year. Mobile messaging tools helped activate 1,200 volunteers in key state...s. SEIU members made 27,000 calls to legislators through SMS campaigns. The platform also guided voters to polling stations during the 2020 elections.

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

Financial

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

Upland Software will announce its first quarter 2026 financial results on May 1, 2026.

Awards

Upland Software earns 42 G2 Spring 2026 badges

Upland Software received 42 badges in the G2 Spring 2026 awards, highlighting its strong performance and recognition in the software industry.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These recognitions reflect Upland's commitment to delivering impactful customer value through its knowledge management and content automation tools.

Awards

Upland Software Earns Over 40 Badges in G2s Spring 2026 Market Reports

Upland Software earned 42 badges in G2's Spring 2026 market reports, highlighting the success of its AI-powered solutions like Panviva, RightAnswers, BA Insight, and InterFAX. These recognitions underscore Upland's commitment to delivering impactful results and customer value through its knowledge and content management software.

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