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

"RO Innovation is our global sales enablement platform. With its Marketo integration, it's the holy grail of B2B Marketing, enabling account-based marketing on-the-fly." - Chris Adlard

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
"...Our customer advocacy team relies heavily on RO Innovation in order for our program to run smoothly...." Peer review by Christine Moree, Senior Customer Advocacy Manager, BMC Software
"...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 address your Engagement Management Challenges?

How efficiently Does Upland RO Innovation manage your Advocacy Management?

How does Upland RO Innovation facilitate 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

Chris Adlard

Global Customer Advocacy Manager

Misys

RO Innovation is our global sales enablement platform. With its Marketo integration, it's the holy grail of B2B Marketing, enabling account-based marketing on-the-fly. Testimonial By Chris Adlard
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

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

Chris Adlard

Global Customer Advocacy Manager

Misys

RO Innovation is our global sales enablement platform. With its Marketo integration, it's the holy grail of B2B Marketing, enabling account-based marketing on-the-fly. Testimonial By Chris Adlard
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

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

Jisc - Education - Medium

Bristol, UK

Upland Software’s Audience Development solution helped Jisc boost email sign-ups. Jisc used exit intent widgets and Adestra integration to remind visitors to complete registration. The program achiev...ed a 71% conversion rate from reminder emails and a 4.7% click-through rate. Jisc tailored email journeys and improved list growth. The solution enabled ongoing optimization with Upland’s support team.

LabVantage Solutions - Computer Software - Medium

Somerset, USA

LabVantage Solutions used RightAnswers to centralize their knowledge management. They faced issues with fragmented expertise and knowledge loss when employees left. RightAnswers helped them create a ...single, governed source of truth. This improved knowledge retention and agent confidence. The solution also prepared their support operation for AI adoption and reduced knowledge sprawl.

Desert Financial Credit Union - Banking - Large

Phoenix, USA

Panviva Sidekick helped Desert Financial Credit Union boost service accuracy by 75%. Agents used conversational AI to find answers faster and improve call resolution. The tool made onboarding and tra...ining easier for new staff. 54% of responses were fully acceptable, and user sentiment was 63% positive. Panviva Sidekick fit into existing workflows without major changes.

 

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.

 

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

Executive

Upland Software Appoints Jennifer Simon as New Chief Financial Officer ...

Upland Software has appointed Jennifer Simon as its new Chief Financial Officer, effective August 17, 2026. Simon brings over two decades of experience in the software industry and private equity-backed leadership roles. This leadership change is expected to support Upland's transformation and growth initiatives.

Awards

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

Upland Software earned 43 badges in G2's Summer 2026 Market Reports, highlighting the impact of its AI-powered solutions like Upland Panviva and Upland RightAnswers. These accolades reflect customer satisfaction and the effectiveness of Upland's products in delivering AI-driven results.

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.

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