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
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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

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?

How does Upland RO Innovation facilitate Advocacy Management?

How can Upland RO Innovation optimize your Workflow Management Workflow?

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

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

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

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

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

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

Boone Newspapers Inc. - Publishing

Boone Newspapers Inc., a family-owned newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped t...heir structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.

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Immediate Media Co. - Media Production

Immediate Media Co. worked with Adestra to improve email engagement for BBC Good Food consumers. They used Upland Software's Adestra to create a personalized digital experience. This led to a 6.5% hi...gher click-through rate for personalized emails. Consumers were 133% more likely to click on personalized content sections. There was a 49% increase in sign-ins from those who clicked through the personalized email. Page views increased by 13%.

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Post & Schell - Legal Services

Post & Schell, a law firm, digitized records to improve access to legal files. They reduced paper storage by 75% before moving to a smaller office. AccuRoute's integration with iManage made documents... text-searchable and accessible from anywhere. The firm implemented digital mailroom processes, allowing attorneys to access urgent files anytime.

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Incisive Media - Publishing

Incisive Media improved email deliverability with Upland Adestra's workshops. Open rates increased from 9.7% to 26% and 8.8% to 24% after implementing recommendations. Click-through rates also improv...ed significantly. The company plans to continue using the Premier Service Plan for ongoing improvements.

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Georgia State University - Education

Georgia State University's PMO improved project success by 69% and increased demand for services by 400% using Eclipse PPM. They achieved 96% customer satisfaction. The PMO now has better project vis...ibility and can report effectively to leadership. Eclipse PPM was chosen for its comprehensive features and quick implementation.

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United Wholesale Mortgage - Financial Services

United Wholesale Mortgage improved agent productivity with InGenius. They increased cases handled by 50%. The integration with Salesforce Omni-Channel helped manage workloads. They achieved a 100% su...ccess rate in meeting their 3-hour SLA.

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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 49 Badges in G2s Fall 2025 Market Reports

Upland Software earned 49 badges in G2s Fall 2025 Market Reports, highlighting the impact of its AI-powered solutions like Upland Qvidian and Upland BA Insight. These recognitions underscore Upland's commitment to delivering value through knowledge management and workflow automation, as noted by Chief Operating and Product Officer Dan Doman.

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Product

Upland RightAnswers is Now Available in AWS Marketplace - Directors Club News -

Upland Software has launched a major update for its RightAnswers Knowledge Management solution, now KCS v6 verified. The release enhances user experience, integrates machine learning for content translation, and improves AI-enabled support. It aims to boost productivity, user satisfaction, and enterprise operations. Paychex, a long-time user, is an early adopter of this update, which was developed based on their feedback.

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Financial

Upland ( UPLD ) Q2 Revenue Falls 23 % | The Motley Fool

Upland Software reported a 23% year-over-year revenue decline in Q2 2025, attributed to strategic divestitures. Despite the drop, adjusted EBITDA margin improved to 25% due to a focus on high-margin core operations. The company continues to integrate AI features across its products, including updates to the Panviva, InterFAX, and Adestra platforms. Upland added 100 new customers and expanded relationships with 263 existing clients.

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Awards

Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports - Nasdaq

Upland Software earned 68 badges in G2's Summer 2025 market reports, showcasing strong performance across its AI-powered knowledge management solutions. Products like Upland Panviva, Upland RightAnswers, and Upland Qvidian received multiple recognitions, highlighting their value in optimizing knowledge management and automating content workflows. These accolades reflect Upland's impact on enterprise organizations, enhancing customer experiences and ensuring compliance.

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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

Facebook Linkedin Twitter

Financials

PRIVATE