Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We help businesses build trust, close deals faster, and turn customers into passionate brand advocates. Liveoak is a virtual platform that allows customers to engage with them and offers new products and services that are not available elsewhere. Liveoak's cloud platform seamlessly integrates the best-in-class video conference, screen-sharing, data/ID capture, forms collaboration and eSignature capabilities. This allows your teams to provide white-glove customer service. To meet compliance standards, all session activity and data can be tracked and archived by each participant. Your customer-facing teams can be there to help at every stage of the process with online screen sharing, video conference and collaboration. Customers can collaborate with your team members to ensure that forms are completed and edited perfectly.

Description

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Gainsight No 
Microsoft Dynamics 365 No 
Salesforce No 

Integrations

Docusign No 
Gainsight Yes 
Microsoft Dynamics 365 Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Liveoak Technologies

Founded

2014

Country

United States

Website

www.liveoak.net

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/roinnovation/

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management No 
Content Management No 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management No 
Version Control No 
Video Conferencing Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking No 
Task Progress Tracking Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop No 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing Yes 
Version Control No 

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Alternatives

Alternatives

ReferenceEdge Reviews

ReferenceEdge

Point of Reference
Orca Reviews

Orca

Orca by Cortez Labs
Sign.Plus Reviews

Sign.Plus

Alohi