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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Enable your Customer Success team to deliver exceptional customer experiences by utilizing advanced analytics, automation, and robust project management tools. There's no need to sacrifice functionality for simplicity; easily onboard your team with ready-to-use integrations and project templates. After that, tailor unique customer experiences through scalable customization and automation features. Vitally brings together customer data from your entire technology ecosystem, allowing you to proactively spot trends and harness insights for an outstanding customer journey. Imagine having access to CRM, product analytics, support inquiries, emails, NPS results, and revenue information all consolidated in a single interface, enhancing efficiency and decision-making. This holistic view empowers teams to respond swiftly and effectively to customer needs.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
AccessOwl
Axis LMS
BI Book
Clearbit
Gmail
HubSpot CRM
HubSpot Customer Platform
Matia
Microsoft Outlook
PostgreSQL
Recurly
Refold
Segment
Slack
Snowflake
Superjoin
Weld
Zapier
Zendesk

Integrations

Salesforce
AccessOwl
Axis LMS
BI Book
Clearbit
Gmail
HubSpot CRM
HubSpot Customer Platform
Matia
Microsoft Outlook
PostgreSQL
Recurly
Refold
Segment
Slack
Snowflake
Superjoin
Weld
Zapier
Zendesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99.00/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/roinnovation/

Vendor Details

Company Name

Vitally

Founded

2017

Country

United States

Website

www.vitally.io

Product Features

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Product Features

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Alternatives

ReferenceEdge Reviews

ReferenceEdge

Point of Reference

Alternatives

Orca Reviews

Orca

Orca by Cortez Labs