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Upland RO Innovation: Use-Cases, Insights and Reviews | 2025 Cuspera

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Sales Enablement tool to close more deals faster with trusted customer voices

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

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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 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 decade...s of experience matter." - Liz Pedro

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.

Comprehensive Insights on Upland RO Innovation Use Cases

How does Upland RO Innovation facilitate Engagement Management?

What makes Upland RO Innovation ideal for 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.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
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
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
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
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
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
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

Case Studies

Financial Services

CASE STUDY United Wholesale Mortgage

Upland InGenius and Salesforce Omni-Channel helped United Wholesale Mortgage boost agent productivity by 50%. The company replaced handwritten notes with a digital system, making it easy to track eve...ry client interaction. Agents now handle up to 35 cases per day, a 50% increase. Net Promoter Score improved by 23%. UWM also reduced calls about a specific mortgage term by 97% after tracking and addressing customer pain points.

Information Technology and Services

CASE STUDY Commvault

Kapost helped Commvault organize and align their marketing strategy. Before Kapost, Commvault struggled with scattered content and no clear strategy. Kapost provided a single source of truth and impr...oved team alignment. The platform made a company rebrand easy and streamlined content management. Commvault saw a 30% increase in deals, 15% increase in web traffic, and 20% increase in win rates.

Mechanical or Industrial Engineering

CASE STUDY Johnson Controls, Inc.

PowerSteering helped Johnson Controls, Inc. expand its Six Sigma and continuous improvement programs. The company needed a better way to manage projects across 300+ global plants. PowerSteering suppo...rted over 600 CI professionals and 1,000 Green Belts, enabling about 10,000 projects each year. In one plant, over 70% of savings, nearly $1 million, came from projects shared from other plants. The software made it easy to share best practices and track results, leading to big cost savings and lower energy use.

Legal Services

CASE STUDY Post & Schell

AccuRoute helped Post & Schell digitize records and mail processes. The law firm needed to reduce paper storage and give attorneys better access to documents. AccuRoute integrated with iManage to sca...n, OCR, and store files for easy access. Post & Schell cut paper storage by 75%. Attorneys now get digital mail and can access files from anywhere. The firm increased billable hours and improved efficiency with the new system.

Manufacturing

CASE STUDY Trane Technologies

Upland Ultriva helped Trane Technologies improve supply chain visibility and collaboration. Trane wanted better control over supply chain processes and to cut down on inventory and storage costs. Wit...h Ultriva, Trane streamlined its raw material supply chain, moved from build to forecast to lean production, and aligned production planning with real customer demand. Trane reduced inventory by over 25%, managed $750 million in annual material spend, and achieved a 98% accuracy rate with RFID scans. The solution enabled over 10,000 inventory transfers between Ultriva and Oracle.

Education

CASE STUDY Georgia State University IT PMO

Eclipse PPM helped Georgia State University IT PMO improve project governance and reporting. The team gained a 69% project success rate and 96.6% customer satisfaction. Demand for PMO services increa...sed by 400%. The solution gave them a single view of all projects and better reporting. The IT PMO became a trusted partner and grew its team from two to ten.

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

Product 18/08/2025

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.

Financial 01/08/2025

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.

Awards 24/06/2025

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.

Financial 10/03/2025

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

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