Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Pipeliner CRM Reviews & Ratings
    746 Ratings
    Company Website
  • Bucketlist Rewards Reviews & Ratings
    1,443 Ratings
    Company Website
  • Cycloid Reviews & Ratings
    5 Ratings
    Company Website
  • VoucherCart Reviews & Ratings
    55 Ratings
    Company Website
  • Secure Eraser Reviews & Ratings
    11 Ratings
    Company Website
  • CBT Nuggets Reviews & Ratings
    483 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    184 Ratings
    Company Website
  • Level 6 Reviews & Ratings
    35 Ratings
    Company Website
  • Knak Reviews & Ratings
    157 Ratings
    Company Website
  • Budgyt Reviews & Ratings
    280 Ratings
    Company Website

What is RO Innovation?

Utilize customer reference management software to strengthen connections and speed up the closing of deals. If you're in search of a solution to nurture and oversee your references, or to engage actively with your current customer champions, RO Innovation is committed to facilitating your success. Involving your customer advocates can significantly accelerate the sales process, reducing the clutter of multiple emails to account managers and shifting towards a more organized reference system. Are you still dependent on spreadsheets for reference tracking and struggling to identify which advocates are best suited for webinars or events? It's time to rethink your strategy. Our platform features a nomination portal that allows customer-facing teams to suggest their top customer candidates easily. With gamification elements designed to incentivize customer engagement through rewards, our workflows streamline tracking and updates, while the system smartly identifies your leading customer advocates for every project, guaranteeing that you have the finest resources readily available. By adopting these advanced tools, you not only boost efficiency but also cultivate deeper relationships with your clients while gaining valuable insights into their preferences and needs.

What is Liveoak?

Our mission is to assist businesses in building trust, accelerating deal closures, and transforming customers into enthusiastic advocates for their brand. Liveoak serves as a virtual platform that fosters customer engagement while offering unique products and services not found anywhere else. With its cloud-based capabilities, Liveoak seamlessly combines top-tier video conferencing, screen sharing, data and ID capture, collaborative forms, and eSignature functions, enabling your teams to deliver exceptional customer service. Additionally, to comply with regulatory standards, every session's activity and data can be monitored and archived by all participants involved. Your customer-facing teams are equipped to provide support at every phase of the interaction through online screen sharing and collaborative video conferencing. This encourages customers to work alongside your team members, ensuring that all forms are filled out and edited with precision, ultimately enhancing the overall customer experience.

Media

Media

Integrations Supported

Docusign
Gainsight
Microsoft Dynamics 365
Salesforce

Integrations Supported

Docusign
Gainsight
Microsoft Dynamics 365
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

uplandsoftware.com/roinnovation/

Company Facts

Organization Name

Liveoak Technologies

Date Founded

2014

Company Location

United States

Company Website

www.liveoak.net

Categories and Features

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Popular Alternatives

Orca Reviews & Ratings

Orca

Orca by Cortez Labs

Popular Alternatives

ReferenceEdge Reviews & Ratings

ReferenceEdge

Point of Reference
Sign.Plus Reviews & Ratings

Sign.Plus

Alohi