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What is Recapped.io?

Revolutionize your workspace into an energetic center for orchestrating complex deals. Employ mutual action plans that enhance accountability among prospects, ensuring that no pivotal steps are missed. Gather all essential information in one place for effortless access, making certain that clients adhere to their obligations. Automated email reminders keep clients, stakeholders, and team members informed about their upcoming tasks, maintaining alignment among all parties. With everything organized in a single hub, you can say goodbye to the frustration of navigating through countless email chains and spreadsheets. This specialized environment caters to both you and your clients, allowing for precise predictions of deal results. You can track the progress of your transactions effortlessly without relying on convoluted reports, facilitating proactive involvement as needed. By leveraging repeatable playbooks, you can mirror the success of your highest-performing representatives, while reusable templates promote consistency and excellence across all deals. The system easily integrates with your existing workflow, as Recapped collaborates smoothly with platforms like Salesforce, Dropbox, Google Drive, and others, boosting your productivity without interrupting your usual processes. By simplifying these tasks, you empower your team to reach their objectives more efficiently than ever, ultimately driving better results for everyone involved. In this way, your workspace becomes not just a location for work, but a catalyst for success.

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.

Media

Media

Integrations Supported

Salesforce
Docusign
Dropbox
Dropbox Sign
Google Drive
HubSpot CRM
HubSpot Customer Platform

Integrations Supported

Salesforce
Gainsight
Microsoft Dynamics 365

API Availability

API Availability

Pricing Information

$49 per user per year
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Recapped

Date Founded

2017

Company Location

United States

Company Website

www.recapped.io

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

uplandsoftware.com/roinnovation/

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Pipeline Management
RFP Management
Requirements Management
Task Management
Templates
Version Control

Sales Engagement

Not specified

Categories and Features

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

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