--- title: Upland RO Innovation Reviews meta\_title: 'Upland RO Innovation Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 19 reviews by the users' company size, role or industry to find out how Upland RO Innovation works for a business like yours. aggregate\_rating: rating\_value: 4.1 review\_count: 19 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Upland RO Innovation Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Upland RO Innovation but has limited features. Are you part of the Upland RO Innovation team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Upland RO Innovation is customer reference management software for companies that win. The platform enables businesses to automatically serve up the best customer references, when they’re needed, use AI to leverage intelligence from Sales Wins, and track the impact of references on sales. With integrations to CRM systems like Salesforce, Microsoft Dynamics, and HubSpot, RO Innovation makes it easy to find customer references and testimonials to help sales teams close deals, faster. Customers love RO Innovation for its ability to improve business efficiency across teams, reference match to the buyer journey, capturing the right context in your CRM for sales opportunities, building and maintaining strong relationships with references. Learn more at www.uplandsoftware.com/roinnovation/ * * * Seller [Upland Software](https://www.g2.com/sellers/upland-software) Discussions [Upland RO Innovation Community](https://www.g2.com/products/upland-ro-innovation/discuss) Languages Supported English Overview by Kevin MacKenzie (Product Marketing Director | MBA, Marketing | User-Centric Storyteller | B2B SaaS | 12+ Years Marketing Experience ✈) Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/upland-ro-innovation/pricing) ## Top-Rated Alternatives [ ![Gainsight Customer Success](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gainsight Customer Success") Gainsight Customer Success 4.5/5(1,754) ](https://www.g2.com/products/gainsight-customer-success/reviews) [ ![Influitive](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Influitive") Influitive 4.4/5(396) ](https://www.g2.com/products/jigsaw-interactive-influitive/reviews) [ ![Clari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clari") Clari 4.6/5(5,610) ](https://www.g2.com/products/clari/reviews) [ View All Alternatives ](https://www.g2.com/products/upland-ro-innovation/competitors/alternatives) ## User Insights Average based on 19 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 5/8/2018 "Brutal" 0/5 What do you like best about Upland RO Innovation? Not very much. I'm not sure if the tool was set up properly, but it is very cumbersome. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? This tool was implemented at my company some time ago - it is very difficult to make changes, it is not user friendly and we've lost confidence in it. I just wish we had a different tool Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? We were trying to use this tool for our client reference database. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AF Amy F. Mid-Market (51-1000 emp.) 1/4/2018 "If you are serious about your reference program, you need Reference View" 4.5/5 What do you like best about Upland RO Innovation? Integrates w/SFDC & enables self service Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? Paying extra for features that should be in product. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? Scaling our reference program and empowering our sales team to do the customer research on their own. Also, our sales org and SDRs can send customized microsites, with all the relevant content to a prospect and track the activity. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Enterprise (\> 1000 emp.) 1/4/2018 "The team has been great " 3.5/5 What do you like best about Upland RO Innovation? I like that it's integrated with Salesforce and you can fairly easily (for an additional fee) have the team set up custom filters. The team is super responsive and great to work with. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? Limitations with integrations with the platform. Also doesn't allow you to restrict # of users to licensing fee can grow quickly. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? Helping us to manage our customer references and available customer assets. This has automated the process and because it's integrated with Salesforce, it's always up to date with our current customer base. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Sofia A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sofia A.") SA Sofia A. Senior Sales Enablement Specialist Computer Software Mid-Market (51-1000 emp.) 10/31/2016 "Just OK for Content Management" 3/5 What do you like best about Upland RO Innovation? The user interface is simple and easy to navigate. The integration in Salesforce.com is also extremely useful. I like that ROInnovation syncs with Chatter so I receive email updates when assets are updated, changed and shared. I also like the "Top Assets" - assets that are most commonly being used by the rest of the sales organization and "Latest Assets" - assets that have been recently updated and/or added to the Vault/ROInnovation. The Spotlight feature (micro-website) is a great tool and our sales team has taken full advantage of this feature for prospecting. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? The tagging system on the backend/administrative side is extremely complicated making it hard for end users to find content. I have yet to fully understand how the tagging system works and it's extremely difficult to find tailored content for my prospects. Other than spotlights, there is no way to track the assets once they are sent to prospects/downloaded from the internet. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? - Content management - We also want to make sure that our sales team can find all the sales assets they need throughout their sales cycle process when they need them to be successful - We would also like to understand what content is being used by the sales org and also what content is resonating with our prospects Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Dan G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dan G.") DG Dan G. Training Engineer Telecommunications Enterprise (\> 1000 emp.) 11/16/2016 "Excellent customer portal" 4/5 What do you like best about Upland RO Innovation? Very easy to manage and use, customers like the accessibility and the ability to easily share content with their colleagues using "spotlights". Data analytics is excellent, as is customer support. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? lack of customization capabilities, and search could be better. Otherwise a very good product. Review collected by and hosted on G2.com. Recommendations to others considering Upland RO Innovation: The support is truly stellar - they jump when you call and solve problems fast. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? I need to get timely content out to a diverse customer base. I cannot afford to provide live service to everyone, so a robust self-service portal is essential. This system meets my needs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") CC Verified User in Computer Software Mid-Market (51-1000 emp.) 10/24/2016 "Good experience!" 4/5 What do you like best about Upland RO Innovation? - I had a lot of visibility and transparency into references that are available and ones that are not. I could also control how many times a reference is used so that we would not over- use it. - Building out a reference program - it made it easy for sales to request references via the tool, rather than by email Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? - It takes quite a lot of work to get everyone on the same page and everyone using the tool consistently. I remember having to educate a lot of people on the tool and trying to convince sales to use it. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? - When being used appropriately and efficiently it improved speed and process. Everything was much quicker rather than going back and forth by email. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Sterling J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sterling J.") SJ Sterling J. Vice President, Marketing Mid-Market (51-1000 emp.) 12/15/2015 "Boulder Logic is a 10X solution!" 5/5 What do you like best about Upland RO Innovation? Boulder Logic gave our company immediate ROI. Instead of relying on spreadsheets and emails and walking around, we can now know find better references that are perfectly matched in seconds - all within Salesforce. Reps now spend less hours searching for references and more time selling using our most powerful sales tool - our happiest customers. And that adds up to more deals in less time. This is why it's a 10X solution. From an administrative standpoint, I love being able to keep track of which references are over/under-used. Our large sales team LOVES the microsite capability! And nominating new references into the database only takes a minute or two. It's so easy and powerful, it blows my mind. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? I would like to see a feature added that automatically detects whether a new nominated reference is a duplicate record. Currently, it requires the admin or submitter to manually check. Review collected by and hosted on G2.com. Recommendations to others considering Upland RO Innovation: Given the merger between Boulder Logic and RO Innovation, it's unclear whether both platforms will persist independently or if they will mutually benefit as a combined platform at some point in the future. Decide which one is best for you. We chose Boulder Logic. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? Qualtrics is trying to close more deals in less time while scaling at an incredibly fast pace. This demands efficiency, speed and transparency. Boulder Logic delivers on all three. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Mid-Market (51-1000 emp.) 5/11/2016 "Backbone of my advocacy program" 2.5/5 What do you like best about Upland RO Innovation? I find Boulder Logic is a great place to store assets as well as track outreach. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? I don't think the program is intuitive. I also don't like the fact that having seamless integration with SalesForce is a much more expensive add-on. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? We needed a place to track advocacy outreach and this platform has allowed for that. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Eric A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Eric A.") EA Eric A. Sr. Global Reference Program Manager Computer Software Mid-Market (51-1000 emp.) 7/28/2015 "Reference View Transformed Our Program" 4.5/5 What do you like best about Upland RO Innovation? Reference View has formalized our reference process and transformed our program. What used to be done through email and spreadsheets is now managed online and is integrated with Salesforce. What a difference. Review collected by and hosted on G2.com. What do you dislike about Upland RO Innovation? Some of the customized updates we'd like aren't always doable without incurring additional development costs. Review collected by and hosted on G2.com. What problems is Upland RO Innovation solving and how is that benefiting you? Reference View has expedited the request process. It has allowed a small reference team to service a large sales team, and fulfill 600% more requests! Also, Reference View enables us to track reference activity so we avoid burning out our best reference customers. And we've grown the program by 300%. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Questions about Upland RO Innovation? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Upland RO Innovation ](https://www.g2.com/products/upland-ro-innovation/discussions/new) GU Guest User What is Upland RO Innovation used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-upland-ro-innovation-used-for) [ View all Discussions ](https://www.g2.com/products/upland-ro-innovation/discuss) ##### Pricing Pricing details for this product isn’t currently available. 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