RO Innovation | Customer Reference Management vs OrgChartPlus - Relationship Mapping & Org Chart Tool for Salesforce

Upland RO Innovation is a leading customer reference management solution, helping organizations harness customer voices in sales and marketing activities to win new business faster. A central library of reference customer contacts and content enables sales with the most effective assets at every stage of the sales cycle. Workflows streamline reference approvals, tracking prevents reference overuse, and microsites simplify content sharing, all while analytics prove revenue impact.

UNDERSTAND • Identify your stakeholders and understand their hierarchy, decision-making ability, buying roles, responsibilities and experience to align your sales action plan • Quickly uncover gaps and additional insights required to give you a 360 degree view of your opportunity or account in an easy-to-build org chart or relationship map • Discover the relationships to develop and positively leverage your position SIMPLIFY • Transform contacts into org charts in a few clicks, directly from your existing Salesforce data, without need for complex reports • Visualize and map your stakeholder relationships to bring the account relationship to life with real-time data, for the whole account team • Simple installation and implementation to get up and running quickly and bring immediate benefit to your users and business GROW & WIN • Grow your accounts further with deeper stakeholder management • Help identify new opportunities faster through advanced stakeholder intelligence • Supports remote and collaborative working • Protect existing business lines through actionable relationship mapping insights • Understand gaps and risks in your relationship plans and strategies