RO Innovation | Customer Reference Management vs Vidyard - Video for Virtual Selling with 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.

Vidyard is the best way for sales teams to level up their virtual selling strategy with Video in Salesforce—from first touch to final handshake. 📹 Our free browser extension makes it easy for any sales rep to record and send personalized video emails from Sales Engagement. It’s a proven way to reach more leads and boost response rates. 🎯 Vidyard’s integration with Salesforce tracks each video view on lead and contact records. It allows reps to focus on the most engaged leads with a more personalized sales approach. ⏫ Video analytics from Vidyard can be used to build reports based on video engagement. Managers use these reports to surface high-intent leads for followup, or to enroll engaged prospects into sales cadences from Sales Engagement. 📊 Video view data can also be pulled into custom dashboards in Salesforce that demonstrate the impact of video. Measure how video is driving pipeline and revenue, as well as which sales reps are most effective at using video to engage prospects. 🎨 Marketing teams using Pardot can also leverage Vidyard's video engagement data for lead scoring and segmentation as buyers move through the sales funnel.