RO Innovation | Customer Reference Management vs LinkedIn Sales Navigator 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.

ELEVATE YOUR SALESFORCE EXPERIENCE WITH LINKEDIN DATA, INSIGHTS, AND ACTIONS Without leaving their CRM, sales professionals can leverage Embedded Profiles and Embedded Experiences (ADV Plus) to get up to speed on accounts, view key insights on buyers, stay updated on member and company news, uncover new leads, build out Relationship Maps (ADV Plus), find warm introductions, and send InMails to contacts. Within Lightning, admins are able to customize the interface to fit their team’s unique needs. Available for both Lightning and Classic. Requires Sales Navigator ADV Plus Edition. KEEP YOUR CRM DATA UP-TO-DATE Sales managers and professionals can keep CRM data up-to-date automatically by leveraging LinkedIn Data Validation. Pinpoint which contacts are associated with incorrect accounts, and use out-of-the-box reports to understand opportunities at risk (e.g. open opportunities where an associated contact is no longer with that company) as well as potential champions via past customers at new companies (e.g. contacts at closed-won opportunities who are now associated with a new company). Requires Sales Navigator ADV Plus and for CRM Sync to be enabled within Sales Navigator.