Integrations

Upland RO Innovation has the ability to integrate with a variety of CRMs to help streamline your sales process.

Salesforce

Individually, Salesforce.com® and Upland RO Innovation are impressive platforms. Together, they introduce a whole new level of efficiency and effectiveness to sales, marketing and customer reference teams.

  • Users access everything they need from one place
  • Boost productivity of sales team
  • Increase usage and adoption of your CRM and RO Innovation investments
  • Ensure salespeople have effective assets at their fingertips
  • Streamline the customer reference request process

Note: For more information, see Salesforce.

CRM Hybrid

RUX supports a basic CRM Hybrid model. CRM Hybrid features support both CRM integrated accounts/contacts and stand-alone customers/contacts in the same platform. This is beneficial for companies who might have partner lists outside of their CRM system and companies going through mergers or acquisitions that are facing delays in combining their CRM systems. This specific feature allows sales users to nominate their reference contacts regardless of if they already exist in a CRM and gives more visibility into which customers are already named references.

Note: Please submit an enhancement request to enable this integration.

Influitive

Communicating directly with advocates shortens response times and closes deals faster. By offering a standard, solid integration that supports these key use cases, we keep the reference team at the center of the buying experience.

Note: Please reach out to your CSM for pricing and information on how to enable this integration.