Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Prelay's team selling software enhances collaboration among your revenue team and internal stakeholders, fostering a more efficient work environment. By utilizing Prelay, deal coordination is streamlined within a single, dedicated platform that integrates with essential software, eliminating the chaos of multiple disparate collaboration tools that lack centralized tracking and oversight. The software's primary functions provide clear visibility and ensure alignment throughout the entire deal execution cycle. Utilizing Plays for managing processes and Assists for overseeing resources and deliverables, Prelay allows teams to engage any individual or group for quick clarifications or comprehensive deliverables from virtually anywhere. You can efficiently manage and monitor the full lifecycle of deliverables while having access to complete historical data. The platform also facilitates the initiation, management, tracking, and testing processes to discover scalable success across proof of concepts (POCs). Furthermore, it encourages the involvement of all teams, promoting overall alignment and providing guidance throughout the process, ensuring that everyone is on the same page. This comprehensive approach not only enhances productivity but also drives better outcomes for your business.

Description

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Airtable Yes 
Box Yes 
Docusign Yes 
Dropbox Yes 
Gainsight No 
Google Cloud Platform Yes 
Heap Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Nextdoor Yes 
Outreach Yes 
SAP Cloud Platform Yes 
Slack Yes 
Smartsheet Yes 

Integrations

Salesforce Yes 
Airtable No 
Box No 
Docusign No 
Dropbox No 
Gainsight Yes 
Google Cloud Platform No 
Heap No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jira No 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Microsoft Outlook No 
Microsoft Teams No 
Nextdoor No 
Outreach No 
SAP Cloud Platform No 
Slack No 
Smartsheet No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Prelay

Founded

2019

Country

United States

Website

www.prelay.com

Vendor Details

Company Name

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/roinnovation/

Product Features

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Alternatives

Alternatives

ReferenceEdge Reviews

ReferenceEdge

Point of Reference
Backstory Reviews

Backstory

Backstory (People.ai)
Orca Reviews

Orca

Orca by Cortez Labs