Live Q&A

Ask the Experts: Your Source for Customer Reference Mastery


Meet us bi-monthly for Ask the Experts where you will unlock the secrets to easily finding and delivering customer references on demand, capturing essential details for reporting, and more!

Bonus this year: We’re so happy to feature customers from Sage and Workday to share their expertise and best practices for customer reference management.

These sessions are hosted by Upland RO Innovation product experts and designed to empower you to advance your customer reference program so it delivers maximum value for your sales and marketing teams.

Details
Date | Second Tuesday of second month (bi-monthly)
Time | 10:00 AM PT | 1:00 PM ET

Topics
April: New Upland Analytics capabilities and Spring 2024 release preview
June: Customer spotlight: Metrics that matter featuring Sage
August: Utilizing RO Innovation data to demonstrate the effectiveness of your reference program
October: Customer spotlight: How to best align customer advocacy with sales featuring Workday and Fall 2024 release review
December: Year in review and what's to come in 2025


Frequently Asked Questions

Who should join Ask the Expert sessions?
These sessions are ideal for new and experienced administrators, and software end-users, who use RO Innovation on a regular basis.

When do the sessions take place?
The sessions take place online, on the second Tuesday of every second month (bi-monthly).

Why should I join?
These sessions will showcase best practices and help you learn tips and tricks on how to use RO Innovation. Plus, they’re a great way to connect with product experts and other customers.

How are Ask the Experts sessions structured?
Product experts will share best practices about specific topics during each session, and then address any inquiries you may have during the Q&A section. Every question is encouraged, whether you want to discuss inventory management, cost transparency, or automating invoice processing…there are no silly questions!

How much do the Ask the Expert sessions cost?
These sessions are FREE!

Love it, I’m all in! How do I sign up?
We’ve made it extremely easy to keep the sessions on your calendar for the entire year, all you have to do is;

  • Fill out the registration form
  • Download the calendar invite from the confirmation email
  • And voila! You’ll have every session in your calendar!

What if I only want to attend on a specific date?
No problem! We’d love to see you when you can. Keep the other sessions in your calendar so you can join another time.

What if I register, but can’t attend live?
Hey, things happen! Register anyway and your Customer Success Manager can share a link to the recording.

Register Now!

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Meet our experts

Anne-RO_ATE.png

Upland Software

Anne
Garbe

Vice President of

Customer Success

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Upland Software

Jason
Goetz

Product

Manager

We enjoy using the solution from InGenius and all of our users find it very easy to use. We get great insights from the dashboards and panels we have built, and when we needed support it is always there. Highly recommended.

Joe Gleason

Operations Manager, Specalised Training Services Limited

Headline goes here, short wins.

You can’t manage what you don’t measure. Average handle time, first call resolution, and Net Promoter Score are just some of the metrics effective contact centers require. You need advanced tools to help your agents and insights into your customers’ interactions to make intelligent operational decisions.

  • Reduce clicks for your agents
  • Automate call logs
  • Easily report on call data
  • Enable fast agent adoption

InGenius has helped companies reduce call handling time by 1 minute per call, increase case handling capacity by 50%, and improve Net Promoter Score by 20%

Your headline goes here, keep it short and snappy. Max four lines.

InGenius connects phone systems to CRMs for significant time savings.