Last week, we had the first RO Elevate Customer Summit.

Jim Mooney at RO Elevate Customer Summit

We had customers come in from all over the country and spend one amazing, jammed-packed day together that focused on taking our customers’ success to new heights.  We wanted to put on a user group forum that was different than anything else in the industry.

And we were so excited with the results.

I can say that because of the feedback our customer shared with us in-person.

“The opportunity to interact with peers’ work challenges we all face was well worth the time out of the office.”

Bev Barnett

Senior Customer Marketing Manager, Centrify

“I have gotten so much from the content and am re-inspired to do some cool things in 2017!”

Alex Larralde

Senior Manager, Customer Marketing, Jive Software

“Proper mix of presentations and interactive workshops. Great opportunity in small tables to have conversations with users. Valuable and well done!”

Rich Witmer

Director of Global Marketing, Intergraph PP&M

By the end of the day we had over a dozen customers share their testimony and advocacy on video, and as we all know in this field, that is extremely powerful.  At RO, we put our stake in the ground over the statement that the “reference” is the most important strategic asset any organization can have. So when our customers are willing to give us their recommendations on video, we take that very serious.

Customer events can be tricky.

There are so many options on how you could handle these types of get-togethers. You can do a boondoggle event. You can get a bunch of industry speakers. Or you can roll up the sleeves and get down in the trenches with your customers to work through what they are faced with every day.

We decided to go the “roll up the sleeves” route. And boy did we!

We discussed topics like:

  • Industry direction
  • User adoption
  • Building customer reference pipelines
  • Reference engagement and recognition
  • Data, KPI’s and metrics
  • Operational structures and resource alignment
  • Executive buy-in

We had large organizations like Microsoft, Dell/EMC, Marketo, Jive and smaller and medium size company’s like Intergraph, Greenway Health, Return Path and ServiceMax come and share with their peers.

But you know what? Regardless of their size, they all related to each other. They discovered they had similar challenges, opportunities and things that they can improve upon.

“Absolutely I would recommend this event! Why? Because it’s a great opportunity to pick the brain of other peers that are in the same boat.”

Ana Ruilope Bauer

Marketing Operations Consultant, FICO

“Meeting and brainstorming with other users and getting ideas & best practices are the reasons why I would recommend going again.”

Barbara Thomas

Customer Advocacy Team Leader, Microsoft

Gathered around tables, these customers legitimately were focused on helping each other as much as their own programs. They shared their best practices, learnings and experiences as a collective community. Everywhere I looked, I saw people literally leaning in…hanging on every word of the person who was sharing their thoughts. It was truly spectacular to see.  In my 14 years of running this company, I’ve never seen that level of energy in one room.


RO Innovation Customers at RO Elevate Customer Summit

Practicing what we Preach

We always talk about Happy Customers and Activating Their Voice. Well, we activated a lot of great voices at the RO Elevate Customer Summit.  And I think we walked away with some happy customers that felt it was worth the time out of the office.

For us here are at RO, that made all of the months of planning and preparation worth it.

We can’t wait for next year as our customers said that they would be “unhappy” if we DIDN’T have the 2nd annual RO Elevate Customer Summit in 2017.

You can count on us having a second one. We don’t want our customers missing out on these experiences with their peers, just as much as we don’t want them missing out on what’s to come next with RO Innovation.

Thank to everyone that joined us.

Jim Mooney
Jim Mooney is the Founder & CEO of RO Innovation. His passion for helping salespeople excel in all aspects of B2B selling, especially where customer references are involved, was the reason he started the company. His desire for helping others succeed flows through in the expert thought leadership he provides the industry, his customers and his employees.