Elevate Summit


Playing off the success of last year, RO Elevate Customer Summit 2017 is built (and mostly lead) by your fellow RO customers. This event is very much a “roll up your sleeves and get after it” style event. No long boring PowerPoint presentations. You will get actionable stories, tips, real examples, recommendations, working sessions, training and strategies directly from your fellow customer marketing practitioners that you can take back to the office and immediately implement on Thursday.

We listened to feedback from last year’s attendees and will be making a few small changes to the format of the event. Most notably, extending it to the option of two days to include product training, maturity modeling and charging a small fee to attend this year.


“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

“RO Elevate has a proper mix of presentations and interactive workshops. It’s a great opportunity to have conversations with other users. A valuable and well done event!” Rich Witmer

Director of Global Marketing, Intergraph PP&M


Sirius Decisions

Lisa Nakano, Service Director Customer Engagement Strategies

SiriusDecisions research shows that 80% of b-to-b buying decisions are based on customer experience, and what better way to share the positive experience your customers are having than through a vibrant customer advocacy program? Although the value of reference programs for accelerating sales cycles and buying decisions continues to be critically important, practitioners must set the stage to evolve to full-blown advocacy programs where post-sale participation in engagement opportunities drives loyalty and growth in the existing customer base. The most recent SiriusDecisions CMO study tells us that setting up customer marketing and customer experience functionality is a key strategic focus – so getting ahead of the curve on technology, organizational interlock, and impact metrics has never been more important.  We will share best practice models and frameworks to jumpstart your thinking and enable your ability to execute, along with customer stories to inspire!


Product Education and Advisory

9:00 – Noon RO Enablement Training Reinforce your skills alongside your peers, RO Innovation’s experts and leading industry experts. Focus on optimizing your existing platform and positioning your content in the right place at the right time throughout the customer’s journey.
Noon – 1:00 pm Lunch
1:00 – 4:00 pm Continuing the Enablement Training Continuing the learning centered around how Content Enablement and Reference Enablement can better drive efficiency and scalability within your organization.
 4:00 pm Social Pre-Happy Hour 
4:00-5:00 pm Are you using all the bells and whistles of RO’s platform? Series of 15 minute discussions & training on major features, integrations, and new functionality. Includes presentations and examples from your peers on how they are using features & finding success.
5:00 – 7:00 pm Networking Reception


Maturity Modeling & Industry Thought Leadership

9:00 – 9:15 am Opening Dan Montoya, RO Innovation’s VP of Professional Services
9:15 – 10:00 am General Session Keynote Speaker: Sirius Decisions – Lisa Nakano, Service Director, Customer Engagement Strategies
10:00 – 10:30 am

Industry Benchmarks and Scorecard Assessment Introduction

Next Level Customer Marketing will share Industry Research to benchmark your program and outline how to use the results of your assessment scorecard and maturity model.

10:30 – 10:45 am Break
10:45 am – 12:15 pm Maturity Model Breakout Sessions Based on results from the scorecard assessment, you will participate in the appropriate maturity model group with your peers.
12:15 – 1:15 pm Lunch
1:15 – 2:15 pm Maturity Model Breakout Sessions  Continued discussion of the maturity model group with your peers
2:15 – 3:00 pm Maturity Model Discussion & Findings Group Share – Finalize discussions in an open format which every group will share their thoughts and conversations
3:00 – 3:15 pm Break
3:15 – 4:00 pm Executive Panel Discussion Executive level insights – Wisdom and successes discussed by a panel of RO Innovation customers
4:00 – 4:30 pm Closing Remarks – Jim Mooney, CEO & Founder, RO Innovation
5:00 – 8:00 pm Networking Reception – Roots and Rye – circle around the fire pit and reflect upon some of the discussions and learnings that happened over the last couple of days.


Recognizing the best of the best in customer reference management.

At RO Innovation, we value the leaders in Reference Management. We are consistently inspired by the innovative ways RO’s customers Activate the Voice of their Customers.  We know it’s not easy. You are always looking at new ways to navigate through the challenges of capturing your customers voice and proving the impact and value of customer advocacy programs. However, despite those challenges, you are still a cut above the rest. And the world needs to know about it.


Doubletree by Hilton San Jose

Doubletree by Hilton San Jose

2050 Gateway Place, San Jose, CA 95110




> Ends Sep 8, 2017



> Ends Oct 23, 2017



Hey RO customers…want to bring 3 or more people from your team?
Great! We’ll offer you this package deal: buy two tickets (totaled above) and everyone else from your team gets in FREE!

> Early Bird Pricing Ends September 8, 2017

More Information

For more information on the summit agenda please contact roelevate@roinnovation.com.  For general information regarding hotel, parking, transportation and more visit our Elevate information page.

Countdown to Elevate