Upland is present in 16 markets with 17 products. Upland has 253 reviews with an overall average rating of 4.3.
Account-Planning Tools
Account planning tools (APTs) help B2B sales organizations improve sales outcomes such as revenue growth and customer retention throughout the customer life cycle. APTs help sales organizations in two unique and complementary ways. First, they improve seller precision and effectiveness by synthesizing information to provide a consistent, enhanced analysis of large, complex, multifaceted accounts. Second, they improve seller scale and efficiency by aggregating data from multiple accounts, enabling sellers to identify and prioritize expansion, upsell and cross-sell opportunities as well as risks to customer retention. Today’s B2B buying groups are often made up of many diverse stakeholders, all with their own varied perspectives on the proposed purchase. As a result, sales teams face exponentially increasing complexity when retaining and expanding relationships with existing customers, causing CSOs to struggle to drive value from account planning initiatives with their teams. APTs offer sales organizations an opportunity to improve customer outcomes while supporting their teams tasked with engaging complex customer groups. Account planning is often static, done once a year and solely owned and completed by sellers tasked with retaining and growing accounts. As such, account plans do not reflect the evolving partnership with the customer or capture knowledge from other customer-facing functions as they engage with the account. Account managers also face difficulties in regularly updating disparate systems not embedded in daily workflows. They struggle to have full visibility into the account itself, the customer stakeholders involved, the additional cross or upsell opportunities that exist and changing customer priorities, jeopardizing retention and growth outcomes.
Upland has 1 product in Account-Planning Tools market
Content Marketing Platforms
Gartner defines content marketing platforms (CMPs) as software solutions that support the practice of content marketing. These solutions facilitate creating and curating text, video, images, graphics, audio, e-books, white papers and interactive content assets that are distributed through paid, owned and earned channels. These assets are used to tell stories that help brands engage with and nurture customers, prospects and other audiences. The goal of content marketing is to drive awareness, demand, purchases and loyalty through deeper engagement with customers. CMPs enable the fundamentals of content marketing — specifically, ideation insight, editorial planning, creative workflow and performance analytics to drive a unified strategy and production at scale. CMPs collect and analyze data to inform content creation and reuse, streamline operations and iterate on content to improve marketing effectiveness. These platforms can also generate branded iterations of content for different audiences and enable internal teams, contributors and agencies involved in content creation to coordinate efforts. As a result, CMPs help connect content marketing efforts to business objectives across channels, ensuring organizational alignment and broad scope for managing content. CMPs also drive iterative content improvements, including capabilities to evaluate and test operating models and governance to drive collaboration across siloed teams. This supports faster time to market at scale. Many CMPs complement their software with optional services, such as content strategy development, creative marketplaces, and training to drive adoption and utilization.
Upland has 1 product in Content Marketing Platforms market
Content Services Platforms (Transitioning to Document Management)
Content services platforms (CSPs) are foundational for managing and utilizing content within an organization. CSP technologies enable employees to retrieve and work with content in a modern and seamless way across devices and organizational boundaries. Core CSP functionalities include content capture, creation, consolidation, processing and retention to support personal, team, departmental and enterprise business operations.
Upland has 1 product in Content Services Platforms (Transitioning to Document Management) market
Customer Communication Management
CCM software is defined as both a strategy and a market-fulfilled by applications that improve the creation, delivery, storage and retrieval of outbound and interactive communications. It supports the production of individualized customer messages, marketing collateral, new product introductions and transaction documents. It is a collection of computer programs that composes, personalizes, formats and delivers content acquired from various sources into targeted and relevant electronic and physical communications between an enterprise and its customers, prospective customers and business partners. It delivers targeted communications through a wide range of media including mobile, email, SMS, Web pages, social media sites and print. The CCM market has evolved from the convergence of document generation/composition and output management technologies. Current CCM solutions include the core elements of a design tool, a composition engine, a workflow/rule engine and multichannel output management.
Upland has 1 product in Customer Communication Management market
Customer Data Platforms
Gartner defines customer data platforms (CDPs) as software applications that support marketing and customer experience use cases by unifying a company’s customer data from marketing and other channels. CDPs optimize the timing and targeting of messages, offers and customer engagement activities, and enable the analysis of individual-level customer behavior over time. The purpose of a CDP is to centralize data collection and unify customer data from disparate sources into profiles. CDPs enable marketers to create and manage segments and push those segments to priority channels without requiring coding or use of advanced querying techniques. While CDPs originated to serve marketing use cases, interest from data management roles, IT and other customer-facing roles (e.g. sales, service and support) is on the rise. Digital marketing leaders have long used a variety of systems to design, orchestrate and measure multichannel campaigns. While many of those systems also manage customer-level data and audiences for targeting, they do so in a way that makes both data governance and orchestration across channels (and across competitive vendor solutions) a challenge. CDPs aim to address that challenge by collecting and unifying disparate customer data in a centralized location accessible to marketers. The CDP is not a substitute for an enterprise’s master data management, but it can ensure that customer profile data, transactional events and analytic attributes are available to marketing when needed for real-time interactions.
Upland has 1 product in Customer Data Platforms market
Email Marketing
Email marketing is the use of the email channel to deliver and optimize marketing messages — such as brand newsletters or contextually relevant, real-time and personalized communications — in support of engagement across the customer journey. Email service providers often bolster their technology platforms with supplementary managed services to improve the value and scalability of the email channel.
Upland has 1 product in Email Marketing market
IT Financial Management Tools
ITFM market consists of both tool vendors that sell and implement ITFM tools and service providers that custom-build ITFM capabilities or implement and support solutions from tool vendors.
Upland has 1 product in IT Financial Management Tools market
Insight Engines
Gartner defines Insight Engines as follows: Insight engines apply relevancy methods to discover, analyze, describe and organize content and data. They enable the interactive or proactive delivery or synthesis of information to people, and data to machines, in the context of their respective business moments. Insight engines should be viewed as platforms on which applications are provided, developed or augmented by applying the capabilities listed above to specific employee and customer experience use cases. Such applications are provided out of the box by vendors (e.g., intranet or site search), developed through technical partnerships (e.g., search within third-party applications), developed with customers in-house (e.g., expert finder), or developed through integration with third-party applications (e.g., extracting data from documents to support RPA).
Upland has 1 product in Insight Engines market
Multichannel Marketing Hubs
Gartner defines multichannel marketing hubs (MMHs) as software applications that orchestrate personalized communications to individuals in common marketing channels. MMHs optimize the timing, format and content of interactions through the analysis of customer data, audience segments and offers. MMHs are foundational for multichannel marketing, customer journey orchestration and next best action programs.
Upland has 1 product in Multichannel Marketing Hubs market
Multienterprise Collaboration Networks
Gartner defines multienterprise collaboration networks (MCNs) as solutions that support a community of trading partners of any tier and type that need to coordinate and execute on business processes extending across multiple enterprises. Gartner considers cloud-based MCNs to be a key technology to coordinate, orchestrate and automate an organization’s extended supply chain within the overall business ecosystem they operate in. The key capabilities of MCN solutions include three layers: Network representation and management, Application functions, Embedded analytics and intelligence.
Upland has 1 product in Multienterprise Collaboration Networks market
Project and Portfolio Management
PPM software providers covered under this market definition aim to support the selection, planning and execution of a variety of different work packages or containers, including, but not limited to, traditional projects. They often fold in collaboration and communication capabilities and allow work teams and project offices to report, monitor and identify course correction in resource-intensive project and work environments. Providers included in this market offer these capabilities directly through their own products, but frequently recognize that specific integration points may also be needed to connect niche tools or data sources. The PPM capabilities identified as essential or critical include: • Project demand management • Project planning and management • Time management • Resource management • Resource capacity planning • Project portfolio management • Project collaboration • Program management • Reporting services • Security and user management • Integration • Usability
Upland has 2 products in Project and Portfolio Management market
RFP Response Management Applications
Gartner defines RFP Response Management (RRM) applications as software that enables the seller to streamline and automate the creation, issuance, and management of RFP and RFI responses. These applications serve as a repository of RFP response elements and offer templates for crafting customized responses. They enhance collaboration among stakeholders through features such as knowledge management, co-editing, version control and task management. Used by sales, marketing, procurement, product, and service departments, these applications ensure prospects receive high-quality, current information about products, services and the company. These applications are integrated with sales force automation (SFA) platforms and content services platforms. The primary function of an RRM is to help sellers optimize the RFP response process, with the ultimate goal of efficiently increasing revenue generation. The RRM application fosters improved collaboration among various stakeholders, such as marketing, finance and product, by establishing a centralized knowledge repository. RRMs are capable of generating an initial RFP response within minutes, providing a robust starting point. The subsequent refinement of these initial drafts allows sellers to craft a unique and personalized value proposition, positioning their solution optimally for prospective buyers.
Upland has 1 product in RFP Response Management Applications market
Sales Force Automation Platforms
Gartner defines sales force automation platforms as AI-augmented tools supporting automation and capture of sales activities, processes and administrative tasks, facilitating initiation, engagement and documentation of buyer-seller interactions through multiexperience and channel-agnostic approaches and devices. They leverage advanced analytics to support actionable insights, tracking and monitoring sales contact, pipeline and opportunity management; guided selling; and forecasting process execution. Optimal UX for sales managers or leadership extends beyond internal use cases, and is scalable to support buyer-seller intermediation and shared prospect/customer experiences. These platforms incorporate AI features beyond add-on products in predictive and prescriptive analytics, ML and NLP, enhancing processes and customer interactions. Sales force automation (SFA) is a foundational sales technology implemented to automate and augment an organization’s core sales processes. Leveraging AI and advanced analytics, it enhances the seller’s ability to engage with customers across various interaction touchpoints and devices. It not only streamlines administrative tasks, but also provides actionable insights for improved sales contact, pipeline and opportunity management.
Upland has 1 product in Sales Force Automation Platforms market
Telecom Expense Management Services, Global
Telecom expense management (TEM) services enable enterprises’ IT, procurement and finance departments to order, provision, support and manage the costs of corporate telecommunications services, associated IT services and their inventories. (These may include fixed and mobile telephony and data services, cloud services, unified communications as a service [UCaaS] licenses, and Internet of Things [IoT] connectivity.) TEM services also include business intelligence (BI) and reporting suitable for supporting C-level strategic decision making. Gartner’s TEM research coverage focuses on SaaS-based applications and platforms, managed services, and associated professional services.
Upland has 1 product in Telecom Expense Management Services, Global market
Voice of the Customer Platforms
Gartner defines a voice of the customer (VoC) platform as one that integrate feedback collection, analysis and action into a single unified solution that helps organizations to understand and improve the customer experience. Feedback inputs extend beyond direct surveying to include other direct, and indirect and inferred sources. Voice of customer (VoC) platforms enable revenue and retention leaders to better manage the customer experience (CX) through a deep understanding of customer needs and perceptions. The resulting insights trigger recommendations and actions across the enterprise.
Upland has 1 product in Voice of the Customer Platforms market
Web Content Management
Gartner defines WCM as the process of creating, managing and delivering content to one or more digital channels. This is achieved through the use of specific content management features based on a core repository. WCM tools are used to manage content to be delivered to websites and other digital channels. These tools are used by both IT and marketing/business. They may be procured as commercial products or open-source tools and are typically cloud-based. The functionality of WCM solutions goes beyond the publication of webpages. It also includes: - Content-creation functions, such as assembling content components, pages, websites, microsites and landing pages. - A content repository that organizes different content types and their metadata. - Library services, such as check-in and check-out, versioning and rollback. - Security and roles, and permissions management. - Management features such as layout and templates, menus and navigation, and workflows. - Content and application deployment functions. - Personalization capabilities. - The ability to integrate, via APIs, with adjacent technologies such as digital commerce platforms, CRM, and marketing automation platforms. - Hybrid and headless capabilities for API-driven multiexperience content delivery beyond websites and to other channels — such as mobile apps, progressive web apps (PWAs), single-page applications (SPAs), digital and voice assistants and smart devices.
Upland has 1 product in Web Content Management market