Upland is present in 18 markets with 19 products. Upland has 268 reviews with an overall average rating of 4.4.
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.
Upland has 1 product in Account-Planning Tools market
Collaborative Work Management
Gartner defines the collaborative work management (CWM) market as the market for stand-alone software tools that provide task-driven workspaces to enable end users to plan, coordinate and automate their work. These tools provide an integrated assembly of user-friendly capabilities for work planning, in-context collaboration, content collaboration, workflow and automation, reporting, analysis and dashboarding, intelligent assistance, and use-case acceleration on a platform that handles data management and administrative operations. Tools are defined by their purpose (work planning and execution), target users and breadth of functionality.
Upland has 1 product in Collaborative Work Management market
Content Marketing Platforms
Gartner defines content marketing platforms (CMPs) as software solutions that support the end-to-end content production process. These solutions facilitate creating and curating text, video, images, graphics, audio, e-books, white papers and interactive content assets that are distributed through paid and owned channels. These assets are used to tell connected stories that help brands engage with and nurture multiple audiences with content that drives awareness, demand, purchases and loyalty.
Upland has 1 product in Content Marketing Platforms 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.
Upland has 1 product in Customer Data Platforms market
Customer Relationship Management - Others
Reviews for 'Customer Relationship Management - Others'
Upland has 1 product in Customer Relationship Management - Others market
Document Management
Gartner defines document management as the tools and practices used to capture, store, process, and access documents and content in support of personal, team and enterprise needs. It is used for a wide range of collaborative and operational purposes, enabling the digital workplace, content collaboration, content-centric processes, content services for enterprise applications and content governance. Gartner estimates that 70% to 80% of enterprise information is unstructured, posing a significant challenge for organizations that must unlock the potential and mitigate the risks of content. Document management tools are critical to enterprise application strategies that need to support unstructured information or content.
Upland has 1 product in Document Management market
Email Marketing
Gartner defines email marketing as 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. Email marketing helps marketers deliver information to their audiences after obtaining an email address. This can take the form of product or service updates, new promotions, transaction updates and more. As a relatively inexpensive method for communicating at scale with contacts, email provides value for different use cases across the full customer-engagement life span. Email is the most effective channel for several marketing objectives, including demand generation, conversion to sales, and customer loyalty and advocacy.
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 that extend across multiple enterprises. Gartner considers cloud-based MCNs to be a key technology for organizations of any industry, geography, size and maturity, implemented to coordinate, automate, orchestrate and transform an organization’s extended supply chain within the overall business ecosystem.
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 integrates feedback collection, analysis and action into a single interconnected platform that helps understand and improve the customer experience. Sources of feedback extend beyond direct surveying to include other, more indirect and inferred sources. VoC platforms enable leaders responsible for functions such as customer service, marketing, or sales to better manage the customer experience (CX) through a deep understanding of customer needs, motivations, goals and behaviors. 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