Upland is present in 16 markets with 17 products. Upland has 272 reviews with an overall average rating of 4.5.
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
Customer data platforms (CDPs) are software applications that support customer experience use cases by unifying a company’s customer data from marketing, sales, service, commerce and other sources. CDPs unify customer data to facilitate its output to coordinate profiles between cross-functional systems, create segments and/or audience targets, optimize offers and/or decisions, and inform analysis while distributing insights that create triggers for other experiences.
Upland has 1 product in Customer Data Platforms market
Customer Relationship Management
Customer Relationship Management (CRM) refers to products and services that enable organizations to manage, analyze, and enhance customer interactions. This category includes markets that support functions such as customer engagement, service delivery, experience personalization, and operational efficiency - aimed at improving customer satisfaction, loyalty, and business outcomes.
Upland has 1 product in Customer Relationship Management 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
Enterprise AI Search
Gartner defines enterprise AI search as platforms that enable retrieval and synthesis of information across enterprise repositories. They are a key technology for developing AI assistants and AI agents that scale to enterprise needs using retrieval-augmented generation (RAG). They integrate with a wide range of advanced natural language processing (NLP), machine learning (ML) and large language model (LLM) technologies that are essential to knowledge management processes. They are designed to be customized and tuned for specific domains but often come with prepackaged integrations and experiences for some enterprise applications. Enterprise AI search tools are pivotal tools for humans and machines that need to find information and synthesize it to derive insight, so they can subsequently make decisions and take actions. These platforms connect to a wide variety of data sources, normalize and classify information, index it, and match and rank the most relevant results. Their user experiences are commonly customized and are increasingly used as a platform for building AI assistants for a wide variety of operational use cases. Those building RAG-based systems should consider how to configure enterprise search platforms to deliver AI assistants and, in the future, AI agents.
Upland has 1 product in Enterprise AI Search market
IT Financial Management Tools
Gartner defines IT financial management (ITFM) as tools designed to help better manage IT spend. These tools will enable better spend transparency and cost controls, and more robust budgeting and forecasting capabilities. These tools can significantly automate the work required to support ITFM practices and decision making.
Upland has 1 product in IT Financial Management Tools market
Multichannel Marketing Hubs
Gartner defines multichannel marketing hubs (MMHs) as software applications, primarily delivered as SaaS, that orchestrate personalized campaigns and event-driven customer journeys across marketing channels. These applications leverage customer data, predictive models and real-time insights to optimize the timing, channel and content of interactions. MMHs apply advanced analytics, AI and prescriptive intelligence to help marketing and technical teams manage the end-to-end life cycle of customer journeys. Although MMHs overlap with customer data platforms (CDPs) and personalization engines, their primary focus is enabling marketing users to manage large-scale consumer interactions, particularly in owned media channels such as email and app push. Multichannel marketing hubs empower marketers to deliver personalized media and orchestrate customer journeys, thus driving revenue, engagement and loyalty. These SaaS applications unify customer data, predictive insights and real-time decision making to optimize interactions across digital channels. MMHs enable multidisciplinary teams to manage campaigns and event-driven journeys via advanced analytics, artificial intelligence/machine learning (AI/ML) and prescriptive intelligence.
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
Productivity and Collaboration
Productivity and Collaboration refer to products and services that enhance how teams work together, manage projects, and drive innovation across the enterprise. This category includes markets that focus on enabling organizations to streamline resource planning, improve cross-functional collaboration, and boost employee engagement through integrated tools for communication, task management, and workflow optimization.
Upland has 1 product in Productivity and Collaboration market
Project and Portfolio Management (Transitioning to Strategic 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 (Transitioning to Strategic 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
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
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