Upland Intelligent Capture: Use Cases, Capabilities & Competitors

Upland Software’s Audience Development solution helped Jisc boost email sign-ups. Jisc used exit intent widgets and Adestra integration to remind visitors to complete registration. The program achiev...ed a 71% conversion rate from reminder emails and a 4.7% click-through rate. Jisc tailored email journeys and improved list growth. The solution enabled ongoing optimization with Upland’s support team.
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LabVantage Solutions used RightAnswers to centralize their knowledge management. They faced issues with fragmented expertise and knowledge loss when employees left. RightAnswers helped them create a ...single, governed source of truth. This improved knowledge retention and agent confidence. The solution also prepared their support operation for AI adoption and reduced knowledge sprawl.
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Panviva Sidekick helped Desert Financial Credit Union boost service accuracy by 75%. Agents used conversational AI to find answers faster and improve call resolution. The tool made onboarding and tra...ining easier for new staff. 54% of responses were fully acceptable, and user sentiment was 63% positive. Panviva Sidekick fit into existing workflows without major changes.
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BA Insight’s AI Enablement Platform helped a top law firm connect Microsoft Copilot with iManage. Attorneys now use natural language to find case files instantly. The firm automated document summarie...s and improved security compliance. Copilot became more useful, saving time and boosting accuracy. The law firm now leads in legal AI adoption and future-proofs its workflows.
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NEXTDC used Altify to help their sales team work together better. The team used one approach for all sales. This made it easier to handle complex deals. With Altify, they closed their biggest deal ev...er. The sales team spoke the same language and worked as one group. Altify helped them build stronger relationships and grow revenue.
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Only One used Mobile Commons to boost their digital strategy. In one year, they sent 209,000 SMS messages. They added 40,000 new texting subscribers. Thousands of supporters signed climate petitions.... Mobile messaging helped them reach more people and drive action for climate causes.
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