Upland PSA Overview

Upland-PSA software helps manage projects efficiently. It enhances professional services, ensuring client expectations are consistently exceeded.

Use Cases

Customers recommend Social Media Analytics, Billing And Invoice Management, Forecasting, as the business use cases that they have been most satisfied with while using Upland PSA.

Other use cases:

  • Workflow Management
  • Collaboration
  • Engagement Management
  • Helpdesk Management
  • Contract Management
  • Knowledge Management
  • Customer Feedback Management
See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Upland PSA.

Other priorities:

  • Improve Consistency
  • Scale Best Practices
See all business priorities See less business priorities

Upland PSA Use-Cases and Business Priorities: Customer Satisfaction Data

Upland PSA's features include Dashboard, Recording, Templates, etc. and Upland PSA support capabilities include Email Support, Chat Support, Phone Support, etc. also Upland PSA analytics capabilities include Analytics, and Custom Reports.

Reviews

"We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA." - Craig Thompson

Upland PSA, Lokalise, Miro, Troop Messenger, Fyle, etc., all belong to a category of solutions that help Collaboration and Productivity. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Upland PSA

Top Industries

  • Management Consulting
  • Information Technology and Services
  • Computer Software

Popular in

  • Mid Market
  • Enterprise
  • Small Business

Upland PSA is popular in Management Consulting, Information Technology And Services, and Computer Software and is widely used by Mid Market, Enterprise, and Small Business.

Comprehensive Insights on Upland PSA Use Cases

How can Upland PSA enhance your Social Media Analytics process?

What solutions does Upland PSA provide for Billing And Invoice Management?

How can Upland PSA enhance your Forecasting process?

How efficiently Does Upland PSA manage your Workflow Management?

How can Upland PSA enhance your Collaboration process?

22+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Upland PSA solved their Collaboration and Productivity needs. Cuspera uses 808 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Collaboration and Productivity needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Upland PSA testimonial

Craig Thompson

VP Marketing & Customer Success UK

Grass Valley

We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson
Upland PSA testimonial

Vivian Wexler

Director of Talent Management

Vantage Partners

Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. Testimonial By Vivian Wexler
Upland PSA testimonial

Allie Bohr

Client and Data Administrator

Vantage Partners

Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business. Testimonial By Allie Bohr
CUSTOMERS TESTIMONIALS
Upland PSA testimonial

Craig Thompson

VP Marketing & Customer Success UK

Grass Valley

We grew our services revenue by 18% over three years, and we couldn’t have done it without Upland PSA. Testimonial By Craig Thompson
Upland PSA testimonial

Vivian Wexler

Director of Talent Management

Vantage Partners

Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. Testimonial By Vivian Wexler
Upland PSA testimonial

Allie Bohr

Client and Data Administrator

Vantage Partners

Upland PSA is a very flexible and scalable solution that not only meets our needs now, but will continue to be valuable as we grow our business. Testimonial By Allie Bohr

Case Studies

Information Technology and Services

CASE STUDY Sage

Sage improved its Sales Customer Reference Program with Upland RO Innovation. The program influenced nearly 30% of new sales. It reduced the time sales reps spent searching for references by 85%. Sag...e now delivers 30 customer references per month on average. The program includes 800+ customer references across various verticals.

Manufacturing

CASE STUDY Trane Technologies

Trane Technologies improved supply chain visibility and collaboration with Upland Ultriva. They reduced inventory and improved order fill and on-time delivery rates. The company managed over $750 mil...lion in annual material spend through the Collaborative Supply Portal. They transitioned to a lean production model, reducing unnecessary inventory and optimizing storage costs.

Food & Beverages

CASE STUDY Nestlé

Nestlé partnered with RightAnswers by Upland to improve their IT customer support. This helped reduce demand on support teams and improved the end user experience. Nestlé is the world's largest food ...and beverage company.

Publishing

CASE STUDY Boone Newspapers Inc.

Boone Newspapers Inc., a family-owned newspaper group, partnered with Second Street to implement a 'Best Of' ballot program. In their first year, they generated $1,200,000 in revenue. They revamped t...heir structure and sales execution, leading to a 1915% increase in users year-over-year. Additionally, they grew their email database by 47,132.

Consumer Services

CASE STUDY HomeServe

HomeServe used Upland Rant & Rave software to improve customer experience. They focused on customer insights, language taxonomy, and business support. They aimed to enhance business processes and cus...tomer satisfaction. They used Speech Analytics and operational data to find improvement opportunities. They improved language quality in the Rant & Rave dashboard. They increased engagement and visibility of the software for strategic decisions.

Mechanical or Industrial Engineering

CASE STUDY DRA Global

DRA Global automated its project cost management with Upland PSA. This saved time and money, improved team collaboration, and enhanced decision-making. The company, with over 4,500 staff, faced chall...enges with manual systems for financial management. Upland PSA provided a single-platform solution, integrating with HR and ERP systems. This centralized and standardized data capture, saving hours every month and supporting DRA's growth.

Frequently Asked Questions(FAQ)

for Upland PSA

What is Upland PSA?

Upland PSA is a Professional Services Automation platform. It redefines services automation with sales enablement and customer experience management. Upland PSA is a modular cloud project management, service delivery and billing solution that is designed to support globally dispersed customers and project workers who are operating in multiple remote locations, currencies, tax jurisdictions and time zones.

Upland PSA is a project and service delivery platform for companies with a distributed workforce. It automates project requests and approvals, resource scheduling and management, time and expense tracking, and project billing and invoicing. Upland PSA also includes configurable cost and billing rules with full support for time and material, fixed bid, recurring, and milestone-based projects.

Upland PSA, ensure that customer projects are delivered on time, under budget, and according to the customer’s needs and specifications. It helps sales and services teams with automated proposals. Upland PSA helps users to make informed data-driven decisions to streamline services operations and optimize the financial health of organization.

What is Upland PSA used for?

Upland PSA is a Collaboration and Productivity Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Social Media Analytics, Billing And Invoice Management and Forecasting .

What are the top features of Upland PSA?

Dashboard, Recording and Templates are some of the top features of Upland PSA.

Who uses Upland PSA?

Upland PSA is used by Management Consulting, Information Technology And Services and Computer Software among other industries.

What are Upland PSA alternatives?

Lokalise, Miro, Troop Messenger and Fyle are popular alternatives for Upland PSA.

Where is Upland PSA located?

Upland PSA is headquartered at Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788.
lightning

Peers used Upland PSA for social media analytics and billing and invoice management

Upland PSA Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.89/5

Read Reviews (1)
Analytics

4.19/5

Read Reviews (40)
Custom Reports

3.87/5

Read Reviews (170)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.89/5

Read Reviews (1)
Analytics

4.19/5

Read Reviews (40)
Custom Reports

3.87/5

Read Reviews (170)

Software Failure Risk Guidance

?

for Upland PSA

Overall Risk Meter

Low Medium High

Top Failure Risks for Upland PSA

Upland Software, Inc. News

Financial

Upland Software to Release Fourth Quarter 2024 Financial Results on March 12, 2025

Upland Software will release its fourth quarter 2024 financial results on March 12, 2025, followed by a conference call and webcast.

Awards

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Upland Software Earns 75+ Badges in G2 Winter 2025 Market Reports

Partnership

Upland Software Expands Cloud Fax Partnership with Konica Minolta in Major Tech Integration Deal

Upland Software strengthens its cloud fax services by partnering with Konica Minolta for a significant technology integration.

Partnership

Upland Software Expands Cloud Fax Partnership with Konica Minolta in Major Tech Integration Deal | UPLD Stock News - StockTitan

Upland Software has expanded its cloud fax partnership with Konica Minolta through a major tech integration deal.

Upland Software, Inc. Profile

Company Name

Upland Software, Inc.

Company Website

https://uplandsoftware.com/

Year Founded

2010

HQ Location

Frost Bank Tower 401 Congress Avenue, Suite 1850 Austin, TX 78701-3788

Employees

251-500

Social

Financials

PRIVATE