Comparison Summary
This comparison report of Upland PSA vs. EssentialPIM is based on a specific set of business needs and context. The comparison uses 1156 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Upland PSA and EssentialPIM
Upland PSA, EssentialPIM, AlisQI, Office 365 Migration Planner, etc., belong to a category of solutions that help Collaboration and Productivity. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Upland PSA covers Social Media Management, Billing And Invoice Management, Forecasting, Collaboration, etc.
EssentialPIM focuses on Sales Document Management with E-Mail, Lead Qualification with E-Mail, Collaboration, Calendar Management with E-Mail, etc.
"Upland PSA has given us an opportunity to optimize how we manage our resources, helping us hire and retain good people and ensure profitability. " - Vivian Wexler
"I tried the free version of this program for almost a full year and I had a couple of questions, which your support department answered timely, despite the fact that I was using the 'free' version and because of this and ease of use of the program, ...I decided to purchase your program. Also since I only needed to purchase the desktop version for my machine and had the ability to put the portable version on my notebook to allow for synchronization when I was traveling, without having to purchase this second program this is an excellent bargain. Thanks folks. " - Jay Bach
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Professional Services Automation Software to streamline project execution and improve collaboration
Personal Information Manager for Windows/Android/iOS users
Age
2010
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
32
15
Total Goals
(we found evidences for)
4
1
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Enhance customer relationships
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Improve consistency
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Scale best practices
- See 1 more
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Improve efficiency
Top Channels
Channels Used
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e-mail
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newsletter
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offline
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on premises
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user generated content
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blogs
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promotions
- See 4 more
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e-mail
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newsletter
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offline
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on premises
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user generated content
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blogs
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promotions
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
