cuspera logo CUSPERA

Upland PSA vs Microsoft Power BI: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Upland PSA vs. Microsoft Power BI is based on a specific set of business needs and context. The comparison uses 17598 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upland PSA and Microsoft Power BI

Upland PSA, AlisQI, Office 365 Migration Planner, etc., belong to a category of solutions that help Collaboration and Productivity, whereas Microsoft Power BI, Sisense, TIBCO Spotfire, etc., belong to a category of solutions that help Business Intelligence. 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.

Microsoft Power BI focuses on Competitive Intelligence, Social Media Management, Communication Management with Website, Collaboration, 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

"Working with Microsoft has given us an opportunity to look at our entire approach to delivering IT services, to reshape our way of thinking and the culture of the IT department. It has turned us from a department which hasn’t always been able to mee...t the demands of a modern local authority to one that can offer real solutions and drive innovation across the entire business. " - Simon Oliver

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.


logo Upland PSA

Focus area

Software Failure Risk

  • medium

logo Microsoft Power BI

Focus area

Microsoft Power BI is better than Upland PSA for

Software Failure Risk

  • low

About

Professional Services Automation Software to streamline project execution and improve collaboration

Unify data from many sources to create interactive, immersive dashboards and reports that provide actionable insights and drive business results

Age

2010

1975

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

32

90

Total Goals
(we found evidences for)

4

16

Top Processes

Evidences indicate better relative satisfaction


social media management

social media analytics


billing and invoice management



workflow management



engagement management

engaging and following up


sales document management

contract management

proposal & quote management


helpdesk management


knowledge management


customer feedback management

measuring customer satisfaction



revenue cycle management



communication management

sending & publishing communications


competitive intelligence


products & pricelist management



lifetime value management


loyalty management


rating and review management





training & onboarding


campaign analytics


campaign monitoring


campaign management

campaign analytics

campaign monitoring




content management


business development



community building



generation of new leads


performance management


trade show marketing


lead qualification: technographic


lead qualification

lead qualification: technographic


meeting management



sales call management

meeting management


relationship management


contact list management


international marketing


database marketing


create learning path


courses & assessment

create learning path



opportunity management


account management




Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve consistency

  • Scale best practices

  • See 1 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve internal communications

  • Improve ROI

  • Grow market share

  • Manage risk

  • Improve digital and social presence

  • Improve visibility

  • Improve efficiency

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Launch new products

  • See 13 more

Top Channels

Channels Used

  • website

  • offline

  • mobile

  • phone calls

  • e-mail

  • social media

  • on premises

  • mass media

  • point of sale

  • video

  • chat

  • user generated content

  • blogs

  • Facebook

  • games

  • trade shows

  • Twitter

  • mobile app

  • Whatsapp

  • promotions

  • print media

  • newspaper

  • LinkedIn

  • See 20 more
  • website

  • offline

  • mobile

  • phone calls

  • e-mail

  • social media

  • on premises

  • mass media

  • point of sale

  • video

  • chat

  • user generated content

  • blogs

  • Facebook

  • games

  • trade shows

  • Twitter

  • mobile app

  • Whatsapp

  • promotions

  • print media

  • newspaper

  • LinkedIn

  • See 20 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting