Upland Software provides cloud-based enterprise software across customer engagement, knowledge management, and contact center operations. Their InGenius product integrates CRM systems directly with contact center platforms to give agents a unified desktop and reduce the friction that drives handle time up and customer satisfaction down. Upland Mobile Commons serves nonprofits and advocacy organizations with SMS-based engagement tools that have driven some of the largest mobile membership and fundraising campaigns in the sector. The resources below cover both product lines, from AI investment strategies and voice channel optimization to real-world case studies from organizations that have measurably transformed their operations with Upland.
Guide
How InGenius Supercharges Your AI Investment
How integrating your CRM and contact center with InGenius creates the data foundation and agent workflow that AI tools need to actually deliver ROI in customer service operations.
Download Guide
Guide
Revitalizing the Power of Voice in Your Contact Center
Why voice remains the highest-stakes customer service channel, and what operations leaders need to do differently to make every call faster, more informed, and more likely to resolve on the first contact.
Download Guide
Guide
Simplify Your Agents Desktop to Enhance Customer Experience
How reducing the number of applications agents toggle between during a call directly improves handle time, first-contact resolution, and the customer experience scores that follow from both.
Download Guide
Guide
Using SMS for Nonprofit Fundraising
A practical guide to building SMS fundraising campaigns that convert, covering list growth, message cadence, compliance, and the engagement patterns that drive recurring donations from mobile supporters.
Download Guide
Case Study
SEIU Drives Massive Membership Growth and Significant Legislative Impact with Upland Mobile Commons
How SEIU used Upland Mobile Commons to build one of the largest union SMS programs in the country, driving measurable membership growth and turning mobile engagement into direct legislative outcomes.
Download Case Study
Case Study
SPI Health and Safety Streamlines Its Customer Service with the InGenius Connection
How SPI Health and Safety used InGenius to connect their CRM and contact center, giving agents a single unified view that reduced handle time and improved the consistency of every customer interaction.
Download Case Study