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Upland Panviva Reviews & Product Details

AA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Upland Panviva?

Easy to navigate and helpful for step by step procedures. Builds consistency in experience for our customers when used correctly. Allows our staff to feel confident in providing answers to our customers. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

While this tool is highly customizable, it also requires staff to maintain and manage the content. As a user, you need to create a sustainable structure that needs to be monitored and maintained to prevent the information from becoming unusable, stale or unwieldly. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

This is our primary appication for knowledge management. All departments requiring consistent process execution have the ability to use this application. This allows us to have consistent and maintainable processes throughout the organization. Review collected by and hosted on G2.com.

Upland Panviva Overview

What is Upland Panviva?

Upland Panviva delivers AI-powered, expert-approved guidance and recommendations to build confidence and trust for contact center agents and customers. Panviva ensures complex organizations and their customer experience operations are compliant, competitive, and productive. Tailored for healthcare, health insurance, banking, utilities, and BPO organizations with large contact centers, Panviva offers flexible solutions that allow you to evolve at your own pace. From compliance-focused manual knowledge management to fully AI-powered, seamlessly integrated guidance across your contact center ecosystem, Panviva grows with you. Experience the productivity power of Panviva and transform your organization's knowledge delivery while maintaining strict compliance standards, all backed by deep industry expertise.

Upland Panviva Details
Product Website
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Product Description

Upland Panviva delivers AI-powered, expert-approved guidance and recommendations to build confidence and trust for contact center agents and customers. Panviva ensures complex organizations and their customer experience operations are compliant, competitive, and productive

How do you position yourself against your competitors?

As an agents single source of truth, Panviva keeps the promise of a seamless, consistent and responsive omni-channel customer experience.

Here's how Upland Panviva goes beyond your standard knowledge management software:
- Offers a single data repository for content curation that drives business intelligence.
- Uses API technology with contextual learning to deliver the most relevant answers.
- Utilizes interpretative AI/ML to personalize content based on user role and behavior.
- Helps maintain compliance in highly regulated industries.


Seller Details
Company Website
Year Founded
2010
HQ Location
Austin, TX
Twitter
@UplandSoftware
917 Twitter followers
LinkedIn® Page
www.linkedin.com
1,025 employees on LinkedIn®
Ownership
NASDAQ:UPLD
Total Revenue (USD mm)
$291
Description

Upland Software Inc. enables global businesses to work smarter with over 25 proven enterprise cloud software products that increase revenue, reduce costs, and deliver immediate value. Our solutions offer many integrated AI capabilities and cover digital marketing, knowledge management, contact center service, sales productivity, content lifecycle automation, and more. Upland's powerful cloud products are trusted by more than 10,000 global customers.


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Recent Upland Panviva Reviews

Parikshit S.
PS
Parikshit S.Mid-Market (51-1000 emp.)
4.5 out of 5
"Reliable and structured resource management platform"
Well, it is a solid tool for real-time resource management, especially in industries where accuracy and compliance are critical. It’s great for red...
nelson v.
NV
nelson v.Mid-Market (51-1000 emp.)
4.0 out of 5
"Upland Panviva feedback"
I love how easy is to navigate and get use to the software. I doesn't require too much expertise if you're new on this field.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Fantastic program for if you get a hang of it"
The purpose and uses, as demoed made it look like a no brainer
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1 person requested security information

Upland Panviva Media

Upland Panviva Demo - Panviva's Guide on the Side
Panviva homepages are fully customizable to align to your brand and permissionable to a user/role.
Upland Panviva Demo - Example Panviva Homepage
Using a 1/3rd screen means knowledge doesn’t get lost in yet another browser tab, but is never in the way.
Upland Panviva Demo - Layered content
Panviva’s layered content provides instant access to the right information, through any channel.
Upland Panviva Demo - Step by step guidance
With an auto generated Taskflow users can quickly navigate to where they need to be.
Upland Panviva Demo - Image Maps
Visual navigation and process flows are easily generated with Panviva’s image maps.
Upland Panviva Demo - Agent Understanding
With Panviva’s inbuilt learning comprehension checks, you can check your agents understanding.

Official Downloads

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94 out of 95 Total Reviews for Upland Panviva

4.6 out of 5
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Upland Panviva Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Upland PanvivaQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Parikshit S.
PS
Senior Manager, Enterprise Data
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland Panviva?

Well, it is a solid tool for real-time resource management, especially in industries where accuracy and compliance are critical. It’s great for reducing the time employees spend searching for information, everything is structured and easy to find, which is a lifesaver in fast paced environments like customer support or healthcare or IT support systms where I work.. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

I somethimes struggle trying to integrate it woth a multi platform system. While it integrates with CRMs and other systems, tailoring it to match a company’s exact needs isn’t always straightforward. I often end up working within its structure rather than making it work for you. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

For me and my organization personally, Panviva helps solve my headache of inconsistent information and slow responses by giving employees structured guidance. And that is because it ensures everyone follows the right steps without second-guessing. For new hires specially, it speeds up training by giving them answers as they work, instead of making them dig through manuals. It also improves customer service since agents can respond faster and more accurately. Review collected by and hosted on G2.com.

Dr. Will Hernando R.
DR
Community Public Health Practicum Professor
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland Panviva?

Lo que más valoro de Upland Panviva es su equilibrio entre su potencia y su practicidad. Encuentro que no es solo una plataforma repleta de funciones, sino que también a parte es muy fácil de usar. Desde el primera vez que la usé me impresionó la facilidad con que pude implementarla e integrarla. La excelente atención al cliente que recibida fue excelente, ya que fueron receptivos y serviciales, y nos guiaron en cada paso. Ahora quiero usarla todo el tiempo. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

La documentación es útil, sin embargo, a veces en lo personal a mi me gustaría tener tutoriales o ejemplos con más detalles. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Panviva me ha ayudado a solucionar el problema de la capacitación de personal que era anteriormente inheficiente, con esta herramienta el entrenamiento de nuevos miembros al equipo se ha vuelto mucho más sencilla y rápida ya que tienen acceso a toda la información y los procedimientos necesarios. Review collected by and hosted on G2.com.

nelson v.
NV
Remote Support Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland Panviva?

I love how easy is to navigate and get use to the software. I doesn't require too much expertise if you're new on this field. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

More connectivity options could be added but other than that, everything is well designed. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Customer interactions and knowledge base mainly. I was very easy to find the things I've needed. Review collected by and hosted on G2.com.

CK
Call Center Services Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Upland Panviva?

It is very user friendly, both from the Admin side and User side. It does cut down on how often team members need to reach out for help because they are able to search and find the answers themselves quickly. You can integrate it with other programs like a website or salesforce platforms. It can be set up to be used by external users like customers looking for answers on your public website. You tailor it to your companies colors with images and create engagement with the team through creative scavenger hunts you design within the platform. Its a living encyclopidia of knowlage. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

Being able to embed videos would be useful, but Panviva can link out to websites so there are ways around that. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Panviva allows our superviors to spend more time coaching and assisting Members directly by reducing the amount of calls they get from our team asking clarifying questions on our policies and procedures. Review collected by and hosted on G2.com.

Response from Danielle Falzone of Upland Panviva

Thanks for the review, Chloe! We strive to set our customers up for success and are so happy to hear that you’re loving Panviva. We can’t wait to see what the future holds for your organization!

Verified User in Insurance
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland Panviva?

I'm pleased with how easy it is to create and edit content in Panviva as an administrator, and the wide range of content types that can be created in Panviva and linked from other sources. I work with Panviva every day and tell my network about it whenever I get the chance. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

In the future I would love to see more reporting and analytics capabilities in Panviva, and a greater range of reports that could be generated. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Having Panviva as a resource has helped us be able to replace paper binders of training materials, and our staff are no longer combing through SOPs and quick guides during calls. We're able to get information communicated to staff quickly and have our processes at their fingertips at any time. Review collected by and hosted on G2.com.

Response from Danielle Falzone of Upland Panviva

Thank you for sharing your positive experience with Panviva. We're glad to hear that it has helped streamline your training processes and improve accessibility to important information for your staff. We take your feedback about reporting and analytics seriously and we are excited to share that we have some upcoming updates in our roadmap to enhance our analytics capabilities!

SB
Quality Assurance Agent
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland Panviva?

I like that with Panviva there are multiple ways to use the system. I use it for not only instructional material but product material. I the program nearly every day. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

Sometimes the system can glitch when working with images but this is an easy thing to work around. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Keeping our product and knowledge base in an easy and well organized system for our team to navigate. Review collected by and hosted on G2.com.

Response from Danielle Falzone of Upland Panviva

Thank you for sharing your positive experience with Upland Panviva! We're thrilled to hear that you find the program versatile and use it regularly for instructional and product material. We appreciate your feedback about the occasional glitch with images and will work on improving this aspect. If you encounter any further issues or have suggestions for improvement, please feel free to reach out to your CSM and they can loop in the support team. It's great to hear that Panviva is helping you keep your product and knowledge base organized for your team's benefit. We're here to support you every step of the way!

NM
Procedure Specialist
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
What do you like best about Upland Panviva?

I like the ease of use of Panviva. It's great for writing procedures and I can resolve many simple problem myself because they are so logical. I find is really easy to negotiate my way around - a no fuss tool. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

A few hitches with sizing and position of the windows that do not remain to my desired requirements Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

I can write professional looking procedures within Panviva instead of Word documents. This enables us to house and contain thousands of procedures in one place and it is super easy to navigate both for the author and user. Review collected by and hosted on G2.com.

Response from Danielle Falzone of Upland Panviva

Thanks for the kind words, Nicki! We’re so happy Panviva is helping you achieve your goals. At Upland Software, we’re committed to your success, so please let us know if there’s anything we can do to support you!

Verified User in Banking
AB
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Upland Panviva?

The purpose and uses, as demoed made it look like a no brainer Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

Found it to be dificult to adapt to, primarily because of limitation in customization. Also concern for loss of data with backup limitations Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Aside of limited customization, it certainly has the potential of handling a large portion of customer communication saving resources and costs on in person communication Review collected by and hosted on G2.com.

CD
Project Manager - Operations
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland Panviva?

Panviva is a powerful knowledge base system that excels in providing real-time guidance. Its easy-to-navigate interface helps new employees quickly get up to speed. Step-by-step instructions and a searchable knowledge base reduce the learning curve, enabling new hires to perform tasks confidently and accurately. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

Panviva's formatting capabilities are somewhat limited, resulting in difficulties creating and maintaining complex document structures. The formatting options can be restrictive, making it challenging to produce visually appealing and well-organized documents. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Centralization of standard operating procedures. Review collected by and hosted on G2.com.

Response from Danielle Falzone of Upland Panviva

Thank you so much for taking the time to leave a review. We love that Panviva is helping you reduce your team’s learning curve!

We are excited to share that we have some upcoming updates in our roadmap to enhance the flexibility of our editor. This will help us evolve our format options for you and allow you to be more creative.

Don’t forget you can join our Customer Community Forum for more design tips and ideas from other Panviva customers!

Verified User in Hospital & Health Care
EH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Upland Panviva?

The best part of Panviva is the ability to customize the look of the information from a call center agents point of view. Making it easy to drill down into exactly what product the customer needs based on a couple simple questions to work through the flow in panviva. Review collected by and hosted on G2.com.

What do you dislike about Upland Panviva?

The ease of creating new pages takes quite a bit of time to get it perfect, wish there was a better way to upload the content and arrange as nessecary. Review collected by and hosted on G2.com.

What problems is Upland Panviva solving and how is that benefiting you?

Panviva has all of our products loaded by brand and type allowing an agent to pull up all the relevant part numbers to place an order with the click of a button! Review collected by and hosted on G2.com.

Response from Danielle Falzone of Upland Panviva

Thank you so much for taking the time to leave a review. We love that Panviva is making your agents and customers lives easier.

We understand how important designing content is, and we have some pretty exciting things planned in our roadmap in this space.

Don’t forget you can join our Customer Community Forum for more design tips and ideas from other Panviva customers.