Panviva Overview

Panviva transforms novice agents into experts using AI-powered guided knowledge management, ideal for regulated industries. The platform is offered by Upland Software.

Use Cases

Customers recommend Helpdesk Management, Knowledge Management, Engagement Management, as the business use cases that they have been most satisfied with while using Panviva.

Other use cases:

  • Onboarding
  • Collaboration
  • Content Management
  • Contract Management
  • Workflow Management
  • Sending & Publishing Communications
  • Conference Call Management
See all use cases See less use cases

Business Priorities

Improve ROI and Improve Efficiency are the most popular business priorities that customers and associates have achieved using Panviva.

Other priorities:

  • Acquire Customers
  • Enhance Customer Relationships
  • Improve Consistency
  • Scale Best Practices
  • Launch New Products
  • Improve Internal Communications
See all business priorities See less business priorities

Panviva Use-Cases and Business Priorities: Customer Satisfaction Data

Panviva works with different mediums / channels such as Phone Calls. and Offline.

Panviva's features include Alerts: Popups & Notifications, and Personalization. and Panviva support capabilities include Phone Support, Email Support, Chat Support, etc. also Panviva analytics capabilities include Custom Reports, and Analytics.

Reviews

"Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth." - Susan Gemmel

Panviva, livepro, Shelf.io, KnowledgeOwl, Notion, etc., all belong to a category of solutions that help Knowledge Management. 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 Panviva

Top Industries

  • Hospital & Health Care
  • Financial Services
  • Insurance

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Panviva is popular in Hospital & Health Care, Financial Services, and Insurance and is widely used by Enterprise, Mid Market, and Large Enterprise.

Comprehensive Insights on Panviva Use Cases

How does Panviva facilitate Helpdesk Management?

What Are the key features of Panviva for Knowledge Management?

What makes Panviva ideal for Engagement Management?

How does Panviva facilitate Onboarding?

What Are the key features of Panviva for Collaboration?

22+ more Business Use Cases

29 buyers and buying teams have used Cuspera to assess how well Panviva solved their Knowledge Management needs. Cuspera uses 466 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 Knowledge Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Panviva testimonial

Susan Gemmel

Kings County 2-1-1

Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
Panviva testimonial

Stephanie Swinbourne

Director of the Customer Service Center

NextCare

Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement. Testimonial By Stephanie Swinbourne
Panviva testimonial

Member Services Manager

Health New England

HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in 2009, but Panviva was viewed as so important to gr...owth and to the customer experience that it was one of the only projects approved.

Testimonial By Health New England
CUSTOMERS TESTIMONIALS
Panviva testimonial

Susan Gemmel

Kings County 2-1-1

Before, information on outside resources could be anywhere—email, database, sticky note. With Panviva, we have a single source of truth. Testimonial By Susan Gemmel
Panviva testimonial

Stephanie Swinbourne

Director of the Customer Service Center

NextCare

Before Panviva call handing times were at 2:02 minutes per call. With Panviva we are at 1:47 minutes per call. That’s a 15 second handle time improvement. Testimonial By Stephanie Swinbourne
Panviva testimonial

Member Services Manager

Health New England

HNE is a very conservative organization and our executive committee scrutinizes every investment request, carefully considering and ranking investments by ROI, payback period and impact on the Customer experience. They approved very few projects in 2009, but Panviva was viewed as so important to gr...owth and to the customer experience that it was one of the only projects approved.

Testimonial By Health New England

Case Studies

COMPANY INDUSTRY CASE STUDIES
Panviva case study
Hospital & Health Care
Hospital & Health Care
Case Study Western Health Advantage

With Panviva’s auditing capability, we know when a call process or document was updated and who is learning about it.

Read More
Panviva case study
Financial Services
Financial Services
Case Study Desert Financial

With Panviva working so well in the contact center and retail teams, Desert Financial is preparing to roll the system out to the rest of the organization

Read More
Panviva case study
Financial Services
Financial Services
Case Study GM Financial

How GM Financial used Panviva in consolidating information from a number of disconnected knowledge bases into one central repository

Read More

Video

Upland Panviva for Contact Centers

Video Thumbnail
lightning

Peers used Panviva for helpdesk management and knowledge management

Panviva Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.72/5

Read Reviews (64)
Analytics

3.05/5

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.72/5

Read Reviews (64)
Analytics

3.05/5

Read Reviews (3)

Software Failure Risk Guidance

?

for Panviva

Overall Risk Meter

Low Medium High

Top Failure Risks for Panviva

Upland Software, Inc. News

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

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

16/12/2024 - source

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.

12/11/2024 - source

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.

12/11/2024 - source

Upland Software, Inc. Feeds

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.

10/03/2025 - source

Upland Software Reports Third Quarter 2024 Financial Results - Business Wire

Upland Software announced its financial results for the third quarter of 2024, detailing its performance metrics and business outlook.

06/11/2024 - source

Upland Software to Release Third Quarter 2024 Financial Results on November 7, 2024 - Business Wire

Upland Software will announce its third-quarter 2024 financial results on November 7, 2024.

23/10/2024 - source

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