Last updated April 24th 2025

Top 13 Unified Customer Experience Platform (UXCP) Requirement Checklist in 2025

UCXP platforms support the entire customer journey, enabling personalized outreach and efficient management.

This requirements table for Unified Customer Experience Platform (UXCP) products clearly outlines the key features and functionalities considered when evaluating vendors. We include User Experience, Analytics and Reporting, Compliance, Integration, Security, Marketing Automation, Sales Management, Customer Service Management, Collaboration and Unified CX.

Other important considerations may include the level of technical support offered, the availability of detailed documentation and developer resources, and pricing and licensing options. Customize these requirements in Taloflow and get expert ratings for 15 different vendors against all of the features in the table below, including None.

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Requirement Description Features
Must allow integration with third-party applications The platform should integrate seamlessly with a wide variety of third-party applications to enhance functionality and streamline operations.
  • Stripe Integration
  • Zendesk Integration
  • Zoom Webinars
Must automate the sales workflow The platform should streamline and automate the sales workflow, from lead generation to closing, improving efficiency and sales performance.
  • AI-Assisted Personalized Message
  • Automated Lead Generation
  • Automated Lead Nurturing
  • Automated Lead Scoring
  • Automated Sales Pipeline Management
  • Calendar Booking System
  • Sales Forecasting
Must enable real-time collaboration The platform should provide tools for real-time collaboration among team members, ensuring everyone is aligned and can work together effectively.
  • Collaborative Task Management
  • Commenting/Notes on CX Events
  • Real-time Collaboration Tools
  • Shared CX Timeline or Account Workspace
Must enable seamless omnichannel customer engagement The platform should support seamless engagement across multiple channels, ensuring a consistent and unified customer experience.
  • AI Chatbot Integration
  • Automated Customer Onboarding
  • Automated Response Systems
  • Interactive Customer Portals
  • Self-Service Knowledge Base
Must ensure data compliance and security The platform must comply with various data security and privacy regulations such as GDPR, CCPA, and HIPAA to protect customer data.
  • CCPA
  • Consent Management
  • GDPR
  • HIPAA
  • HITRUST
  • ISO 27001
  • SOC 2 TYPE 2
  • SOX
  • Single Sign-On (SSO)
Must facilitate marketing campaigns The platform must provide tools to automate, personalize, and optimize marketing campaigns, improving reach and engagement.
  • Automated Email Campaigns
  • Automated Social Media Posting
  • Customizable Email Templates
  • Personalized Marketing Campaigns
Must have robust access control and security measures The platform should offer strong security features, including role-based access control, encryption, and real-time monitoring to safeguard customer data.
  • Data Encryption
  • Multi-Factor Authentication
  • Role-Based Access Control (RBAC)
Must offer comprehensive customer analytics The platform should provide in-depth analytics that track and measure various customer data points, helping businesses improve customer experiences.
  • CX Benchmarking Tools
  • Customer Lifetime Value Analysis
  • Data Visualization Tools
Must predict customer behavior The platform should be able to predict customer behavior through advanced analytics, enabling proactive customer service and personalized marketing.
  • Customer Retention Analytics
  • Intent Data Integration
  • Propensity Modeling
Must provide deep insights and management of the customer journey The platform should offer tools to track and analyze the customer journey across various stages, providing insights for optimization.
  • Call Activity Capture
  • Email Activity Capture
  • Journey Analytics by Stage & Segment
  • Journey Version Control & Testing
  • Meeting Activity Capture
  • Next-Best-Action Recommendations
  • Visual Journey Builder with Branching Logic
Must provide robust workflow management for customer service management The platform should allow the automation of tasks, management of workflows, and seamless coordination among team members to improve productivity.
  • Automated Task Assignment
  • Workflow Triggers
  • Workload Balancing for Customer Service Teams
Must provide tools for customer sentiment analysis The platform should enable businesses to analyze customer sentiment through various data sources to improve service and engagement.
  • Feedback Collection
  • Social Media Monitoring
Must support a customizable user experience The platform should allow businesses to tailor the user interface and experience to meet their specific needs and branding requirements.
  • Customizable Reporting
  • Customizable User Roles
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