Upland Software makes it easier to provide customers with product training Forte Group
Upland Software makes it easier to provide customers with product training

Upland Software makes it easier to provide customers with product training

Upland Software makes it easier to provide customers with product training

Upland Software helps global organizations accelerate digital transformation and solve for unique business challenges found within the enterprise with a powerful cloud software library of 30+ specialized products.

Industry

Computer
software

Website

Texas, USA

Employees

1,000+

Founded

2010

Challenges & Goals

As a company that has products for and broad experience with Salesforce, Upland needed an implementation partner who can:

Upland Software makes it easier to provide customers with product training

Offer exceptional knowledge of the Salesforce platform,

Upland Software makes it easier to provide customers with product training

Ensure seamless integration of the new B2B Commerce storefront with Upland’s complex IT ecosystem,

Upland Software makes it easier to provide customers with product training

Meet the high project management, communication,
and knowledge transfer standards.

Upland was aiming to:

Upland Software makes it easier to provide customers with product training

Enhance customer experience by setting up an online storefront for customers to purchase training courses and to complete and pay for their renewals

Upland Software makes it easier to provide customers with product training

Streamline internal operations for order
and payment processing

Solution

Upland partnered with Forte for Salesforce Commerce implementation in this project. Working together, our teams built a brand-new B2B storefront where customers can purchase training courses for select Upland products.

Key features

Upland Software makes it easier to provide customers with product training

Tailored registration flows for different customer groups.

Upland Software makes it easier to provide customers with product training

Personalized catalogs based on products purchased by a customer.

Upland Software makes it easier to provide customers with product training

Viewing, requesting changes, and paying quotes for product training.

Upland Software makes it easier to provide customers with product training

Automated tax calculation with Avalara.

Upland Software makes it easier to provide customers with product training

Credit card processing and payment routing with Stripe.

Upland Software makes it easier to provide customers with product training

Complex logic for internal order processing.

Upland Software makes it easier to provide customers with product training

“The Forte team is always on top of things and are genuine experts in building an e-commerce platform. I am impressed by the quality and reliability of their work. Their knowledge and talent have far exceeded my expectations.”

Upland Software makes it easier to provide customers with product training

Varun Swarup Mathur

Director, Business Systems Analysis, Upland Software

Integration with existing IT systems

The store is flawlessly connected to a complex ecosystem incl. Salesforce (Sales Cloud, CPQ) and non-Salesforce apps, and supports Upland’s existing business processes.

Detailed knowledge transfer

Forte provided a broad-scope knowledge transfer for Upland team to ensure a confident understanding of how to manage the storefront and how it is built from a technical standpoint.

What we did

Forte set up a B2B Commerce portal for Upland where their corporate customers can find and pay for product-specific training services.

Powered by

Salesforce

Launched in

2022

View live

Upland Software

Integrations

Third-party products

Upland Software makes it easier to provide customers with product training

NetSuite ERP

Upland Software makes it easier to provide customers with product training

Avalara

Upland Software makes it easier to provide customers with product training

Stripe

Third-party products

Upland Software makes it easier to provide customers with product training

Commerce Cloud – B2B Commerce

Upland Software makes it easier to provide customers with product training

Sales Cloud

Upland Software makes it easier to provide customers with product training

Service Cloud

Upland Software makes it easier to provide customers with product training

Experience Cloud

Upland Software makes it easier to provide customers with product training

CPQ

Results

In just six months’ time, we’ve launched the new B2B Commerce portal where Upland customers can purchase training courses for select products. The storefront integrates seamlessly with business management and finance systems, making it easy to handle order and payment processing. The collaboration goes on, Upland uses our post-launch support service to add updates and enhancements to the system.

Upland Software makes it easier to provide customers with product training

Delivered in 6 months

Upland Software makes it easier to provide customers with product training

Improved access to product training
for customers

Upland Software makes it easier to provide customers with product training

Reduced efforts for order processing

Upland Software makes it easier to provide customers with product training

Seamless integration with complex
IT ecosystem

Consider Forte Group your trusted digital commerce partner

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Upland Software makes it easier to provide customers with product training
Upland Software makes it easier to provide customers with product training

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Upland Software makes it easier to provide customers with product training
Upland Software makes it easier to provide customers with product training

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