Client:
Upland
Industry:
Computer Software
Challenges & Goals
As a company that has products for and broad experience with Salesforce, Upland needed an implementation partner who can:
- Offer exceptional knowledge of the Salesforce platform,
- Ensure seamless integration of the new B2B Commerce storefront with Upland’s complex IT ecosystem,
- Meet the high project management, communication, and knowledge transfer standards.
Upland was aiming to:
Enhance customer experience by setting up an online storefront for customers to purchase training courses and to complete and pay for their renewals
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
- Tailored registration flows for different customer groups.
- Personalized catalogs based on products purchased by a customer.
- Viewing, requesting changes, and paying quotes for product training.
- Automated tax calculation with Avalara.
- Credit card processing and payment routing with Stripe.
- Complex logic for internal order processing.
“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.”
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
- NetSuite ERP
- Avalara
- Stripe
- Commerce Cloud – B2B Commerce
- Sales Cloud
- Service Cloud
- Experience Cloud
- 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.
Delivered in 6 months
Improved access to product training for customers
Reduced efforts for order processing
Seamless integration with complex IT ecosystem
