Driving Sales Efficiency with Self-Service and Automation

Varun Mathur
March 7, 2025
2 min

Challenge

Upland Software was aiming to: enhance their customer experience by setting up an online storefront for customers to purchase training courses, and to complete and pay for their renewals. They also wanted to streamline their internal operations for order and payment processing.

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.

Solution

Upland partnered with forténext 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 payments routing with Stripe.
  • Complex logic for internal order processing.

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

forténext 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.

Results & added value

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
  • Reduced efforts for order processing
  • Improved access to product training for customers
  • Seamless integration with complex IT ecosystem

Feedback

“forténext is always on top of things and are genuinely experts in building an eCommerce platform. I am impressed by the quality and reliability of their work. Their knowledge and talent have far exceeded my expectations.” - Varun Mathur, Director, Business Systems Analysis, Upland Software
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