Customized learning to get every team member up and running quickly.

It’s human nature to ignore what we don’t know how to use and embrace what we feel comfortable using. To ensure a high degree of adoption for Upland Software applications, our Customer Success Services team has designed comprehensive education and training options to meet the specific needs of your organization and users.

Upland University

Upland University is our online Learning Management System (LMS) that lets you and your team members learn at your own pace and convenience. Upland University includes:

  • Access to user and admin guides
  • Role-based learning paths
  • On-demand videos
  • Practice labs
  • Exams/Certificates
  • PDU credit for PMI eligible courses
  • Instructor-led Q&A sessions
  • Transcripts of courses completed

Classroom Training

Classroom training is one of the most effective approaches for increasing user adoption and your ROI. Certified training is delivered when and where you want it – onsite at your location, at an Upland office or at another location of your choice. We accommodate up to eight students per class, and provide online and downloadable user guides.

Web-Based Training

Web-based training is a cost effective option for distributed organizations with users in multiple locations. We conduct the training as a webinar in either a presentation “demo” format or a hands-on, “simulated classroom” experience. Online and downloadable user guides are provided.

Administrator/Technical Boot Camps

Administrator/Technical boot camps are designed for administrators and partners who want in-depth understanding and working knowledge of how to configure and administer their Upland application(s). Boot camps are held on-location and consist of workshops, product demos, success stories, practice labs and Q&A sessions.

Train-the-Trainer Workshops

Train-the-trainer workshops are geared toward individual users who will serve as Upland instructors within their organizations. Each workshop includes hands-on practical experience, class examples and exercises, best practices and techniques for effective training.

One-on-One Coaching Sessions

One-on-one coaching sessions let you tailor information specific to your needs. The sessions are delivered via the web between an Upland instructor and individual user, and can focus around specific training topics and/or product configurations.

Online User Guides

Online user guides for Upland applications give you the ability to customize your own training documentation. User guides are available to export into editable formats.

Live Web-Based Training Recordings

Live web-based training recordings are ideal for attendees to review sessions, while non-attendees have instant, on-demand access to original sessions. We record the web-based training and make it available to you for online viewing or as a file for internal use.