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Got Questions?
Upland PSA Experts Can Help!


Join us once a month for Ask the Experts sessions to learn how you can manage profit margins from bid to close and deliver brilliant results for every client with Upland PSA.

These sessions are for you – our brilliant customer community! They’re designed to help you get more value out of the most basic and advanced features in Upland PSA.

Product experts will cover specific topics during each session, and then answer any questions you might have. All questions are welcome!

Details
Date | First Thursday of every month
Time | 8:00 AM PT | 11:00 AM ET

Upcoming topics
September: Resource Planning - Advanced
October: Upland Analytics - Advanced
November: Cost & Billing Rules - Basics
December: 2023 in Review


Frequently Asked Questions

Who should join Ask the Expert sessions?
These sessions are ideal for new and experienced administrators and software end-users who use Upland PSA on a regular basis.

When do the sessions take place?
The sessions take place online on the first Thursday of every month.

Why should I join?
These sessions will showcase best practices and help you learn tips and tricks on how to use Upland PSA. Plus, they’re a great way to connect with product experts and other customers.

How much do the Ask the Expert sessions cost?
Nothing, these sessions are FREE!

Love it, I’m all in! How do I sign up?
We’ve made it extremely easy to keep the sessions on your calendar for the entire year, all you have to do is:

  • Fill out the registration form
  • Download the calendar invite from the confirmation email
  • And voila! You’ll have every session in your calendar!

What if I only want to attend on a specific date?
No problem! We’d love to see you when you can. Keep the other sessions in your calendar so you can join another time.

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Meet our experts

Upland Software

Timothy
Ho

Implementation Consultant

Upland Software

Carolina
Lopes

Implementation Consultant

Upland Software

Mohamed
Emad

Implementation Consultant

We enjoy using the solution from InGenius and all of our users find it very easy to use. We get great insights from the dashboards and panels we have built, and when we needed support it is always there. Highly recommended.

Joe Gleason

Operations Manager, Specalised Training Services Limited

Headline goes here, short wins.

You can’t manage what you don’t measure. Average handle time, first call resolution, and Net Promoter Score are just some of the metrics effective contact centers require. You need advanced tools to help your agents and insights into your customers’ interactions to make intelligent operational decisions.

  • Reduce clicks for your agents
  • Automate call logs
  • Easily report on call data
  • Enable fast agent adoption

InGenius has helped companies reduce call handling time by 1 minute per call, increase case handling capacity by 50%, and improve Net Promoter Score by 20%

Your headline goes here, keep it short and snappy. Max four lines.

InGenius connects phone systems to CRMs for significant time savings.