Transforming Customer Learning: The LearnUpon and Planhat Alliance

Shaping Customer Learning: LearnUpon and Planhat Join Forces

LearnUpon, a leading Learning Management System (LMS), and Planhat, a customer platform built to manage the full lifecycle, have formed a strategic partnership. Their shared goal: make customer education a core part of the customer experience, not an afterthought. Together, they’re aligning education data with customer data so teams can onboard faster, drive adoption, improve retention, and support customer growth with far less guesswork.

The collaboration brings education and customer success closer, giving teams a clearer line of sight from learning activity to business outcomes. When training gets tied to real usage and real goals, it stops being a side program and starts being a lever for outcomes customers can feel.

Building a Stronger Customer Experience Ecosystem

Why the Integration Matters

At the heart of the alliance is a tight integration between the two products. Data can move cleanly between LearnUpon and Planhat, allowing companies to automate the delivery of the right course, lesson, or certification at the right moment in the customer journey. A new admin joins an account? Enroll them. A power user unlocks advanced features? Offer a certification track. An account risks churn? Surface refresher training that closes gaps. In today’s competitive markets, that kind of precision isn’t a luxury—it’s table stakes.

This connectivity does more than save time. It creates a single view of how education influences engagement, health, and goals. With fewer silos, teams can coordinate actions—assign training, nudge learners, and measure impact—without juggling multiple systems or manual processes.

Centered on Customer Success

Leaders on What Changes Now

Brendan Noud, the CEO and co-founder of LearnUpon, expressed enthusiasm for the partnership, stating, “LearnUpon and Planhat are two solutions that are deeply invested in elevating the customer experience.” He underscored how combining forces gives teams visibility into the journey and access to new tools that help customers hit their targets more consistently and more quickly. In practice, that means connecting learning progress with milestones that matter—adoption, expansion, renewal—and acting on it.

For customer success leaders, this brings education and outcomes into the same conversation. Instead of asking if customers completed training, they can ask the question that really counts: did the training help them achieve what they came to do?

Meeting the Rising Demand for Customer Education

The timing is right. Organizations across industries are elevating customer education as a strategic priority, not just a support function. As products become more capable, customers need clearer paths to proficiency. Training isn’t simply a way to teach features; it’s how teams help customers realize value sooner, with fewer escalations and less confusion.

Insights from recent studies highlight that a considerable percentage of education leaders are focusing on customer retention, making educational initiatives more vital for businesses aiming for long-term success. In many programs, learning leaders are now treating retention as a key performance indicator for training itself. The LearnUpon–Planhat partnership meets that moment with tooling that links training activity to health signals, so companies can focus on the parts of education that actually move the needle for customers.

Turning Education Into Measurable Outcomes

Evidence From the Field

Chris Regester, CCO at Planhat, noted that long-term customer management is about enabling customers to achieve their goals. “Since rolling out our education programs, we've seen that customers utilizing our Power User Certification reached 40% more of their objectives than before,” stated Regester. That result points to a simple truth: when customers understand a product deeply, they reach their outcomes more reliably. By pairing Planhat’s lifecycle view with LearnUpon’s education engine, the expectation is straightforward—make it easier for more customers to get there.

Behind the scenes, that looks like fewer blockers, smoother handoffs, and training that adapts as needs change. Early onboarding content gives way to advanced paths. Certifications signal readiness. And customer teams can see, in one place, how learning progress tracks with adoption and value.

Products Built to Elevate Customer Learning

The announcement follows the recent launch of LearnUpon’s dedicated customer education product, LearnUpon Anywhere, alongside enhancements to Planhat’s next-generation CRM. Together, they aim to meet customers where they are—within the tools they already use—and keep learning embedded in the daily workflow. That continuity matters at every stage of the lifecycle: onboarding sets the foundation, adoption deepens expertise, and renewal ties back to verified proficiency.

For companies, the result is a practical toolkit. Create programs customers want to complete. Automate delivery based on real account events. Track progress with context. Then use those insights to refine what comes next. It’s a loop, not a one-off.

About LearnUpon

LearnUpon delivers online learning solutions for employees, customers, and partners. The focus is simple, learner-first experiences backed by results-driven support. With purpose-built resources for customer education, LearnUpon helps organizations turn training into measurable gains in performance, retention, and growth.

About Planhat

Planhat is a next-generation platform for managing enduring customer relationships. Teams across departments use it to act on customer data, coordinate processes, and grow lifetime value. Built with a remote-first mindset and continuously innovating since 2015, Planhat gives companies the flexibility to design workflows that meet customers where they are and evolve as needs change.

Frequently Asked Questions

What does this partnership change for customer-facing teams?

It brings learning and lifecycle data together. Teams can automate training at key moments, see how education affects adoption and health, and refine programs based on outcomes instead of assumptions.

Who stands to benefit the most from the integration?

Customer success, enablement, and operations teams, along with the customers they serve. Customers get timely, relevant training; internal teams get clearer visibility and fewer manual steps.

How does the integration support onboarding, adoption, and retention?

By aligning training with journey stages. New users can be enrolled automatically, advanced users can pursue certifications, and at-risk accounts can receive targeted refreshers that address specific gaps.

What kinds of tools will be available through the collaboration?

Tools that connect education to the customer journey: automated learning delivery, program management, progress tracking, and insights that help teams match training to goals.

How should companies measure the impact of customer education?

Track learning activity alongside business outcomes—time to first value, feature adoption, goal completion, and renewal indicators—so training is judged by the results it helps create.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

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