CPQ Success Part 1: 5 Critical Things for a Successful CPQ Transformation

  Do you want this CPQ project to be minimally disruptive? Then, you’re already preparing to fail. To be successful with CPQ (and Billing), you must come to the table […]

Revenue Forecasting, Reporting, Leakage and Churn (Office of the CFO Series, Part 5)

Throughout this series we have covered critical factors that enable the Office of the CFO including Sales & Financial Master, Data Readiness, Salesforce + ERP, SSP & the Sales Catalog […]

Manufacturing Cloud: Extending Sales Agreement Capabilities for Run Rate Business

  The management of run rate business forecasting is one of many challenges we see in manufacturing companies. Accurate forecasting can have a significant impact on your business, from volume […]

4 Tips for Successful Organizational Change Management:

Defining Change Management In the Salesforce ecosystem, there are a lot of deep discussions around how to make a solution work: What we want to happen behind the scenes How […]

Standalone Selling Price and the Product Catalog (Office of the CFO Series, Part 4)

    Standalone Selling Price. SSP. ASC 606. Standalone Selling Price. SSP. ASC 606. When speaking with clients, oftentimes these terms are seen by clients, especially financial stakeholders, as new, […]

Beyond the Kiosk: Experience Cloud Is for Connection

The Transformation of Self-Service Remember when ordering started to become self-service and even those of us in the technology industry were frustrated? Once when ordering ice cream sundaes for my […]

Our Favorites From Salesforce Manufacturing Cloud – Winter ‘22 Release

The Benefits of Partner Visit Management Salesforce Manufacturing Cloud – Winter ‘22 Release has one very exciting feature that may not have received enough attention! Manufacturing Cloud now supports “Partner […]

CLM for Med Device: Solving Industry Specific Challenges with DocuSign

    The Background The Medical device space provides us with a unique opportunity to explore solving industry specific challenges and the value DocuSign CLM can add to the organization. […]

Salesforce plus the ERP: In Perfect Harmony (Office of the CFO Series, Part 3)

    As discussed in our two previous posts in this education series, Salesforce can address and support key priorities that matter to CFO’s and Finance departments. The clear establishment […]

Data Readiness (Office of the CFO Series, Part 2)

    “Garbage in, garbage out” – George Fuechsel A lot of people use the term “garbage in, garbage out” without realizing that this was actually coined by George Fuechsel, […]

The Sales Master and the Financial Master: An Overview (Office of the CFO Series, Part 1)

    I say often “Revenue is king, margin is a measurement of health and disclosures are the devil in the details. Sales and Finance are equally accountable to the […]

Our new series, The Office of the CFO: Enabled through Salesforce

At Uptima, we believe in making things easier for ourselves, our customers, and our partners. It’s at the heart of every decision we make and every project we complete. We […]