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 […]
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 […]
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 […]
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. 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, […]
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 […]
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 […]
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. […]
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 […]
“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, […]
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 […]
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 […]