Uptima Customer Success Stories

Case Studies

Architectural Glass & Aluminum Company

Revolutionized operations by unifying systems

Salesforce CPQ, Salesforce Field Service, Service Cloud

Commercial Business Services

Design, Build, & Maintenance Solutions Company

Streamlined 3 different business processes into 1 to unify fragmented departments, giving visibility to all key stakeholders

Service Cloud, Salesforce Field Service, ServiceMax Asset 360

Commercial Business Services

Enterprise Home Improvement Company

Increased efficiency for time to schedule, routing, data management, and Asset tracking

Sales Cloud, Service Cloud, Salesforce Field Service

Commercial Business Services

Surgical Robotics Company

Used integration abilities & ERP knowledge to enable customer

Service Cloud, Salesforce Field Service

Agriculture & Growth Company

Streamlined and simplified quote output

DocuSign CLM. Salesforce Billing

Premium Beauty Brands Company

Visibility into in progress contracts and their status allows for improved communication across teams

DocuSign CLM, DocuSign eSignature

Retail Consumer Goods

International Elevator Company

Implemented Salesforce Service Cloud for clearer communication among customers and field technicians

Service Cloud, Salesforce Field Service

Global Hardware & Software Solutions Provider

Flexibility and fast around time for all deliverables required by customer during the sales cycle

Service Cloud, Field Service

Welding, Safety, Medical & Gas Supplier Company

Reduced manual work through automated processes with Docusign CLM

Service Cloud,Salesforce Field Service

Online Protection Company

Increased cross-sell and upsell opportunities

(Apttus) CPQ, Sales Cloud

Subscription Software

Healthcare Manufacturer Solutions

Reduced asset & service revenue leakage

Safety Education Consulting Firm

Optimized schedules, reducing travel time, and associated costs for trainers

Service Cloud, Field Service, ServiceMax Asset 360

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