Revolutionized operations by unifying systems
Architectural Glass and Aluminum Company delivers innovative design and installation services.
Transitioned from six disparate applications to a unified Salesforce-based workflow
Reduced risk of errors and improved team communication
Achieved a smoother quoting process
Centralized project management
Executed a parallel Certinia implementation
Executive Sponsor
Industry
Products
Services
Challenges
Customer's operations were hampered by the use of multiple, uncoordinated systems
Inefficiencies from employees navigating between six different applications
Fragmented tasks across estimating, bid management, project management, service delivery, billing, and invoicing
Increased risk of errors and miscommunication across teams due to disjointed workflows
Results
Uptima addressed these issues with a strategic integration of Salesforce's Field Service, CPQ, and Service Cloud:
Streamlined the overall process flow by moving to a more integrated system approach, reducing the need to swivel between applications
Enhanced backend integration, connecting quoting and project management with ERP and timekeeping systems, facilitating seamless operations
Centralized the quoting and billing process by integrating Salesforce with SyteLine for a streamlined operation