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

Chief Information Officer

INDUSTRY

Glass and Aluminum

CLOUDS

Field Service
CPQ
Service Cloud

SERVICES

Transformation & Implementation

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

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

Browse More Uptima Case Studies

Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.

See Our Approach