Chief Information Officer


Glass and Aluminum


Field Service
Service Cloud


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

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