Automated agreement generation and signing
Senior Director, Business Systems Operations
Customer merged two business units from two organizations into one
Multiple sales processes were streamlined into one, so sales teams could co-sell the different brands seamlessly and effectively
Automated agreement generation and signing to make processes easier
Centralized agreement repository to give customer consistency
Executive Sponsor
Industry
Products
Services
Challenges
Customer wanted a streamlined, end-to-end service and sales solution to automate processes and increase efficiency
Customer growth model was one of Growth through Acquisition
Customer was composed of several entities. Consequently, there was a lack of standardization across quoting outputs and back-end integrations
This resulted in differing operating strategies, misaligned business practices, and decentralized management
Results
The customer was challenged with managing their existing Salesforce strategy to support their growth and scale.
Successfully merged 7 independent organizations into a consolidated one with aligned business practices
Uptima assisted in designing and delivering a successful go-forward M&A Salesforce Strategy creating ease of onboarding of acquisitions
Uptima allowed the legal to manage all contract requests from a single location with full visibility into contract statuses
Integration of DocuSign with Salesforce to allow for a seamless process
“I have had the pleasure of working with Uptima on several CPQ and CLM implementations in my roles with two separate companies.
I am continually impressed with their deep domain experience and thought leadership in the Salesforce revenue management space.
It is easy to work with Uptima because of their frank and practical nature combined with a customer and best practice-centric approach.”