Cloud-Based Software Provider that supplies their software to several organizations. This software helps organizations grow and achieve their goals.
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
Senior Director, Business Systems Operations
INDUSTRY
Subscription Software
CLOUDS
DocuSign CLM
DocuSign eSignature
Salesforce CPQ
Salesforce Billing
SERVICES
Transformation & Implementation
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.”
Senior Director, Business Systems Operations
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
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
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.
OUR SERVICES
Identify pivotal opportunities for growth
Train your teams on the new processes for a happier transition
Connect all Asset and Revenue platforms seamlessly
Connect your platforms and information systems
Continuous operational excellence no matter the challenge
OUR PLATFORMS
Drive data and efficiency with automation across the entire product-to-cash journey
Drive revenue for manufacturing with reduced operational costs and unified visibility.
Transform your field operations on the world's top service platform.
Do business faster with smart automation and template generation.
Drive operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform.