Senior Director, Business Systems Operations


Subscription Software


DocuSign CLM

DocuSign eSignature

Salesforce CPQ

Salesforce Billing


Transformation & Implementation 

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.”


Senior Director, Business Systems Operations

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

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

Browse More Uptima Case Studies

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