Enhanced system efficiency and quoting processes

Data Protection Company specializes in advanced data backup and recovery, cloud and infrastructure management, retention, and compliance.

Unified the use of Salesforce CPQ across multiple product lines, ensuring consistency in the quoting process

Reduced the reliance on multiple quoting tools, streamlining operations and increasing overall efficiency

Set a foundation for further integration of renewals and other functionalities

Achieved a more effective operational performance by aligning with Salesforce best practices

EXECUTIVE SPONSOR

Senior Director

INDUSTRY

Technology

CLOUDS

CPQ

SERVICES

Transformation & Implementation

Customer was using two different quoting tools across their operations

Their initial implementation of Salesforce CPQ was limited to one product line

They needed to integrate another product line into Salesforce CPQ without completely replacing their existing legacy quoting system

Uptima enhanced sales and quoting process by integrating an additional product line into Salesforce CPQ:

Expanded Salesforce CPQ to include a new product line, aligning with their broader product strategy

Implemented additional Salesforce CPQ features, building on the foundation established in the initial rollout

Prepared for future integration phases, aiming to include renewals and other key functionalities in Salesforce CPQ

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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.

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