EXECUTIVE SPONSOR

Principal and CEO

INDUSTRY

Technology

CLOUDS

Salesforce CPQ

DocuSign eSignature

DocuSign CLM

SERVICES

Transformation & Implementation 

Customer needed to streamline and automate not only their pipeline, but contracting, quoting, ordering, and billing processes as well

Customer previously engaged a competitor as the delivery partner, but the process was unsuccessful

Customer was looking to  improve the user experience

Wanted to maximize their revenue with faster quote generation and sales agreement automation

Uptima implemented Salesforce CPQ and DocuSign eSignature to meet back-office order management needs

Standard Sales Cloud for Opportunity management with proper security settings

Client defined a list price for all products with amendment and renewal capabilities

Standardized and automated discount approvals

Order information integration to customer’s order management system via Dell Boomi

Automated quote output generation and signature process

Browse More Uptima Case Studies

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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OUR SERVICES

Identify pivotal opportunities for growth

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OUR PLATFORMS

Drive data and efficiency with automation across the entire product-to-cash journey

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