Principal and CEO




Salesforce CPQ

DocuSign eSignature

DocuSign CLM


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

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