Electrical Engineering


Salesforce Field Service

ServiceMax Asset 360


Design, Implementation, and Organizational Change Management

Customer struggled with disjointed service processes across various departments and products, with regional variations causing inefficiencies

Manual field service processes made tracking inventory and service calls difficult

Customer and employee resources were used inefficiently

Operational vulnerabilities created risk of asset and service revenue leakage

Uptima implemented Salesforce Field Service and ServiceMax Asset 360 to meet the client’s unique needs:

Rolled out Salesforce Field Service enterprise-wide, integrating Field Service mobile application for enhanced mobility

Deployed ServiceMax Asset 360 for robust asset management

Ensured smooth transitions through Organizational Change Management, including structured communication and training plans

Optimized scheduling through territory management and implemented mobile field service functionality for on-the-go access

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.


Identify pivotal opportunities for growth

Explore Strategic Advisory


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

Explore Salesforce Revenue Cloud