Engineering Cloud Company offers customers digital platform transformation by using different technology strategies.
Customer needed Master Data Management strategy and was unsure of where to begin their salesforce transformation.
Uptima performed business advisory for customer to discover the ideal process modernization
Improved Salesforce performance
Established a self-serve model for customers
Chief Operation Officer
Advisory & Transformation
Renewals required research of all previous purchases due to a lack of customer 360 view
Service quoting was a difficult and manual process. This lead to ⅓ of all booked deals requiring a change order
Automated the upload of vendor quotes and services estimates
Use of DocuSign to produce documents and work with the SOW for services being fed by the opportunity products
Creation of an object to house customer entitlements for easier ownership data and renewals
Improvements in Salesforce automation to reduce manual processes
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.