Chief Operation Officer


Subscription Software


Experience Cloud


Advisory & Transformation

Product & Pricing was complicated due to dependency on the manual upload of Vendor quotes

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

Uptima made the following recommendations:

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

Browse More Uptima Case Studies

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