Executive Vice President, SAM




Salesforce CPQ

DocuSign CLM


Transformation & Implementation 

Contract Lifecycle Management

Customer suffered from operational efficiency and scalability in their systems. They had no clear way into asset history for traceability and regulatory compliance

Customer wanted visibility into cost and pricing to support service agreements and repair quotes

Associating assets to service jobs was difficult

Needed integrations to external systems to automate order flows

Uptima implemented Salesforce CPQ and CLM to transform their quoting process

Uptima deployed CPQ, DocuSign CLM

DellBoomi was used to integrate to Astea & Oracle 

Automated service agreement templates

Utilized DocuSign e-Signature

Gave sales reps control of cost plus margin pricing

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