EXECUTIVE SPONSOR

Executive Vice President, SAM

INDUSTRY

Manufacturing

CLOUDS

Salesforce CPQ

DocuSign CLM

SERVICES

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

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.

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OUR SERVICES

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OUR PLATFORMS

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