Enterprise Heating, Ventilation & Air Company is a manufacturer of energy-efficient heating and air conditioning systems for the home.
Persisted the asset IDs quote lines through to a service flow
Simplified the quoting process
Decreased sales cycle time
EXECUTIVE SPONSOR
Executive Vice President, SAM
INDUSTRY
Manufacturing
CLOUDS
Salesforce CPQ
DocuSign CLM
SERVICES
Transformation & Implementation
Contract Lifecycle Management
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 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
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.
OUR SERVICES
Identify pivotal opportunities for growth
Train your teams on the new processes for a happier transition
Connect all Asset and Revenue platforms seamlessly
Connect your platforms and information systems
Continuous operational excellence no matter the challenge
OUR PLATFORMS
Drive data and efficiency with automation across the entire product-to-cash journey
Drive revenue for manufacturing with reduced operational costs and unified visibility.
Transform your field operations on the world's top service platform.
Do business faster with smart automation and template generation.
Drive operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform.