Enterprise Home Improvement Company provides high-quality renovations for different areas of your home.
Uptima gained trust as an expert advisor and helped customer maximize their Salesforce investment
Helped increase efficiency in the areas of time to schedule, routing, data management, and Asset tracking
EXECUTIVE SPONSOR
Chief Information Officer
INDUSTRY
Manufacturing
CLOUDS
Sales Cloud
Service Cloud
Field Service
SERVICES
Transformation & Implementation
Customer was using a home built custom field service solution and wanted to transfer to Salesforce Field Service
Current Service Solution had a high level of customization that was not scalable
Scaling their business required managing sales calls and service calls in one inefficient process
Designed a Field Service solution that was built using out-of-the-box functionality with minimal customization
Empowered all Field Sales/Service personnel with an Android/iOS tool for mobile workers
Used Crew Management and Enhanced Skill Management capabilities
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.