Helped improve cross-functional collaboration

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 wanted to transform their current field service solution

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

Uptima implemented Salesforce Field Service to meet customer requirements:

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

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.

See Our Approach