Chief Information Officer




Sales Cloud

Service Cloud

Field Service


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

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