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
Chief Information Officer
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.
Drive data and efficiency with automation across the entire product-to-cash journey