Enterprise Identity & Access Management Co. provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential.
Uptima gained the trust of the customer and was able to successfully convert their processes into Lightning
Increased user adoption in Salesforce
Broke down communication barriers between business practices
Increased access to functionality as Salesforce updates are solely on Lightning
EXECUTIVE SPONSOR
Vice President
INDUSTRY
Subscription Software
CLOUDS
Sales Cloud
Service Cloud
Salesforce CPQ
Salesforce Billing
Gov Cloud
SERVICES
Transformation & Implementation Services
Instead of a transformative change, they needed the migration broken into “trains” by business unit
Needed to learn how to plan for future features they were not utilizing yet
Each business unit was siloed from the other parts of the company, with minimal information shared between silos
Home-grown app functionality limited the full end-to-end business processes.
Performed A&D to create a strategy for product release Trains and best leverage tech for future use cases
Migrated from Classic to Lightning utilizing Salesforce best practice
Maintained custom functionality while upgrading efficiency and style to make it lightning ready
Organized actions to help employees streamline the record creation process
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.