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Transformation & Implementation Services

Customer needed to migrate the entire org to lightning but had no business buy-in

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.

Uptima implemented Salesforce Lightning to bring all aspects of customers' business processes into one streamlined location

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

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.


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