Vice President, Head of Digital Transformation


Publishing & Information Services



Sales Cloud, SAP



Transformation & Implementation

“Uptima are quote-to-cash domain experts and not just technical experts. Uptima helped us solve unique requirements such as combining contracts sourced and integrated from our SAP system.

They are truly consultative in their recommendations, providing pros and cons of alternatives for addressing our requirements.  Their professionalism, transparency, and responsiveness are second to none.”

Sr. Manager, Salesforce & Marketing 
Automation Operations

Customer was not achieving the revenue outcomes from services

The current CPQ & billing platform did not meet expectations, the customer desired a native Salesforce platform. 

While the customer's SAP system was the master for contracts,  they wanted to improve their customer experience by combining multiple renewals and amendments contracts into one 

Customer wanted to maximize their customer lifetime value by allowing different sales teams to sell various products to their customer base using the same CPQ & billing solution 

The pricing model followed complex scenarios that did not easily fit the Salesforce CPQ & Billing model.

Uptima's solution was to implement Salesforce CPQ to meet customer's requirements.

Provided dynamic filtering of product catalog that had 30k SKUs based on over 250 attribute permutations

Advanced pricing models were dynamically selected to allow for complex pricing scenarios.

Enhanced the contract and subscriptions object to allow for combining/splitting contracts.

Implemented industry best practices for document generation and approval 

Browse More Uptima Case Studies

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