Streamlined quoting processes and calculations

Enterprise Software Company delivers mission-critical technology solutions at scale.

Service team can utilize available discounts and approvals quickly and accurately for consistent pricing

Clients enjoy a simplified product selection process and improved user interface

A central application makes maintaining existing and implementing future pricing options more effective

EXECUTIVE SPONSOR

VP Business Applications

INDUSTRY

Technology

CLOUDS

CPQ

SERVICES

Transformation & Implementation

Customer wanted to overcome scalability issues of existing CPQ system

Duplicative quoting systems, integrations, and processes were expensive

Midterm amendments were handled with hard-to-maintain custom code

Customer aimed to renew contracts using a multi-year uplift, renewing at the previous year's effective price plus uplift

They sought a process to track future options while continuing forecasting and reporting

Uptima unified sales and quoting by integrating Salesforce CPQ:

Established a consistent, streamlined quoting process across their lines

Enhanced sales with a simplified product selection page

Centralized price calculations in Salesforce CPQ for visibility and reporting

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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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