Enhanced operational efficiency in service delivery

Eye Care Solutions Provider offers a comprehensive range of advanced eye care instruments and expert services.

Saved over $2 million per year through the implementation of a loaner/consignment solution

Enhanced efficiency and accuracy in quoting processes, reducing time consumption

Streamlined support processes through best practice setups, improving communication and task progression

Upgraded to a scalable system, replacing the outdated SAP system

Executive Sponsor

VP, General Manager Supply Chain & Service Ops

Industry

Medical Device

Products

Salesforce, Service Cloud, Field Service Lightning, ServiceMax Asset 360

Services

Transformation & Implementation

Challenges

Customer was dealing with cumbersome and time-consuming manual quoting processes, leading to inefficiencies

Support processes were dependent on multiple individuals remembering to communicate and take the next steps, making them unreliable

The existing SAP system had reached its limits and was no longer scalable to meet the growing needs of the business

Activities were not being systematically logged into records, and parts shipments were occurring without proper tracking, resulting in operational gaps

Results

To solve the customer’s unique obstacles, Uptima deployed Salesforce Service Cloud, Salesforce Field Service, and ServiceMax Asset 360:

Streamlined business process management and support processes

Enhanced asset management and tracking

Established best practice support setup to optimize communication and task progression

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