VP, General Manager Supply Chain & Service Ops


Eye Care



Service Cloud

Field Service Lightning

ServiceMax Asset 360


Transformation & Implementation 

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

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

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.


Identify pivotal opportunities for growth

Explore Strategic Advisory


Drive data and efficiency with automation across the entire product-to-cash journey

Explore Salesforce Revenue Cloud