Fuel Solutions Company helps provide cleaner fuel solutions for commercial vehicles.
Uptima was introduced to help customer with an internal strategic initiative to implement Salesforce
2 weeks from introduction to SOW Execution based on our accelerated CPQ scoping framework
8 weeks engagement at Fixed Price and Fixed easy-to-execute 6 pages SOW
INDUSTRY
Manufacturing
CLOUDS
DocuSign CLM
DocuSign eSignature
Salesforce CPQ
Salesforce Billing
SERVICES
Transformation & Implementation
The feedback from them was that they were extremely impressed by their knowledge, thoroughness, and professionalism. They are certainly my go-to CPQ partner!"
Account Executive,
Mid-Commercial Manufacturing West
Limited and outdated business process for product selection and configuration, pricing and approvals, and quoting
Salesforce was purchased almost 18 months ago but used only as a contacts database
Introduced basic opportunity management
Users are now able to select, price, approve and quote products
Guided Selling ensured all products were included
Improved the approval process for discounting
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.
OUR SERVICES
Identify pivotal opportunities for growth
Train your teams on the new processes for a happier transition
Connect all Asset and Revenue platforms seamlessly
Connect your platforms and information systems
Continuous operational excellence no matter the challenge
OUR PLATFORMS
Drive data and efficiency with automation across the entire product-to-cash journey
Drive revenue for manufacturing with reduced operational costs and unified visibility.
Transform your field operations on the world's top service platform.
Do business faster with smart automation and template generation.
Drive operational efficiency, asset uptime, and customer satisfaction with a 360-degree view of assets on the world’s #1 CRM platform.