Helped automate the quoting process

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

"Uptima is a great partner. They were fantastic during the scoping process for CPQ for one of my customers.

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

Manual quoting was based on Excel and paperwork

Limited and outdated business process for product selection and configuration, pricing and approvals, and quoting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

Uptima implemented Salesforce CPQ to meet ME requirements

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

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.

See Our Approach