Successfully transitioned from manual, paper-based systems to a fully digital workflow
Home Services Provider specializes in energy, water, and air solutions.
Successfully transitioned from manual, paper-based systems to a fully digital workflow
Implemented a robust scheduling system, seamlessly integrating installations with available resources
Integrated Dialpad with Salesforce, establishing a dynamic outbound calling system to enhance the sales process
Leveraged Sales Enablement tools within Salesforce for refined management of the outbound sales cycle
Executive Sponsor
Industry
Products
Services
Challenges
The client grappled with critical inefficiencies that hindered their operational potential
Reliance on a cumbersome paper-based form system slowed operations and increased the risk of data inaccuracies
The previous service management software was underperforming and not delivering the expected value
Lack of an integrated platform for outbound calling led to significant gaps in their process
Results
To achieve a more effective business model and enhance customer satisfaction, Uptima deployed digitization solutions including Dialpad and Sales Enablement:
Undertook a digitization project to replace paper forms with digital processes
Integrated Dialpad with Salesforce to create a seamless outbound calling experience
Implemented Sales Enablement to optimize the management of outbound sales operations