Drove process efficiency through digital transformation

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

Vice President, Operations

INDUSTRY

Home Services

CLOUDS

Dialpad

Sales Enablement

SERVICES

Transformation & Implementation

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

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

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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