Sales Cloud

Service Cloud

Revenue Cloud

Government Cloud


Transformation & Implementation 

Customer needed to migrate entire org to Lightning, but had no business buy-in

Instead of a transformative change, they needed the migration broken into trains by business unit

They needed to learn how to plan for future features they aren’t utilizing yet

Each business unit was siloed with minimal information sharing

Homegrown app functionality limited the full end-to-end business processes

Uptima implemented Salesforce Lightning to bring all aspects of the business processes into one, streamlined location:

Performed A&D to create strategy for product release trains and best leverage tech for future use cases

Migrated from Classic to Lightning, utilizing Salesforce best practices

Maintained custom functionality while upgrading efficiency and style to make it Lightning-ready

Organized actions to help employees streamline record-creation process

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