Enhanced data accessibility and simplified user management

Industrial Equipment Company provides a comprehensive range of industrial equipment and doors.

Enabled sales reps to seamlessly access key data

Transitioned from fragmented systems to a unified digital platform

Facilitated a more dynamic and integrated approach to managing sales and service processes

Streamlined workflows and enhanced data accessibility

EXECUTIVE SPONSOR

President

INDUSTRY

Manufacturing

CLOUDS

Salesforce Experience Cloud

SERVICES

Transformation & Implementation

Customer's disconnected sales and service systems led to inefficiencies

Key records couldn’t be created and updated in real-time

Visibility of crucial data such as work orders was limited

Lack of effective communication tools resulted in internal coordination gaps

Uptima implemented Salesforce Experience Cloud to enhance operational efficiency and user experience:

Streamlined access to records through predefined list views

Automated work order notifications for efficient communication

Enhanced data security with customized sharing rules and field-level security

Improved reporting with tailored dashboards and field enhancements

Simplified user management by supporting multiple personas with a single profile

Upgraded UI/UX with a branded template and tailored object record pages

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