Salesforce Experience Cloud


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

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