VP Global Service


Medical Device




Transformation & Implementation 

Customer needed to overcoming fragmented operations, disparities, and legacy systems:

Fragmented processes across various departments led to operational inconsistencies

Region-specific field service processes created disparities in service delivery

Reliance on manual field service processes hindered inventory tracking and management

Resource utilization was suboptimal due to disjointed operational practices

Outdated legacy ERP system complicated workflow management

To enhance operational efficiency, Uptima implemented these key solutions:

Aligned field service processes to global standards, accommodating regional variances

Introduced streamlined Field and Depot Work Order Processes

Implemented a comprehensive inventory management system alongside Service Contracts and Preventive Maintenance programs

Transitioned core CRM processes from the legacy ERP to Salesforce and facilitated business transformation by implementing SAP

Integrated sales and service process handoffs within the Sales Cloud for seamless coordination

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