VP, Service Operations 


Medical Device


Field Service

Service Cloud

Sales Cloud

ServiceMax Asset 360


Transformation & Implementation

Customer was relying on a 20-year-old code-based system that was increasingly inflexible and incapable of scaling with the evolving business needs

The legacy solution required mandatory upgrade

Outdated processes created an urgent need to innovate and gain a competitive edge

Uptima optimized operations using Salesforce Field Service, Service Cloud, Sales Cloud, and ServiceMax Asset 360:

Transitioned to Salesforce Field Service, introducing more flexibility and scalability to their service operations

Adopted Service Cloud to modernize their call center, and provided a robust mobile solution for all field service technicians

Implemented Sales Cloud and ServiceMax Asset 360, allowing sales, service, and operations to collaborate seamlessly within one unified Salesforce system

Browse More Uptima Case Studies

Everything To Revenue™

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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.


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