Chief Executive Officer



Cloud Services


Sales Cloud


Transformation & Implementation

"Uptima are quote-to-cash domain experts and not just technical experts. Uptima helped us solve some unique requirements.

They are truly consultative in their recommendations, providing pros and cons of alternatives for addressing our requirements. Their professionalism, transparency, and responsiveness are second to none.”


Business Architect, 

Project & Program Management

There were not any capabilities around product selection and configuration

There was not an easy integration to Salesforce Sales Cloud

Sales reps were exclusively depending on the internal quoting team for quoting

With the lack of CPQ in place, customer experienced long approval cycles for quotes, due to manual and custom-built systems used for quote and order validation

Inadequate quoting and ordering processes for renewals and amendments based on existing assets and entitlements

Uptima introduced Guided Selling based on pre-configuration and bundling of products

Automatic quote and order validation with rule-base CPQ engine

Enabled renewals, swaps, upgrades, and cancellations based on assets & entitlements

Maped Sales Catalog and Product Configuration to Reseller's ordering system and to ERP (SAP)

Standardized business processes for a quote to order globally, supporting multi-currency and other localization requirements

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