VP, Information Technology


Commercial Business Services


Sales Cloud

Service Cloud



Transformation & Implementation 

Customer faced the challenge of disparate and non-integrated systems for managing leads, accounts, and opportunities, leading to inefficiencies and communication breakdowns within the Manufacturing Sales business unit

The existing systems lacked clarity between Leads and Opportunities, with minimal data points collected and no established KPIs or metrics around Lead conversion, resulting in cumbersome and manual processes

The company was on a quest for digital transformation with the aim to standardize and consolidate business processes across various units, improve customer experiences by achieving a 360-degree view, and enhance forecasting, reporting, and visibility for management

Uptima executed a custom solution employing Salesforce Sales Cloud, Salesforce Service Cloud, and HubSpot to meet the customer’s needs:

Developed a unified lead management system, distinguishing between leads and opportunities, and enhancing the conversion process

Implemented Salesforce as the System of Record (SOR) for accounts, streamlining account setup and ensuring data synchronization across ERPs

Introduced systematic opportunity tracking and incorporated the Richardson Sales Methodology for improved sales processes and accurate linkage to procurement orders

Facilitated the initial phase of digital transformation in the Manufacturing Sales business unit, setting the foundation for elevated customer experiences

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