EXECUTIVE SPONSOR

Chief Transformational Officer

INDUSTRY

Consumer Goods

CLOUDS

DocuSign CLM

DocuSign eSignature

SERVICES

Transformation & Implementation 

Customer desired a way to automate contracts to reduce manual efforts

Customer sought an accelerated DocuSign solution to get their contracts process improved quickly 

All historical contracts were in Sharepoint, and they needed them to be in one central location

Uptima implemented Quick-Start CLM package

Solutioned an end-to-end workflow, complete with agreement types and 4 user groups

Provided an upload form for contracts to be added to Customer’s system for contract review

Automated metadata mapping against legacy contracts uploaded into CLM

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.

OUR SERVICES

Identify pivotal opportunities for growth

Explore Strategic Advisory

OUR PLATFORMS

Drive data and efficiency with automation across the entire product-to-cash journey

Explore Salesforce Revenue Cloud