Boosted efficiency and drastically reduced time with applied AI

Safety Consulting Firm helps companies develop, implement, and maintain safety programs.

Enhanced visibility by increasing awareness of customer agreements, enabling better informed actions

Improved ability to tailor services to specific customer needs

Amplified the quality and integrity of data, ensuring diligent follow-ups

EXECUTIVE SPONSOR

Vice President, Operations

INDUSTRY

Manufacturing

Consulting

CLOUDS

Elevate GenAI

Service Cloud

Field Service

SERVICES

Transformation & Implementation

Project Coordinators spent countless hours digging through customer notes, activities, documents, and correspondence

Risked overlooking critical client obligations

Customer sought to strengthen their client relationships

Uptima streamlined the customer's operations using Elevate GenAI:

Summarized all client data in one unified location with a single click

Offered comprehensive outlines of account details, enabling consultants to better engage with customers

Provided a clear view of specific customer actions for timely follow-ups

Enabled key users to prompt queries about an account directly through the Elevate GenAI interface

Granted select users the capability to view a comprehensive company summary

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.

See Our Approach