Safety Education Consulting Firm focuses on keeping employees safe on the job.
Customer contemplated if Field Service was the right solution for their needs. Uptima helped customer make use of their Salesforce investment:
Reduced manual work and email searching through automated processes with DocGen
Optimized schedules while reducing travel time for trainers and associated costs
Case management allowed for levels of escalation for unanswered questions, improving workload accountability and customer satisfaction
Business Systems Operations
Transformation & Implementation
We are very, very excited to reduce our massive daily e-mail intake. It would not be without their guidance that we would be able to greatly reduce our admin time by simplifying processes and removing duplicated efforts. I highly recommend Uptima!”
Director of Sales
The customer previously implemented Field Service with a different company, but it was a failed implementation
Trainers had different specialties and some were traveling far more than necessary. This was difficult for project managers to track and coordinate.
The field Service team was using three siloed systems for communication, but this was confusing and difficult to track
Customer wanted a process that automatically created quote documents
Streamlined service territories to optimize training assignments by location, skillset, and certifications
Simplified the booking process for dispatch from a multi-source approach to a 4-click process
DocuSign implementation allowed for quote generation directly from opportunities, saving employee time and ensuring accuracy
Due to coming in under budget and ahead of schedule, case management was also implemented to improve customer inquiries to a group inbox
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.
Drive data and efficiency with automation across the entire product-to-cash journey