VP, IT Enterprise Systems




Salesforce CPQ

Sales Cloud


Transformation & Implementation

Customer faced a myriad of challenges that hindered the optimal use of CPQ and necessitated extensive manual intervention 

Existing processes and use cases pushed the boundaries of CPQ’s inherent functionality

The customization of APEX solutions hindered the full utilization of native CPQ functionalities

Several pricing, quoting, and contractual model use cases weren’t supported by CPQ’s native solutions, demanding additional manual efforts

The previously existing custom integration with Stripe was not adequately addressing these challenges

Uptima implemented a suite of solutions to target and resolve the customer’s challenges and optimize the end user’s experience:

Simplified the end user quoting process for diverse use cases, significantly reducing manual work and optimizing efficiency

Advocated a return to CPQ’s out-of-the-box functionality wherever possible, aligning with Salesforce’s best practices

Worked closely with the client to adapt and satisfy the company’s specific usage of CPQ

Served as a mediator to align the client with Salesforce best practices, ensuring the most effective strategies were employed

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