Created a combined solution for quoting, contracting, amending and renewing customer's products in a brand new go-to-market strategy.

Software Solutions provides application acceleration and network optimization solutions.

Uptima gained customer’s trust as an expert advisor and successfully transformed the entire business process

Improved the visibility and accuracy of the pipeline to all management levels

Allowed for global teams to uniformly quote in adherence to executive guidelines

EXECUTIVE SPONSOR

Senior Vice President of Engineering & Operations

INDUSTRY

Technology

Cloud Services

CLOUDS

Salesforce CPQ

Sales Cloud, Zuora

Netsuite

SERVICES

Transformation & Implementation

“Uptima team has been proactive and diligent in delivering our CPQ solution.

Their work deliverables were well received by Business and Technology teams and gave us an edge to sell new Smart Services offerings.

I’m very pleased with the Uptima leadership team, especially their professionalism, transparency, and responsiveness.

Head of Business Information Systems

Customer was undergoing a growth-induced transition, through which the product’s structure and go to market were being transformed

Along with this effort, additional focus was placed on the renewals processes and the establishment of a robust install base repository

The solution allowed for the culmination of these while freeing the sales operations and legal teams by empowering the salesperson to act independently while being governed by rules and approval processes

Uptima implemented Salesforce CPQ to meet customer’s requirements:

The introduction of a highly guided packaged offering utilized the full capabilities of Salesforce CPQ product rules to minimize error rate and time to quote.

Quick and simple creation of Sales Order Forms that accurately represented the quote and conditions associated with it

Proactive automated renewal opportunity and quote creation process

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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.

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