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
Senior Vice President of Engineering & Operations
Sales Cloud, Zuora
Transformation & Implementation
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
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
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
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.