Used integration abilities & ERP knowledge to enable customer

Surgical Robotics Company develops medical solutions for better doctor-to-patient care.

Customer was contemplating if they needed an enterprise grade service solution at their size (startup)

Uptima gained Customer trust especially around our integration abilities and ERP knowledge

Uptima helped the project champion with the “internal sell” of the project to the executive team

Executive Sponsor

Vice President, Operations

Industry

Medical Device

Products

Service Cloud, Salesforce Field Service

Services

Transformation & Implementation

Challenges

Lacked operational efficiency and scalability due to manual processes and scheduling

No visibility into workload demand and resource allocation to support installs & remote guidance

No easy access into asset history for traceability and regulatory compliance

Billing and invoice tracking was manual and error-prone

Results

Uptima implemented Service Cloud and Field Service to meet customer’s requirements:

Uptima deployed Service Cloud, Field Service Lightning, and Knowledge

DellBoomi was used to integrate to QAD (ERP system)

Integration to Propel (Complaint handling system on Force.com)

"Uptima is world-class, and the collective experience they bring to the table is unparalleled in my experience.

Myriad experience managing implementation projects, EXTENSIVELY and CONSISTENTLY highly communicative, setting expectations early and often, treating the implementation, configuration, and ongoing project management as though it is their own business. Extremely responsive, flexible, and HONEST, a trait that is VALUED but rarely seen.”

Sr. Manager Customer Success and Sales Support

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