Technology & Data Solutions Provider offers professionals safety and administrative services across the country.
Successfully replaced Apttus CPQ with Salesforce CPQ
Allowed for global teams to uniformly quote in adherence to executive guidelines.
Improved visibility and accuracy of the pipeline to all management levels
Director of Business Operations
DocuSign Doc Gen
Transformation & Implementation
If any issues arose, Uptima was out front of it and communicated with us very early on while engaging our steering committee for collaborative smooth resolution.”
Director, Pricing Strategy
This effort included a significant amount of transformation as different business units realign their products and selling processes to create a unified sales experience across the organization.
Uptima needed to assure that quotes were accurate and achieved a certain level of approvals while accelerating the quotation process
Consolidated all sales quoting to a single platform while replacing legacy quoting applications and numerous spreadsheet quotation tools
Simplified and standardized their product offerings making them easier to sell
Integrated with existing back office solutions
Implemented a highly guided selling experience for their subscription offerings
Proactive and 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.