Director of IT





Service Cloud

Field Service

B2B Commerce

Docusign CLM


Transformation & Implementation

Customer previously implemented  Field Service with a different company, but it was a failed implementation and was not working for them

Trainers had different specialties and some were traveling more than necessary. This was difficult for project managers to track and coordinate

Customer was hoping to automatically create quotes

Uptima streamlined service territories to optimize training assignments by location, skillset, and certifications

Simplified booking process for dispatcher, from a multi-source approach to a 4 click process

DocuSign implementation allowed for quote generation directly from opportunities, saving employee time and ensuring accuracy

Due to coming in under budget and ahead of schedule, case management was also implemented to improve customer inquiries to a group inbox

Browse More Uptima Case Studies

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