Combined Salesforce Field Service with DocuSign Doc Gen to reduce manual workload & increase customer satisfaction

Welding, Safety, Medical & Gas Supplier Company supplies welding, safety, medical, and gas services.

Reduced manual work and email searching through automated processes with DocuSign LM

Asset tracking made that process easier

Case management allowed for levels of escalation for unanswered questions, improving workload accountability and customer satisfaction

EXECUTIVE SPONSOR

Director of IT

INDUSTRY

Manufacturing

Healthcare

CLOUDS

Service Cloud

Field Service

B2B Commerce

Docusign CLM

SERVICES

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

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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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