Optimized communication channels and service processes

Window and Door Provider manufactures premium window and door products for homes.

Seamless integration with FeneVision, aligning manufacturing with sales and service processes

Enabled significant scaling of business operations by unifying sales and service in one system

Enhanced the capacity to meet growing market demands

Executive Sponsor

CEO

Industry

Manufacturing

Products

Sales Cloud, Service Cloud, Salesforce Field Service

Services

Transformation & Implementation

Challenges

Customer struggled with disjointed processes and communication channels

Their growth was hindered by the lack of a single efficient sales-to-service call process

Their operations needed to be integrated with the FeneVision manufacturing system

Results

Uptima implemented a comprehensive suite of solutions:

Enhanced the efficiency of sales and service processes

Connected manufacturing, sales, and customer service

Accelerated sales activities and improved customer engagement strategies

Established efficient communication channels

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