Tips from an Expert: Salesforce CPQ Price Rule Tracker

      Salesforce CPQ is one of the best tools to provide accurate pricing with any given product configuration scenario. Pricing Rules are one of the options; we admins […]

The Foundations of Customer Success Management

  At Uptima, we set ourselves apart – not just because of our celebrated culture, but because we truly care about your success. Your success = Our Success We value […]

Scaling Your Business with Team as a Service

    At Uptima, we love helping our partners with strategic growth. Once we have the plan in place, let us handle its execution. Spending time on your Salesforce org […]

10 Essential Tips For A New Consultant

  It’s no secret that the Salesforce industry is growing rapidly. The demand for administrators, developers, architects, and the like is enormous. Many consumers are making the transition into the […]

Contract Lifecycle Management: ROI in 4 Ways

  When it comes to Contract Lifecycle Management, there are 4 things to consider: Speed up time to revenue Cut Operation Costs Eliminate document errors and streamline processes Shorten time […]

Dispatching – A Service Symphony

  It’s often said “the Conductor is to the Symphony as the Dispatcher is to the Service Department” … Okay, maybe not often, but hear me out. Dispatchers are constantly […]

UPTIMA Secures Investment to Fuel Growth and Expansion

SAN FRANCISCO, Aug. 30, 2022  — UPTIMA, a rapidly growing consulting firm, announced it has received funding from Salesforce Ventures and Docusign Ventures. With this investment, Uptima will continue to […]

Inefficient Field Service Scheduling holding you back? Challenge your limiting beliefs.

I have spent over a decade as a software consultant specializing in field service software implementation for SMB and Enterprise organizations. Through my work with companies in dozens of industries, […]