Uptima for Revenue Transformation
Industry Leadership
of Revenue Management expertise
Measurable Results
Smarter Problem Solving with Revenue Solutions
Uptima’s approach to Revenue Management helps you solve critical revenue challenges— from modernizing legacy platforms to accelerating deal velocity and maximizing data insights.
Modernize Legacy Systems
Seamlessly transition from older CPQ implementations
Handle Complex Products
Configure sophisticated equipment with ease and accuracy
Accelerate Deal Velocity
Reduce quote-to-cash time with intelligent automation
Unify Revenue Processes
Connect sales, service, and finance through one platform
Enable Digital Selling
Empower sales teams with guided selling tools
Maximize Data Insights
Gain visibility across your entire revenue lifecycle
The Modernized Revenue Lifecycle
Uptima guides you across every step of your revenue lifecycle with Salesforce and Logik.ai
1
Configure
- AI-recommended product combinations
- Intelligent product configuration
- Complex equipment modeling
- Guided selling workflows
2
Price & Quote
- AI-optimized pricing suggestions
- Dynamic pricing rules
- Volume and tiered pricing
- Bundle and subscription management
3
Contract & Order
- Automated contract creation
- Electronic signature integration
- Order processing workflow
- Amendment management
4
Bill & Recognize
- Automated invoice generation
- Subscription billing management
- Revenue recognition automation
- Financial system integration
Industry-Specific Revenue Solutions
Our solutions address unique challenges in key industries.
Manufacturing
- Complex equipment configurations
- Component compatibility logic
Medical Technology
- Regulatory compliance
- Equipment and service bundling
Trade Services
- Service agreement configuration
- Work order integration
AI in Everything™ & Everything to Revenue™
Our approach helps you transform service operations into profit centers:
Quote to Revenue
Transform quotes into predictable revenue streams
Service to Revenue
Convert service interactions into sales opportunities
Asset to Revenue
Maximize the lifetime value of installed equipment
Channel to Revenue
Optimize partner sales with streamlined processes
Experience to Revenue
Turn customer satisfaction into sustainable growth
Agent to Revenue
Drive 24/7 growth through AI-powered customer engagement
All powered by intelligent automation through our AI in Everything™ approach
Revenue Products
Salesforce Revenue Cloud Advanced (RCA)
Take advantage of Revenue Cloud’s most advanced features:
- AI-powered pricing recommendations
- Robust quoting and opportunity management
- Multi-unit configuration support
- Streamlined approval workflows
- End-to-end visibility from quote to cash
- Seamless order processing integration
Salesforce Sales Cloud
- Complete lead and opportunity management
- Account and contact relationship tracking
- Sales forecasting and pipeline visibility
- Mobile access for field sales teams
- Integration with marketing automation
Enhanced Configuration Options with Logik.ai
Tap into AI-driven configuration intelligence that learns from each interaction:
- AI-driven configuration intelligence that learns from each interaction
- Advanced configuration for highly complex products
- Guided selling for technical product selection
- Intelligent component recommendations
- Multi-unit parallel configuration capabilities
- Visual configuration options
Frequently Asked Questions (FAQ)
We combine 18+ years of revenue management expertise with certified Revenue Cloud consultants. Our clients see faster quoting, reduced errors, and measurable ROI in weeks.
Timelines vary, but Uptima’s accelerators can help you launch core quoting functionality in under 90 days, with full customizations rolling out in phases.
Absolutely. We routinely connect Salesforce Revenue Cloud with diverse back-end systems to ensure seamless data flow, from quote to bill to revenue recognition.
That’s our specialty. Our Logik.ai integration enables advanced configuration, guided selling, and intelligent recommendations—even for extremely nuanced product lines.
Ready to Transform Your Service Operations?
Schedule a consultation with our Service experts for:
- Assessment of your service operations
- Strategic roadmap for service transformation
- Aligned project plan with measurable ROI
- Enhancements with our industry-leading Agentforce solutions