Financial Services Company
Unified commercial, technical, and account teamsFinancial Services Company helps customers accelarate value creation through credit ratings, insights, data, and decision solutions. Enhanced operational efficiency by consolidating systems Improved customer satisfaction by […]
Identity Verification Company
Strengthened sales operations and automated billingIdentity Verification Company delivers customizable authentication solutions for businesses.Enhanced efficiency in quoting and billing processes, leading to a more streamlined sales cycle Improved sales experience […]
Adoption Strategy: The Executive’s Key to Success
Success in a changing climate In today’s economic climate, change is constant. Executives who want to ensure the success of their organization need to be skilled with managing change. This […]
Merger Acquisition & Onboarding Readiness, All in Salesforce (Office of the CFO Series, Part 6)
Many organizations strategically expand, grow, invest, hedge and capture market share through merger and acquisitions. A challenge that is often faced in M&A is how to digitally onboard people, […]
Revenue Forecasting, Reporting, Leakage and Churn (Office of the CFO Series, Part 5)
Throughout this series we have covered critical factors that enable the Office of the CFO including Sales & Financial Master, Data Readiness, Salesforce + ERP, SSP & the Sales Catalog […]
Salesforce plus the ERP: In Perfect Harmony (Office of the CFO Series, Part 3)
As discussed in our two previous posts in this education series, Salesforce can address and support key priorities that matter to CFO’s and Finance departments. The clear establishment […]
Data Readiness (Office of the CFO Series, Part 2)
“Garbage in, garbage out” – George Fuechsel A lot of people use the term “garbage in, garbage out” without realizing that this was actually coined by George Fuechsel, […]
The Sales Master and the Financial Master: An Overview (Office of the CFO Series, Part 1)
I say often “Revenue is king, margin is a measurement of health and disclosures are the devil in the details. Sales and Finance are equally accountable to the […]
Our new series, The Office of the CFO: Enabled through Salesforce
At Uptima, we believe in making things easier for ourselves, our customers, and our partners. It’s at the heart of every decision we make and every project we complete. We […]
Fuel Solutions Company
Helped automate the quoting processFuel Solutions Company helps provide cleaner fuel solutions for commercial vehicles. Uptima was introduced to help customer with an internal strategic initiative to implement Salesforce 2 weeks from […]