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, […]
CPQ Success Part 1: 5 Critical Things for a Successful CPQ Transformation
Do you want this CPQ project to be minimally disruptive? Then, you’re already preparing to fail. To be successful with CPQ (and Billing), you must come to the table […]
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 […]
Standalone Selling Price and the Product Catalog (Office of the CFO Series, Part 4)
Standalone Selling Price. SSP. ASC 606. Standalone Selling Price. SSP. ASC 606. When speaking with clients, oftentimes these terms are seen by clients, especially financial stakeholders, as new, […]
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, […]
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 […]
Digital Software Company
Reduced risk through improved processes & streamlined approvalsDigital Software Company helps customers save time by making software that allows them to easily source teams closer to their end goal in […]
Software Solutions
Created a combined solution for quoting, contracting, amending and renewing customer’s products in a brand new go-to-market strategy.Software Solutions provides application acceleration and network optimization solutions. Uptima gained customer’s trust as […]
Digital Delivery & Management Consulting Co.
Significantly decreased quote generation time & improved user experienceDigital Delivery & Management Consulting Co. helps design and construct a way that’s both efficient and sustainable.Reassured that Salesforce CPQ and DocuSign […]