To help our customers to be easier to do business with and improve the customer experiences they provide, we focus on two solution areas: Quote to Cash and Field Service Management.
Salesforce cpq & billing
Enable customers to select the right product(s) for their needs, get an accurate price/proposal, place their order and sign any required contracts. Easily convert quotes to clean orders that can be automatically loaded into your business system, and generate renewal quotes while applying price increases. Automate the invoicing process. Create and send invoices on the go, from any device. Manage services that are billed on a recurring basis, and set up subscriptions to auto-renew. Never miss a renewal!
salesforce service cloud & salesforce field service (FSL)
Connect customer service, digital service, and field service on the world’s #1 CRM. Help your service teams work faster, no matter where they are. Support customers on any channel, at any time, at scale. Deliver trusted and efficient service in the field.
DocuSign Contract Lifecycle Management & DocuSign E-Signature
Uptima has had a core focus in CLM & E-Signature Implementations since 2013