WE FOCUS ON SIX PRODUCTS
Our deep knowledge of these products and how they work together to bring Everything to Revenue™ earns us the title of trusted advisor in hundreds of projects across the globe.
- AI-powered, cloud-based manufacturing platform built specifically for the industry
- One platform to manage all customer operations across your business
- Objects, processes, frameworks all pre-built for manufacturers
- Clicks, not code
SALESFORCE REVENUE CLOUD (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
- 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 & field service
- 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 & efficient service in the field.
SERVICEMAX ASSET 360 FOR SALESFORCE
- Gain complete visibility into your assets
- Accelerate Time to Value
- Reduce contract and warranty leakage at scale
- Automate all service processes, including parts, return and repairs
- Drive upsells and renewals
DOCUSIGN CLM & ESIGNATURE
- Contract Lifecycle Management & Electronic Signature
- Centralized agreement repository
- Contract generation automation
- Approval process automation
- 3rd Party Paper upload capability
- Integration to Salesforce for visibility
- Uptima has had a core focus in CLM & E-Signature Implementations since 2013
- Grow B2B e-commerce rapidly
- Simplify the purchase process
- Enable a winning sales team with access to real-time data
- Reduce costs with self-service tools
- Guided experiences allow for better customer engagement