SOLUTIONS

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.

MANUFACTURING CLOUD

  • 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

COMMERCE CLOUD

  • 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

Arena PLM (Product Lifecycle Management)

  • Keep your BOM (Bill of Materials) in order
  • Increase your revenue using applications from Arena Solutions to simplify the process of taking a product from inception to go to market