Uptima

Trusted since 2007, now the AI leader for asset-focused industries

92%

Shorter call handle times with AI

20%

Faster work order completion with Intelligent Service

Faster equipment quoting with smart AI configuration

20%

Decrease in MTTR, driving uptime with AI

24/7

Automated business operations with Agentic AI

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Empowering Your Business with AI

Uptima integrates AI throughout your sales and service cycles, creating seamless customer experiences while driving revenue growth. Our AI-First approach makes your teams more productive, your operations more efficient, and your business more profitable.

Measurable AI results:
‍How we helped our client enhance fan interaction with Agentforce →

Our Comprehensive AI-Powered Solutions

Agentforce

Deploy agents with immediate business impact in 6 weeks or less

Visual Intelligence

Talk with your complex technical documentation

Custom AI Development

Specialized solutions for your business

Managed AI

Continuous optimization of your AI investments

Proven Results

with AI-in-Everything™ and Everything-to-Revenue™

Learn More About Our AI Approach

Intelligent Sales & Service Solutions

Uptima is the leading Salesforce partner for asset-focused companies. We modernize your sales and service cycles with AI in every process.

Agentforce Partner for asset-intensive industries

Field Service & Revenue experts since

2007

35+

successful Agentforce implementations

Salesforce Product Advisory Board members

Service Cloud & Field Service

Turn service operations into revenue-generating opportunities.

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Sales & Revenue Cloud

Accelerate sales and create intelligent connections to service.

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Agentforce

Deploy AI agents that deliver immediate business impact.

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Aerial view of workers loading hand truck at warehouse

Monetize every touchpoint on your customer journey

Our Services

Sales & Service Lifecycle

Discover & Engage

Empower teams with intelligent prospect insights

Agentforce

Sales Cloud

Select & Price

Streamline configuration with AI-guided product selection

Revenue Cloud

Agentforce

Contract

Accelerate agreements with intelligent document automation

Revenue Cloud

Bill & Pay

Optimize RevOps with automated billing workflows

Revenue Cloud

Agentforce

Install

Ensure perfect deployment with guided implementation tools

Service Cloud

Field Service

Use & Maintain

Maximize asset uptime with proactive maintenance

Experience Cloud

Agentforce

Intake & Request

Streamline case management with call deflection

Service Cloud

Agentforce

Call Center Support

Reduce resolution time with AI-powered assistance

Service Cloud

Agentforce

Field Service

Optimize technician productivity and first-time fix rates

Field Service

Agentforce

Parts & Logistics

Ensure right-part, right-time inventory management

Field Service

Revenue Cloud

Training & Knowledge

Transform tribal knowledge into accessible expertise

Service Cloud

Agentforce

Upsell & Business Growth

Convert service moments into revenue opportunities

Revenue Cloud

Service Cloud

Agentforce

End Customer

Deliver exceptional self-service experiences

Service Cloud

Experience Cloud

Agentforce

Discover & Engage

Empower teams with intelligent prospect insights

Agentforce

Sales Cloud

Select & Price

Streamline configuration with AI-guided product selection

Revenue Cloud

Agentforce

Contract

Accelerate agreements with intelligent document automation

Revenue Cloud

Bill & Pay

Optimize RevOps with automated billing workflows

Revenue Cloud

Agentforce

Install

Ensure perfect deployment with guided implementation tools

Service Cloud

Field Service

Use & Maintain

Maximize asset uptime with proactive maintenance

Experience Cloud

Agentforce

Intake & Request

Streamline case management with call deflection

Service Cloud

Agentforce

Call Center Support

Reduce resolution time with AI-powered assistance

Service Cloud

Agentforce

Field Service

Optimize technician productivity and first-time fix rates

Field Service

Agentforce

Parts & Logistics

Ensure right-part, right-time inventory management

Field Service

Revenue Cloud

Training & Knowledge

Transform tribal knowledge into accessible expertise

Service Cloud

Agentforce

Upsell & Business Growth

Convert service moments into revenue opportunities

Revenue Cloud

Service Cloud

Agentforce

End Customer

Deliver exceptional self-service experiences

Service Cloud

Experience Cloud

Agentforce

Transforming Asset-Intensive Businesses

We help asset-focused, knowledge-intensive, and regulation-heavy industries improve operations and drive revenue.

Utility workers surveying wind farm field for expansion

Manufacturing & Utilities

Precision manufacturing of medical testing devices

Medical Technology

Professionals cleaning windows of high-rise while rappelling with ropes and harnesses

Home and Business Services

Trades person framing residential building

Trade Professionals

(HVAC, Plumbing, Electrical, etc.)

Industries We Serve

Driving Transformational Business Outcomes

Medical Equipment Manufacturing

Reduced asset & service revenue leakage

HVACforceAI

AI-Enhanced HVAC Technical Support

HomeImproveAI

Automating Job Installation Packet Generation

"Uptima has been a critical partner in this process, without them, we would not have had the success we have today.“

Matthew

Senior Vice President, Operational Excellence

“Uptima gained our trust as an expert advisor and helped implement one of the largest transformation initiatives that truly pushes the limits of both Service Cloud and Revenue Cloud. “

Jack

Sr. Manager, Salesforce & Marketing

“Uptima resources are highly engaged, knowledgeable, and organized. The combination of these attributes led to a very successful project outcome. Their relationship with Salesforce helped enormously when we encountered the more complex use cases”

David

Director of Business Transformation

“With Uptima’s Salesforce (SFS), Asset, ERP, and integration experience, we were able to efficiently work through the design, build, and implementation of our integration with SAP and Sage 500. The experiences Uptima brought to the table helped us to remove prior headaches and add additional capabilities from what we had before.”

Nate

Solutions and Compliance Manager

"Uptima are truly consultative in their recommendations, providing pros and cons of alternatives for addressing our requirements.”

Kim

Business Architect, Project & Program Management

"We hired Uptima to implement Field Service , but in the end they helped with that and much more, all under budget and on time. After we finished the initial work on Field Service, we had budget left over to get started with case management on service cloud. We are very, very excited to reduce our massive daily email intake. It would not be without their guidance that we would be able to greatly reduce our admin time by simplifying processes and removing duplicated efforts. I highly recommend Uptima!”

Matt

Director of Sales

“Uptima is world-class, and the collective experience they bring to the table is unparalleled in my experience. Extremely responsive, flexible, and HONEST, a trait that is VALUED but rarely seen.”

Eric

Sr. Manager Customer Success and Sales Support

“Uptima’s team was focused, diligent, thorough, and demonstrated thought leadership. They were able to consume a very complex data set and turn out deliverables that were clear, detailed, organized and added value as we evaluate our CPQ strategy. Over the years, the Uptima consultants have been terrific and set the bar high.”

Christian

Vice President, Business Applications

See More Customer Outcomes